Asia Economics Weekly Thailand: Demographics and politics to drag on prospects Thailand’s working age population is forecast to start shrinking from next year, presenting a headwind to the country’s economic prospects. With productivity growth set to remain weak, economic growth... 15th June 2018 · 1 min read
Asia Data Response Manufacturing PMIs (May) Most of Emerging Asia’s PMIs picked up in May. However, the manufacturing sector in Taiwan, one of the economies where the PMIs most closely track the hard data, appears to be losing momentum. 1st June 2018 · 1 min read
Asia Data Response Thailand GDP (Q1) Thailand’s economy expanded at its fastest pace in five years in Q1. While we think growth has now peaked, the economy should remain in good health over the coming quarters, helped by supportive... 21st May 2018 · 1 min read
Asia Economics Update Thailand in no hurry to hike rates The Bank of Thailand unsurprisingly decided to keep its policy rate on hold today at 1.5% against a backdrop of solid economic growth and subdued inflationary pressures. There was nothing in the... 16th May 2018 · 1 min read
Asia Data Response Manufacturing PMIs (Apr.) The April PMIs for Emerging Asia suggest that the region’s manufacturing sectors were lacklustre at the start of Q2. Focussing on the two economies where the PMIs most closely track the hard data... 2nd May 2018 · 1 min read
Asia Economics Update Rates to stay on hold in Thailand With the economy in good shape and inflationary pressures subdued, the Bank of Thailand unsurprisingly decided to keep its policy rate on hold today at 1.5%. The accompany statement reiterated that... 28th March 2018 · 1 min read
Asia Economics Weekly What impact will tariffs on China have on the rest of Asia? Donald Trump’s plans for a 25% tariff on up to $60bn of Chinese imports are unlikely to have much impact on the rest of Asia. However, as the market reaction today highlights, the threat of a further... 23rd March 2018 · 1 min read
Asia Data Response Manufacturing PMIs (Feb.) The February PMIs for Emerging Asia suggest the region’s manufacturing sectors remained in decent health. While the surveys point to rising prices, the big picture is that inflation in most of these... 1st March 2018 · 1 min read
Asia Data Response Thailand GDP (Q4) Thailand’s economy lost some momentum in Q4 but still expanded at the fastest pace since 2012 last year. We expect growth to remain robust over the coming quarters, supported by accommodative fiscal... 19th February 2018 · 1 min read
Asia Economics Weekly Singapore Budget: Preparing for old age Singapore’s government looks likely to raise taxes in its Budget next week to help fund the costs of its rapidly ageing population. But the country’s strong fiscal position leaves it much better... 14th February 2018 · 1 min read
Asia Economics Update Bank of Thailand in no rush to adjust policy The Bank of Thailand’s (BoT) decision to leave interest rates unchanged at 1.50% today was no surprise given the backdrop of an improving economy but very weak price pressures. There was nothing in... 14th February 2018 · 1 min read
Asia Data Response Manufacturing PMIs (Jan.) Emerging Asia’s PMIs for January suggest the region’s manufacturing sectors gained momentum at the start of 2018. Encouragingly, the headline readings for Taiwan and Korea – the two economies where... 1st February 2018 · 1 min read
Asia Economics Weekly What will Thailand do about the “strong” baht? The Thai authorities are becoming increasingly concerned by the strength of the baht, which has been one of the best performing emerging market currencies over the past year. The most likely policy... 26th January 2018 · 1 min read
Asia Economics Weekly A guide to elections in 2018 In this first Weekly of 2018, we take our usual look at the important elections that are set to take place in Asia over the coming year, assessing the implications for policymaking and economic growth... 5th January 2018 · 1 min read
Asia Data Response Manufacturing PMIs (Dec.) The December PMIs for Emerging Asia suggest that the region’s manufacturing sectors remained in good health. Focusing on the two economies where the PMIs most closely track the hard data, Taiwan’s... 2nd January 2018 · 1 min read
Asia Economics Update Thai rates to stay on hold through 2018 With growth robust and inflationary pressures subdued, the Bank of Thailand (BoT) unsurprisingly kept its policy rate on hold today at 1.50%. The accompanying monetary policy statement reaffirms our... 20th December 2017 · 1 min read