Asia Economics Update Slowdown looming for Taiwan The Philippines’ central bank (BSP) kept its key policy rate unchanged at 4.0% today, as expected. The strong peso is doing some of the heavy-lifting for the BSP, but rates will probably need to move... 18th November 2010 · 1 min read
Asia Economics Update Asia's industrial slowdown to level out soon Manufacturing PMIs for emerging Asia and Australia declined further in September. Factory output across the region will continue to adjust as the global upswing stays on a weak track. Nevertheless... 1st October 2010 · 1 min read
Asia Economics Update Taiwan's tightening cycle has probably run its course Following today’s expected rate hike, the outlook for monetary policy in Taiwan depends largely on what happens to property prices. We think there is a good chance rates will return to being on hold. 30th September 2010 · 1 min read
Asia Economic Outlook Asia is re-balancing and will continue to lead (Q3 10) The global upswing is now regaining some traction and the threat of renewed financial crisis has diminished. However, the world recovery will stay weak and vulnerable to other risks such as deflation... 23rd September 2010 · 1 min read
Asia Economics Update Asia's manufacturing boom is easing to a pace that can last The manufacturing PMIs declined in August. The global upswing is shifting to a slower pace but we expect that the industrial sector expansion in Asia will stabilise at trend rather than collapse. 3rd September 2010 · 1 min read
Asia Economics Update Taiwan's upswing still strong but not for much longer Q2 GDP data, released today, confirm that Taiwan’s economy will be one of the world’s best performers in 2010. However, weaker external demand will increasingly weigh on growth from now on. Policy... 19th August 2010 · 1 min read
Asia Economics Update Taiwan targets closer ties with China A so-called Economic Co-operation Framework Agreement (ECFA) was approved yesterday between Taiwan and China. The deal should increase trade and for Taiwan there are two major implications. Firstly... 30th June 2010 · 1 min read
Asia Economic Outlook Asia to keep going its own way (Q2 10) We expect the world recovery will lose momentum in 2010-11 but do not anticipate that the recent turmoil in the markets will derail the global upswing. The implication for Asia is that the regional... 27th May 2010 · 1 min read
Asia Economics Update Taiwan on top of the world, but not for long Taiwan’s economy will be one of the world’s best performers in 2010, but underlying structural problems will increasingly weigh on growth as the year goes on. 20th May 2010 · 1 min read
Asia Economics Update Taiwan rates on hold until June at least Taiwan’s central bank left interest rates on hold today, as expected. The economy has recovered very strongly, but inflation remains a distant threat. As a result, rates are likely to remain at their... 25th March 2010 · 1 min read
Asia Economics Update Taiwan’s growth surge won’t last Taiwan’s growth looks likely to far outpace expectations in 2010, but economic activity will not feel so healthy on the ground. 22nd February 2010 · 1 min read
Asia Economic Outlook Upswings to stay impressive for a while (Q1 10) The trade-dependent economies will eventually see slower GDP growth later this year and in 2011 as the global upswing loses momentum. But Asia’s rebound will not come to a complete halt and growth, by... 19th February 2010 · 1 min read
Asia Economics Update Taiwan rates to remain on prolonged hold Taiwan’s central bank left interest rates on hold today, as expected. With deflation still a lingering threat, interest rates will remain at their current level until well after they start to climb... 24th December 2009 · 1 min read
Asia Economic Outlook Decoupling is back (Q4 09) We expect the upswing in emerging Asia to stay relatively strong in coming quarters. The more trade-dependent economies will be held back by the long drawn-out recoveries that are likely in the US and... 24th November 2009 · 1 min read
China Economics Update PMIs add to impression of Asian strength Asia’s PMI releases today add to the weight of evidence that Asia’s recovery has plenty of positive momentum. 1st October 2009 · 1 min read
Asia Economics Update Deflation threat to keep Taiwan rates on prolonged hold With deflation still a lingering threat, interest rates will probably remain at their current low level in Taiwan until well after they start to climb elsewhere in the region. 24th September 2009 · 1 min read
