Asia Economics Update Taiwan: severe capacity constraints but few inflation fears Taiwan’s economy is struggling with severe capacity constraints but there are few signs in recent data that this is fuelling broad-based wage or price pressure. That’s a stark contrast with the US... 10th June 2021 · 3 mins read
Asia Economics Weekly Oil prices and inflation, fiscal support in Taiwan Fuel price inflation across Emerging Asia will drop back over the coming months as last year’s low base starts to drop out of the annual comparison. With large output gaps set to keep underlying price... 28th May 2021 · 6 mins read
Asia Economics Update Taiwan: capacity constraints and global chip supply Taiwan’s economy is being buffeted by several apparently unconnected shocks – a drought, power outages and an outbreak of COVID-19. But they are all linked to severe capacity shortages resulting from... 21st May 2021 · 3 mins read
Asia Economics Update Taiwan: outbreak to weigh on consumption The first major outbreak of COVID-19 in Taiwan has triggered the first significant restrictions on activity. Consumer spending will suffer, but the rest of the economy should still perform strongly. 17th May 2021 · 2 mins read
Asia Data Response Manufacturing PMIs (Apr.) The April PMI readings suggest that manufacturing improved further in most places in Asia after a strong Q1. Global demand for electronics should continue to support the sector over the next few... 3rd May 2021 · 2 mins read
Asia Data Response Taiwan GDP (Q1, provisional) Taiwan has been the star performer of the pandemic, with figures today showing the economy grew by 8.2% y/y in the first quarter of the year. Surging demand for semiconductors and booming investment... 30th April 2021 · 3 mins read
Asia Economics Update Taiwan under pressure over currency practices The US Treasury today held off from labelling Taiwan and Vietnam currency manipulators in its semi-annual report, despite them both meeting all three criteria officially laid down by the Treasury... 16th April 2021 · 3 mins read
Asia Economics Focus Taiwan in the cross hairs Ongoing disruption to global auto production has highlighted the extent to which semiconductors have become an essential input in products that aren’t traditionally considered electronics and also how... 13th April 2021 · 12 mins read
Asia Data Response Manufacturing PMIs (Mar.) March PMI readings suggest that manufacturing sectors improved further in most places in Asia. Global demand for electronics should continue to support the sector for the next few months. 1st April 2021 · 2 mins read
Asia Economics Update Asian central banks in no rush to raise interest rates Unlike in some emerging markets, central banks across Emerging Asia are in no rush to tighten monetary policy. External factors won’t compel policymakers to tighten, and with inflationary pressures... 30th March 2021 · 3 mins read
Asia Economics Update What would a global return to normality mean for Asia? As vaccines are rolled out across the world and restrictions on economic activity are removed, we expect global consumption patterns to return to something like normal. Electronics exporters, most... 22nd March 2021 · 3 mins read
Asia Economics Update Taiwan: no rush to hike rates despite rapid recovery Taiwan’s central bank appears in little hurry to raise interest rates despite the strong performance of the economy, and today’s decision to leave the policy rate unchanged at 1.125% came as no... 18th March 2021 · 3 mins read
Asia Data Response Manufacturing PMIs (Feb.) February PMI readings suggest that manufacturing sectors improved further in most places in Asia. Global demand for electronics should continue to support the sector for at least the next few months. 2nd March 2021 · 2 mins read
Asia Economics Update Is the slow vaccine rollout a cause for concern? Asia’s vaccine rollout has got off to a slow start. This is not a big concern in countries that have contained the virus and where social distancing is not a drag on growth such as Taiwan and China... 23rd February 2021 · 3 mins read
Asia Data Response Manufacturing PMIs (Jan.) PMI readings for Asia suggest that manufacturing sectors improved further in most places. Buoyant global demand for electronics should continue to support the sector for at least the next few months. 1st February 2021 · 2 mins read
Asia Data Response Manufacturing PMIs (Nov.) PMI readings for Asia suggest that manufacturing conditions improved significantly in November. Buoyant global demand for electronics should continue to support the sector over the coming months. 1st December 2020 · 2 mins read
