Asia Economics Update Taiwan’s central bank to resume easing cycle next year Taiwan’s central bank (CBC) kept its policy rate on hold today at 1.375%, but with growth likely to remain subdued and inflationary pressures very weak, we think it will resume its easing cycle soon. 29th September 2016 · 1 min read
Asia Data Response Manufacturing PMIs (Aug.) The August PMIs for Emerging Asia suggest manufacturing conditions in the region remain lacklustre. Focusing on the two economies where the PMIs most closely track the hard data, there are signs of... 1st September 2016 · 1 min read
Asia Economics Weekly The dangers of decoupling Economic growth across Emerging Asia accelerated last quarter, as strong domestic demand compensated for weak exports. But while this “decoupling” has enabled Emerging Asia to shrug-off the weakness... 26th August 2016 · 1 min read
Asia Economics Weekly Export struggles to continue The recent improvement in export performance across Emerging Asia owes more to the fading effects of the collapse in commodity prices on export values than a recovery in underlying demand. We expect... 19th August 2016 · 1 min read
Asia Data Response Manufacturing PMIs (Jul.) Manufacturing conditions in Emerging Asia remained lacklustre in July. In the two economies where the PMIs most closely track the hard data, there are some signs of improvement in Taiwan’s... 1st August 2016 · 1 min read
Asia Data Response Taiwan GDP (Q2 Advanced) While today’s GDP figures show that the worst is now probably over for Taiwan’s economy, we expect growth to remain very weak against a backdrop of subdued export demand, falling property prices and... 29th July 2016 · 1 min read
Asia Economics Weekly Taiwan's struggles to continue Second quarter GDP figures for Taiwan, due to be published over the coming week, are likelyto show the economy remains very weak. With subdued global demand continuing to drag onexports, the property... 22nd July 2016 · 1 min read
Asia Data Response Manufacturing PMIs (Jun.) While the June PMIs for Emerging Asia were generally uninspiring, in the two economies where the PMIs most closely track the hard data, the surveys suggest that manufacturing conditions are at least... 1st July 2016 · 1 min read
Asia Economics Update Inflation set to rise, but central banks in no hurry to hike rates Inflation looks set to rise in most of Emerging Asia over the coming year, but probably not by enough to worry policy makers, who will look to keep interest rates low to support growth. 10th June 2016 · 1 min read
Asia Economics Focus Domestic strength can’t keep propping up Emerging Asia Economic growth in Emerging Asia has remained remarkably steady over the past year, even as export demand has stalled. However, policy support and lower oil prices will not continue to prop up... 2nd June 2016 · 1 min read
Asia Data Response Manufacturing PMIs (May) The May PMIs for Emerging Asia continue to point to lacklustre conditions in Asia’s manufacturing sectors. In the two economies where the PMIs most closely track the hard data, Korea’s manufacturing... 1st June 2016 · 1 min read
Asia Chart Pack Asia well-placed to cope with the Fed’s next rate hikes The US Fed looks set to increase interest rates soon, possibly as early as its June meeting, and we think it will end up hiking more than is generally expected over the next couple of years. However... 26th May 2016 · 1 min read
Asia Economics Weekly Could Asia’s central banks get unconventional? There have been a number of suggestions recently that some central banks in Emerging Asia, namely in Taiwan and Korea, might be about to adopt some of the unconventional policy measures that are being... 29th April 2016 · 1 min read
Asia Data Response Taiwan GDP (Q1 Advanced) Today’s GDP figures confirm that Taiwan’s economy is struggling badly, with GDP contracting by 0.8% y/y in the first quarter of the year. Given that policymakers are running out of room to stimulate... 29th April 2016 · 1 min read
Asia Economics Update Malaysian ringgit rebound continues Most currencies and equity markets are up so far this month. The Malaysian ringgit has continued to rebound strongly, but political uncertainty ahead of presidential elections in the Philippines is... 28th April 2016 · 1 min read
Asia Chart Pack Drought hits agricultural output in Thailand and Vietnam Vietnam and Thailand are facing their worst drought in decades, with water levels in the Mekong River at their lowest since 1926. The drought is already having an impact on growth. A decline in... 27th April 2016 · 1 min read
