Asia Chart Pack Asia's equities outperform in early 2012 Emerging Asia’s equities have risen by more than the global average so far this year, but we do not expect the outperformance to last. Stock markets in Asia typically underperform developed markets... 23rd January 2012 · 1 min read
Asia Economic Outlook Policy stimulus to support growth in Asia The ongoing debt crisis in the euro-zone is likely to weigh on growth in Asia in 2012-13. Although the region’s most open economies are set to slow quite sharply, we forecast that growth in the region... 12th January 2012 · 1 min read
Asia Chart Pack Exports weaken amid global slowdown Exports from the region have been weak due to lower demand from the West. However, domestic demand has so far remained fairly resilient across the region. Central banks in Australia and Thailand have... 15th December 2011 · 1 min read
China Economics Update How vulnerable is Asia to a euro-zone banking crisis? The impact on emerging Asia of a fall in lending by euro-zone banks to the region would be small. However, Asia would be vulnerable if the crisis in the euro-zone caused global credit markets to... 15th December 2011 · 1 min read
Asia Economics Weekly Asian currencies to remain undervalued Most Asian currencies looked weak even before the falls of the past few months. We expect them to fall further over the coming year as the euro-zone crisis intensifies. And even when global risk... 5th December 2011 · 1 min read
Asia Economics Update What would a euro-zone break-up mean for Asian markets? Following changes to our assumption about the timing of an EMU break-up, we have revised down our forecasts for emerging Asia’s currency and equity markets for next year. However, we see both... 2nd December 2011 · 1 min read
Asia Economics Update Manufacturing PMIs support case for policy loosening Purchasing Managers’ Indices (PMIs) released today for India, Korea, Taiwan and Australia confirm that manufacturing in these countries is weak. With fears for growth rising and inflation trending... 1st December 2011 · 1 min read
Asia Economics Focus Is emerging Asia experiencing a property price bubble? Although Asia as a whole is not experiencing a property price bubble, we believe that prices in Hong Kong and Taipei are now in bubble territory. There is a growing risk of a sharp correction in these... 25th November 2011 · 1 min read
Asia Chart Pack Growth falters in Q3 With the exception of Indonesia, Q3 GDP figures published across emerging Asia so far have been weak. Exports have been hit by low demand from the West, and growing fears for the global outlook are... 17th November 2011 · 1 min read
Asia Economics Update Where and why we differ from the consensus We have below-consensus forecasts for interest rates and GDP growth in emerging Asia next year. The main reason for the difference relates to our views on growth in the developed world and commodity... 7th November 2011 · 1 min read
Asia Economics Update Emerging Asia PMIs point to further slowdown October manufacturing PMIs for Taiwan, Singapore, Australia, Korea and India released today remained weak, and are at or around their lowest levels since the 2008-09 global financial crisis. With... 1st November 2011 · 1 min read
Asia Economics Update Export weakness not Taiwan's only concern Taiwan always struggles when global demand slows and the coming year will be no exception. But the relative weakness of Taiwan’s labour market is a second reason to think that GDP growth in 2012 will... 31st October 2011 · 1 min read
Global Economics Focus Sovereign Debt: are the emerging markets immune? Emerging markets are not immune from the deepening debt crisis in the developed world, but most are well-placed to deal with the fallout. China faces a difficult structural transition of its own but... 21st October 2011 · 1 min read
Asia Economic Outlook Asia set to weaken but still outperform A slowdown in developed economies in 2012-13 is set to pull down growth in emerging Asia to a below-trend pace. However, the region’s healthy fundamentals mean that emerging Asia should once again be... 6th October 2011 · 1 min read
Asia Economics Update Asia manufacturing weakens further September PMIs for Asia released over the past couple of days remained weak. Although Asia is relatively well-placed to withstand weaker global demand, the recent PMIs reinforce our view that Asian... 5th October 2011 · 1 min read
Asia Chart Pack Supply-chain disruptions temporarily hit growth Q2 GDP figures reported so far within emerging Asia have tended to be weak, with some analysts suggesting that sluggish growth in the US and euro-zone have stalled growth in Asia. This seems premature... 27th August 2011 · 1 min read
