Asia Economics Update Asian financial markets higher, but political risks weigh on Pakistan Most of Asia’s stock markets and currencies strengthened in August. The key exception is Pakistan, where political uncertainty has returned to the fore. 28th August 2014 · 1 min read
Asia Economics Update Emerging Asia has less to fear from Fed tightening The trend over the past year in most of Emerging Asia has been towards bigger current account surpluses or smaller deficits. This should make their currencies less vulnerable to any negative shifts in... 21st August 2014 · 1 min read
Asia Economics Weekly Consumer spending in Emerging Asia set for recovery Emerging Asia’s consumers have been struggling in recent months. Tight labour markets and improving growth prospects point to some pick-up going forward, but high levels of household debt in a number... 4th August 2014 · 1 min read
Asia Economics Update Indonesia's financial markets recover on the back of election results Most of the region's currencies and equity markets fared well over the past month. In particular, Joko Widodo's presidential election victory in July helped Indonesia's financial markets stage a... 31st July 2014 · 1 min read
Asia Economics Update Growth in Taiwan to remain healthy Taiwan’s economy continued to gain momentum last quarter, largely owing to a rebound in investment. Over the next year or so, we expect Taiwan’s economy to continue to record decent growth, supported... 31st July 2014 · 1 min read
Asia Chart Pack Property price worries prompt rate hikes The central banks of New Zealand, the Philippines and Malaysia all tightened monetary policy last month amid signs that policymakers are becoming increasingly concerned that loose monetary policy is... 30th July 2014 · 1 min read
Asia Economics Weekly Fuel subsidy reform an early test for Indonesia’s Jokowi Financial markets have welcomed the election of Joko Widodo as Indonesia’s president, but there is still great uncertainty over his policy priorities and his ability to push through his own agenda. Mr... 28th July 2014 · 1 min read
Asia Economic Outlook Weaker credit growth to weigh on region Most countries in Emerging Asia should record reasonable growth over the next couple of years, helped by a combination of supportive monetary policy and a pick-up in demand from advanced economies... 4th July 2014 · 1 min read
Asia Economics Update Thailand’s financial markets recover, while Indonesia’s falter Reduced political tensions in Thailand have boosted its stock market and the baht. But in Indonesia, growing uncertainty over the result of July’s presidential election has weighed on financial... 30th June 2014 · 1 min read
Asia Economics Weekly Korea will struggle to overcome its demographic drag Korea has some of the worst demographic dynamics in Emerging Asia. Not only is the population set to age dramatically, but the size of the overall workforce is also set to fall sharply. Although the... 30th June 2014 · 1 min read
Asia Economics Update Taiwan central bank in no rush to hike interest rates Taiwan’s central bank (CBC) today left interest rates on hold, but introduced a series of measures to try and cool property prices. Looking ahead, we believe the central bank will continue to tackle... 26th June 2014 · 1 min read
Asia Chart Pack Indonesian rupiah back in the spotlight An easing of financial conditions across the global economy has given support to most currencies in Emerging Asia, which have generally been appreciating against the US dollar over the past few months... 25th June 2014 · 1 min read
Asia Economics Update Are higher oil prices a threat to Asia? A sharp rise in oil prices as a result of the crisis in Iraq would have negative effects on Emerging Asia. While the inflationary impact is likely to be manageable, most Asian economies are net... 24th June 2014 · 1 min read
Asia Economics Weekly Diesel price deregulation an early test for Modi in India Diesel subsidies in India have burned a sizeable hole in the government’s pocket over the past few years. But the stage appears to be set for a full deregulation of diesel prices in the coming months... 23rd June 2014 · 1 min read
Asia Economics Weekly How will Emerging Asia fare over the next decade? In recent decades Emerging Asia has consistently set the global benchmark for economic growth. In this Weekly we look at prospects for the next decade. Overall, while Emerging Asia should continue to... 16th June 2014 · 1 min read
Asia Economics Update Three scenarios for how Asia’s credit binge will end We have been arguing for some time that Emerging Asia’s credit binge is unsustainable. While we don’t think an Asia-wide financial crisis is likely, the countries that have seen the biggest build-up... 10th June 2014 · 1 min read
