Asia Economics Focus New forecasts for Emerging Asia as coronavirus spreads There is a huge amount of uncertainty over how things will play out over the coming weeks as the coronavirus crisis continues to unfold, and any forecasts should be taken with more than the usual... 10th March 2020 · 10 mins read
Asia Economics Update What do falling oil prices mean for Emerging Asia? Most countries in Emerging Asia are net importers of oil, so would usually stand to gain from a big drop in prices. But with the coronavirus continuing to spread and people increasingly avoiding... 9th March 2020 · 3 mins read
Asia Economics Update Coronavirus: the long-term impact on supply chains The coronavirus itself may not trigger a wholesale reorganisation of supply chains, but it strengthens the argument for companies to reduce associated risks. One response might be to introduce more... 2nd March 2020 · 3 mins read
Asia Data Response Manufacturing PMIs (Feb.) PMI readings for Asia are likely to have understated the disruption to industry from factory shutdowns in China, and the recent rise in coronavirus cases outside of China means that worse may be yet... 2nd March 2020 · 2 mins read
Asia Data Response Thailand GDP (Q4) Figures published today reveal that Thailand’s economy was in a poor state, even before the coronavirus hit. With tourist arrivals collapsing and the disruption from factory closures in China likely... 17th February 2020 · 3 mins read
Asia Economics Update Bank of Thailand to ease further The Bank of Thailand (BoT) cut interest rates today, and with the economy being hit hard by a slump in tourist arrivals as well as disruption to its industrial sector as the coronavirus continues to... 5th February 2020 · 3 mins read
Asia Data Response Manufacturing PMIs and Korea Trade (Jan.) PMIs for Emerging Asia (ex. China) and Korean trade data were mostly unchanged in January, but neither give a good indication of how the coronavirus has hit the regional economy most recently. With... 3rd February 2020 · 3 mins read
Asia Economics Weekly Taiwan election, Thailand’s currency dilemma Given her huge lead in the opinion polls, it will come as a major surprise if Tsai Ing-wen is not re-elected for a second and final term as Taiwan’s president on Saturday. However, whether Tsai can... 10th January 2020 · 6 mins read
Asia Data Response Manufacturing PMIs (Dec.) PMIs for Emerging Asia (ex. China) improved slightly in December, which is consistent with our view that while regional growth remains weak, it has at least bottomed out. 2nd January 2020 · 2 mins read
Asia Economics Weekly BoK to cut again, Sri Lanka on slow road to recovery Minutes from the Bank of Korea’s (BoK) November rate meeting reveal that while only one of the seven members of its Monetary Policy Board voted for a cut, other members also struck a dovish tone. We... 20th December 2019 · 9 mins read
Asia Economics Focus What to expect in 2020 and how we differ from consensus Growth in Emerging Asia has struggled over the past year. While most economies should stage a modest recovery over the coming quarters on the back of looser fiscal and monetary policy, with China... 19th December 2019 · 9 mins read
Asia Economics Update Thailand: rates on hold, but further easing next year The Bank of Thailand (BoT) left its policy rate unchanged today, but further rate cuts are likely next year. 18th December 2019 · 2 mins read
Asia Data Response Manufacturing PMIs (Nov.) PMIs for Emerging Asia (ex. China) were slightly more positive in November, suggesting that while industry remains weak it is starting to recover. The continued improvement in PMIs for China provides... 2nd December 2019 · 2 mins read
Asia Economics Update A slow recovery ahead GDP growth was either flat or picked up slightly in most parts of Emerging Asia last quarter, and we think regional growth will rise gradually over the coming year helped by a slow recovery in exports... 22nd November 2019 · 3 mins read
Asia Data Response Thailand GDP (Q3) GDP growth in Thailand only managed to nudge up in Q3, and with global growth set to drag on exports we expect the economy to remain sluggish in the quarters ahead. 18th November 2019 · 3 mins read
Asia Economics Update Bank of Thailand cuts rates, more easing likely The Bank of Thailand (BoT) cut its key policy rate to 1.25% today, and with economic growth set to remain weak and concerns about the strength of the baht mounting, we think the central bank will... 6th November 2019 · 3 mins read
