Asia Economics Weekly Taiwan’s recession will be brief Taiwan’s economy slipped into recession last quarter as the country’s terrible export performance fed into much weaker consumer spending. However, we expect a return to growth in the fourth quarter... 4th December 2015 · 1 min read
Asia Data Response Manufacturing PMIs (Nov.) At best, Emerging Asia's PMIs for November suggest that the region’s manufacturing sectors are past the worst of this year’s downturn. But conditions generally remain weak, while the decline in... 1st December 2015 · 1 min read
Asia Economics Update No sense of panic as Fed hike approaches Asian financial markets have held up well over the past month despite a renewed slump in China’s equity market at the end of last week and growing expectations of a December Fed rate hike. 30th November 2015 · 1 min read
Asia Economics Weekly Fears of Asia slowdown overdone For all the talk of a sharp slowdown in Asia, regional growth remains remarkably stable. That said, there are still no signs of recovery, with exports again acting as a drag on growth in the third... 27th November 2015 · 1 min read
Asia Chart Pack Rate debate heats up in Indonesia The war of words between Bank Indonesia (BI) and the government is heating up after the country’s vice president, Jusuf Kalla, earlier this week renewed its call for the central bank to cut interest... 25th November 2015 · 1 min read
Asia Economics Weekly Asia well placed to weather Fed lift-off The parts of Asia that were hardest hit during the 2013 “Taper Tantrum” have seen their current account deficits fall back, or even disappear, over the past couple of years. This should make them less... 20th November 2015 · 1 min read
Asia Economics Weekly Asia’s central banks in no rush to reverse rate cuts Asia’s central banks will be in no hurry to raise interest rates next year despite the fact that inflation is likely to rise sharply over the coming months and the US Fed could just be a few weeks... 13th November 2015 · 1 min read
Asia Economics Update Taiwan’s exports set for recovery Exports from Taiwan have been contracting since the start of the year, but should return to growth soon. An improving export picture could be enough to make the difference between rates staying on... 9th November 2015 · 1 min read
Asia Economics Update Economic boost from closer China-Taiwan relationship has been small Taiwan’s president, Ma Ying-jeou, will try to use his meeting with the Chinese president Xi Jinping in Singapore on Saturday to highlight the big improvement in cross-strait relations during his... 5th November 2015 · 3 mins read
Asia Data Response Manufacturing PMIs (Oct.) Emerging Asia's PMIs remained lacklustre in October, but in the three economies where the PMIs most closely track the hard data, the surveys suggest that manufacturing conditions are at least... 2nd November 2015 · 1 min read
Asia Economics Weekly Credit slowdown has further to run Credit growth has continued to weaken in most of the countries which we have previously highlighted as being most at risk of a crisis. The two exceptions are China and Vietnam. Although an... 30th October 2015 · 1 min read
Asia Data Response Taiwan GDP (Q3) Taiwan’s GDP contracted in the third quarter, due mainly to weakness in exports. Looking ahead, we expect growth to recover soon. Exports should pick up off the back of a recovery in global demand... 30th October 2015 · 1 min read
Asia Economics Update Regaining some lost ground Financial markets in Asia have fallen back following the US Fed’s monetary policy statement on Wednesday, which struck a more hawkish tone than many had expected. Despite the most recent falls, almost... 29th October 2015 · 1 min read
Asia Chart Pack Vietnam and Bangladesh exports bucking the trend Fossil fuels should continue to be the world’s most important energy source for the foreseeable future. However, renewable energy production will grow rapidly and become an increasingly large part of... 27th October 2015 · 1 min read
Asia Economics Weekly Growth in Taiwan to recover after weak third quarter Figures due to be released over the coming week are likely to show that growth in Taiwan slowed sharply last quarter. However, with prospects for exports improving and domestic demand likely to remain... 23rd October 2015 · 1 min read
Asia Economics Weekly Deflation: Exit ahead The latest warnings that deflation is a major cause for concern in Emerging Asia are wide of the mark. In fact, we think inflation will be back in positive territory across the entire region by early... 16th October 2015 · 1 min read
