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
Asia Economic Outlook Emerging Asia set for recovery The jump in Egyptian inflation to 9.2% y/y in September was driven almost entirely by a rise in the volatile food component. While we do expect inflation to fall back again, last month’s data mean an... 12th October 2015 · 1 min read
Asia Economics Update Panic subsides, but pessimism lingers Although the China-led panic that swept through Asian markets in August has subsided over the past month, most of the region’s currencies and equity markets still recorded losses. Investor sentiment... 30th September 2015 · 1 min read
Asia Economics Update Taiwan cuts rates, further loosening unlikely A sharp slowdown in growth and very weak price pressures were the two key factors behind the decision of Taiwan’s central bank (CBC) to cut interest rates by 12.5 basis points to 1.75% at its meeting... 24th September 2015 · 1 min read
Asia Chart Pack Time to worry about a weak rupiah? The Indonesian rupiah has fallen again over the past week, hitting a fresh 17-year low against the US dollar. The sharp drop in the currency, which is down by a cumulative 33% since the start of 2013... 23rd September 2015 · 1 min read
Asia Economics Weekly Why have exports been so weak? The slump in commodity prices accounts for most of the decline in Asian exports this year, even in countries which are not major commodity exporters. 11th September 2015 · 1 min read
Asia Economics Update Asian markets bear brunt of China-led sell-off Asian financial markets have been at the centre of the recent financial market turmoil that was triggered by fears about the health of the Chinese economy. The sell-off has raised concerns that a... 31st August 2015 · 1 min read
