Asia Data Response Manufacturing PMIs (Feb.) The February PMIs for Emerging Asia suggest the region’s manufacturing sectors remained in decent health. While the surveys point to rising prices, the big picture is that inflation in most of these... 1st March 2018 · 1 min read
Asia Data Response Manufacturing PMIs (Jan.) Emerging Asia’s PMIs for January suggest the region’s manufacturing sectors gained momentum at the start of 2018. Encouragingly, the headline readings for Taiwan and Korea – the two economies where... 1st February 2018 · 1 min read
Asia Data Response Taiwan GDP (Q4 Advanced) Taiwan’s GDP growth rose in Q4 to the fastest in nearly three years. We think the economy will cool over the quarters ahead. On the plus side, domestic demand is likely to hold up well supported by... 31st January 2018 · 1 min read
Asia Data Response Manufacturing PMIs (Dec.) The December PMIs for Emerging Asia suggest that the region’s manufacturing sectors remained in good health. Focusing on the two economies where the PMIs most closely track the hard data, Taiwan’s... 2nd January 2018 · 1 min read
Asia Data Response Manufacturing PMIs (Nov.) The November PMIs for Emerging Asia suggest that the region’s manufacturing sectors rebounded strongly last month. Encouragingly, the headline readings for Taiwan and Korea – the two economies where... 1st December 2017 · 1 min read
Asia Data Response Manufacturing PMIs (Oct.) The October PMIs for Emerging Asia suggest that the region’s manufacturing sectors lost some momentum at the start of Q4. The headline readings for Korea and Taiwan – the two economies where the PMIs... 1st November 2017 · 1 min read
Asia Economics Weekly Investment could be a future weak spot for the Philippines The Philippines should remain one of the region’s fastest growing economies over the coming years. But with signs that the worsening political climate is starting to discourage investment, economic... 27th October 2017 · 1 min read
Asia Chart Pack Malaysia’s budget won’t be a giveaway bonanza While Malaysia has made good progress in bringing down its budget deficit, there remains limited room for a pre-election giveaway in the 2018 budget, which is due to be announced on 27th October... 26th October 2017 · 1 min read
Asia Economics Weekly How do our forecasts differ from the consensus and the IMF? For most countries, our forecasts are a little bit below those of both the consensus and the IMF. However, there are three economies, Hong Kong, the Philippines and Pakistan where we think other... 13th October 2017 · 1 min read
Asia Economics Weekly Singapore: MAS in no rush to tighten Given the subdued outlook for inflation, we think the Monetary Authority of Singapore (MAS) will leave its policy settings unchanged not just at next week’s meeting, but throughout 2018 as well. In... 6th October 2017 · 1 min read
Asia Data Response Manufacturing PMIs (Sep.) Emerging Asia’s PMIs for September suggest the region’s manufacturing sectors ended Q3 on a solid note. Focussing on the two economies where the PMIs most closely track the hard data, Taiwan’s... 2nd October 2017 · 1 min read
Asia Economics Update Asian equities and currencies come off the boil Asian equities and currencies have generally fallen over the past month. Although worries about the Fed have played a role, local factors have been important too. 29th September 2017 · 1 min read
Asia Economics Weekly Inflation to remain subdued, interest rates to stay low Whereas the consensus is expecting monetary policy in Emerging Asia to be tightened next year, we think central banks will be in little hurry to raise interest rates. One of the main reasons is the... 29th September 2017 · 1 min read
Asia Economics Update Rates to stay on hold in Taiwan With economic growth fairly strong and inflationary pressures subdued, Taiwan’s central bank (CBC) decided to keep its policy rate on hold today at 1.375%. The dovish tone of the Bank’s accompanying... 21st September 2017 · 1 min read
Asia Chart Pack Will tougher sanctions on North Korea work? The United Nations has agreed a new set of sanctions on North Korea, which while falling short of what was originally demanded by the US, constitute the strongest sanctions ever imposed on the country... 12th September 2017 · 1 min read
Asia Data Response Manufacturing PMIs (Aug.) Emerging Asia’s PMIs for August suggest the region’s manufacturing sectors gained a little bit of momentum last month. In particular, there were signs of improvement in both Korea and Taiwan – the two... 1st September 2017 · 1 min read
