Asia Economics Weekly Asian export prospects looking up The IMF is right to argue that fiscal policy in South Africa needs to be tightened over the coming years in order to put public debt on a stable path. But its recommendation that South Africa adopt a... 14th October 2013 · 1 min read
Asia Economic Outlook China and India holding back regional rebound GDP growth in Emerging Asia over the next couple of years is likely to remain lacklustre by recent historical standards. The main reason for the subdued outlook is poor growth prospects in the region... 8th October 2013 · 1 min read
Asia Economics Weekly Time to worry about property price bubbles in Asia? Since the global financial crisis many economies in Asia have seen big increases in property prices. However, it is only in Hong Kong and parts of Taiwan that prices look to be in bubble territory and... 30th September 2013 · 1 min read
Asia Economics Update No rush to hike rates in Taiwan Taiwan’s central bank left interest rates on hold today amid signs of a gradual improvement in the economy. Looking ahead, with inflation set to remain subdued, the CBC has scope to keep interest... 26th September 2013 · 1 min read
Asia Economics Update Emerging Asia Markets Monitor (Sep.) Asian currencies and equity markets have rebounded strongly over the past month. The biggest gains have been in those countries that were hardest hit by the sell-off in August. Bond yields have fallen... 24th September 2013 · 1 min read
Asia Economics Weekly India’s Reserve Bank changes tack The new governor of the Reserve Bank of India has attempted a deft trick at his first policy meeting: hiking the most closely-watched policy rate to signal his inflation fighting intentions while... 20th September 2013 · 1 min read
Asia Economics Weekly Five years after Lehmans: how has Asia changed? It is five years since the collapse of Lehman Brothers. Asia has been able to grow rapidly in the years since, but with monetary policy both at home and abroad likely to be less supportive in the... 13th September 2013 · 1 min read
Asia Economics Weekly Falling current account surpluses are not to be feared Current account deficits in India and Indonesia have rightly caused some concern, but elsewhere in Asia the trend towards smaller current account surpluses should be welcomed. 9th September 2013 · 1 min read
Asia Economics Update Currency weakness will not lead to inflation spike in Asia The recent sell-off in Asian currencies has sparked fears that the region is about to suffer a sharp spike in inflation. We think this is unlikely. While exchange rate depreciation can push up the... 3rd September 2013 · 1 min read
Asia Economics Update August PMIs show Asian manufacturing sectors still struggling The August PMIs for Emerging Asia show that, outside of China, the region’s manufacturers are continuing to struggle, with the headline numbers now below 50 across the region. 2nd September 2013 · 1 min read
Asia Economics Weekly Is India’s economy heading the way of its currency? Today’s GDP figures underline that India’s economy was already fragile before the recent rout of the rupee. Given the ongoing turmoil, economic conditions look likely to get worse before they get any... 2nd September 2013 · 1 min read
Asia Chart Pack Rupee and rupiah take a hit, signs of resilience elsewhere Asia has borne the brunt of the EM currency sell-off this month with the Indian rupee and Indonesian rupiah the worst performers in the emerging world. The currencies of Thailand and the Philippines... 29th August 2013 · 1 min read
Asia Economics Weekly It’s not all doom and gloom for Asia Recent headlines have been dominated by a sharp shift in sentiment against EM assets. Asian economies have been hit harder than most in the sell-off. However, away from the financial markets, there... 26th August 2013 · 1 min read
Asia Economics Update Emerging Asia Markets Monitor (Aug.) Asian currencies and equity markets have been hit hard by the recent sell-off inemerging market assets with India and Indonesia the worst affected in the region.Bond yields have risen, but remain low... 21st August 2013 · 1 min read
Asia Economics Weekly Asia’s industrial outperformance to continue Asia’s manufacturers have had a hard time since the global financial crisis, and are currentlystruggling through yet another weak patch. However, they have actually done much betterthan their peers in... 19th August 2013 · 1 min read
Asia Economics Weekly Asia’s consumers seeing mixed fortunes For all the hype about the rise of the Asian consumer, the recent performance of consumer spending in Asia has been disappointing. The weakness is largely explained by subdued spending in the region’s... 5th August 2013 · 1 min read
