AI Frenzy Gives Taiwan Central Bank Room to Battle Inflation “The strong growth outlook means demand side inflationary pressures are likely to remain high by historical standards, which suggests interest rate cuts in Taiwan are unlikely even as the rest of... 21st March 2024 · Bloomberg
Asia Economics Update Taiwan: surprise hike unlikely to be followed by further tightening Despite the booming economy, inflationary pressures in Taiwan are likely to remain subdued. Accordingly, we think today’s unexpected rate hike by the central bank (CBC) will prove to be a case of one... 21st March 2024 · 3 mins read
Capital Daily EM Asian equities’ comeback may be just the start Equities in Emerging Asia have outperformed those elsewhere in recent weeks, and we think that they’ll keep doing well during the rest of the year. 26th February 2024 · 5 mins read
Asia Economics Weekly Monetary policy forecast changes, Korea inflation We are pushing back the timing of when we think the central banks of the Philippines and Indonesia will cut interest rates. Although inflation is within target in both countries and domestic demand is... 2nd February 2024 · 7 mins read
Asia Economics Update Manufacturing PMIs & Korea Trade (Jan.) The PMI data for Emerging Asia offered some encouraging signs but remained quite weak overall for most economies. While parts of the region are likely to see an improvement in activity, we expect... 1st February 2024 · 2 mins read
Asia Rapid Response Taiwan GDP (Q4) GDP growth in Taiwan accelerated further in Q4, and we expect growth to remain strong over the coming quarters, with robust growth in exports of products linked to AI set to more than offset the drag... 31st January 2024 · 2 mins read
Asia Economics Weekly Korean consumer weakness, SBP to sound hawkish Korea’s GDP figures published this week show that, although the economy held up relatively well last quarter, the recovery is becoming increasingly lobsided. Exports have been strong, but domestic... 26th January 2024 · 9 mins read
Asset Allocation Update What Taiwan’s election could mean for markets This Update discusses how we think Taiwan’s election this weekend – which could be another flashpoint in Taiwan-China relations – might affect global equity markets, in aggregate and across some key... 12th January 2024 · 5 mins read
Asia Economics Update What happens after Taiwan's election? China may respond to a victory for Tsai Ing-wen’s chosen successor in Saturday’s presidential election in Taiwan with stepped-up military drills. But any economic sanctions would almost certainly be... 10th January 2024 · 6 mins read
Event Asia Drop-In: Taiwan election 2024 – Domestic and global implications 1705309200 In a busy year for elections worldwide, Taiwan’s is likely to be among the most consequential.
Asia Economics Update Manufacturing PMIs & Korean trade (December) The December PMIs for most economies in Emerging Asia stood well inside contractionary territory. The outlook for manufacturing in the region remains bleak in the near term as elevated inventory... 2nd January 2024 · 2 mins read
Asia Economics Update Taiwan election: 3.5% growth target is unachievable The front runner in Taiwan’s election, Lai Ching-te, is targeting economic growth of 3.5% if he wins the presidency. We think this will be out of reach. Although productivity growth should hold up... 13th December 2023 · 3 mins read
Asia Economic Outlook Policy easing coming sooner than most expect Economic growth in most of Emerging Asia is likely to slow in the near term as weak global demand and high interest rates weigh on prospects. With growth set to struggle and inflation likely to ease... 7th December 2023 · 32 mins read
Global Markets Update What’s going on in Asia’s bond and FX markets? We think the yields of long-dated local-currency government bonds in Asia will generally fall further by the end of next year, and that most regional currencies will continue to make ground against... 23rd November 2023 · 5 mins read
Asia Economics Weekly BI on hold, Taiwan opposition parties unite The recent recovery in the rupiah means Bank Indonesia is unlikely to follow through with another rate hike at its scheduled meeting on Thursday. Meanwhile, the chances of an opposition victory in... 17th November 2023 · 8 mins read
Asia Economics Update Taiwan: Would an opposition win boost the economy? An opposition win in Taiwan’s upcoming presidential election could lead to a complete or partial reversal of the economic sanctions that China has imposed on Taiwan’s economy during Tsai Ing-wen’s... 9th November 2023 · 4 mins read
