Asia Economics Weekly Bank of Thailand to resist pressure to cut interest rates The government is putting pressure on the Bank of Thailand (BoT) to cut interest rates in order to weaken the baht, which has been the best performing currency in Asia so far this year. The central... 22nd September 2017 · 1 min read
Asia Chart Pack Will tougher sanctions on North Korea work? The United Nations has agreed a new set of sanctions on North Korea, which while falling short of what was originally demanded by the US, constitute the strongest sanctions ever imposed on the country... 12th September 2017 · 1 min read
Asia Data Response Manufacturing PMIs (Aug.) Emerging Asia’s PMIs for August suggest the region’s manufacturing sectors gained a little bit of momentum last month. In particular, there were signs of improvement in both Korea and Taiwan – the two... 1st September 2017 · 1 min read
Asia Chart Pack Will other central banks follow Bank Indonesia? Despite the current subdued rates of inflation across most of Emerging Asia, we don’t expect many of the region’s central banks to copy Bank Indonesia, which yesterday surprised markets by cutting... 23rd August 2017 · 1 min read
Asia Data Response Thailand GDP (Q2) Figures released today show Thailand’s economy continued to gain momentum in Q2, and is now growing at its fastest pace in y/y terms since Q1 2013. We expect growth to remain relatively strong over... 21st August 2017 · 1 min read
Asia Economics Weekly Remittance slowdown a big risk to South Asia A fall in remittances to Bangladesh, Pakistan and Sri Lanka is a big concern for these economies. If sustained, it could cause growth to weaken and put their currencies under downward pressure. 18th August 2017 · 1 min read
Asia Economics Update Thai rates to stay on hold for a while longer The Bank of Thailand (BoT) left interest rates on hold today and the accompanying monetary policy statement suggests the central bank is in no rush to adjust rates any time soon. We are maintaining... 16th August 2017 · 1 min read
Asia Data Response Manufacturing PMIs (Jul.) Emerging Asia’s PMIs for July suggest the region’s manufacturing sectors started Q3 on a subdued note. Focussing on the two economies where the PMIs most closely track the hard data, Taiwan’s... 1st August 2017 · 1 min read
Emerging Markets Trade Monitor EM export growth to slow, but not collapse EM export growth ticked up in May, but the big picture is that the sharp acceleration caused by the rebound in global commodity prices over the past year or so is now behind us. We don’t expect EM... 14th July 2017 · 1 min read
Asia Economic Outlook How long will the recovery last? A pick-up in exports will lift growth in Emerging Asia to a five-year high in 2017, but mounting domestic headwinds means that this is unlikely to be sustained. We expect growth to slow in 201819... 6th July 2017 · 1 min read
Asia Economics Update Thai rates to stay on hold for a while longer The Bank of Thailand (BoT) left interest rates on hold today and the accompanying monetary policy statement suggests the central bank is in no rush to adjust rates any time soon. We are maintaining... 5th July 2017 · 1 min read
Asia Data Response Manufacturing PMIs (Jun.) The June PMIs for Emerging Asia suggest that the region’s manufacturing sectors remained in decent health. The pick up in the PMI readings in Taiwan and Korea – the two economies where the PMIs most... 3rd July 2017 · 1 min read
Asia Economics Weekly Asian financial crisis twenty years on There are more differences than similarities between the situation now and the position many Asian countries found themselves in on the eve of the Asian financial crisis 20 years ago. But there is no... 30th June 2017 · 1 min read
Asia Data Response Manufacturing PMIs (May) Most of Emerging Asia’s manufacturing PMIs slipped in May, but we doubt this marks the start of a significant downturn in Asian manufacturing. 1st June 2017 · 1 min read
Asia Economics Update Thailand to keep rates on prolonged hold With the economy gaining momentum and price pressure benign, it was no surprise that the Bank of Thailand (BoT) left its policy rate on hold at 1.50% today. Looking ahead, we expect the BoT to keep... 24th May 2017 · 1 min read
Asia Data Response Thailand GDP (Q1) Figures released today show Thailand’s economy started 2017 on a solid note. We expect growth to pick up a little further in the coming quarters, helped by robust external demand, supportive fiscal... 15th May 2017 · 1 min read
