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
Asia Data Response Manufacturing PMIs (Apr.) The April PMIs for Emerging Asia suggest that the region’s manufacturing recovery remained intact. Focusing on the two economies where the PMIs most closely track the hard data, Taiwan’s manufacturing... 2nd May 2017 · 1 min read
Asia Economic Outlook Stronger exports to boost growth in 2017 Buoyant global demand should help to support growth across most of Emerging Asia over the coming quarters, but mounting domestic headwinds mean a strong rebound is not on the cards. Although the... 11th April 2017 · 1 min read
Asia Data Response Manufacturing PMIs (Mar.) Most of Emerging Asia’s PMIs ticked up in March. But the woes of the manufacturing sector in Korea, one of the economies where the PMIs most closely track the hard data, are not over. 3rd April 2017 · 1 min read
Asia Economics Update Interest rates to stay low in Thailand With the economy showing signs of recovery and inflation back within its target band, the Bank of Thailand’s (BoT) decision to leave interest rates on hold at 1.50% today came as no surprise. Looking... 29th March 2017 · 1 min read
Asia Economics Weekly Duterte undermining reform prospects in the Philippines Struggles to push through much-needed tax reform in the Philippines are the first sign that President Duterte’s controversial war on drugs and offensive behaviour is undermining the efforts of his... 24th March 2017 · 1 min read
Asia Chart Pack South Korea elections: key names to watch Political campaigning in South Korea ahead of presidential elections due on 9th May is now well underway. Given the extent of public anger against ousted former president Park Geun-hye and her ruling... 21st March 2017 · 1 min read
Asia Economics Update Asia will not follow the Fed’s lead For most economies in Emerging Asia it will be local factors, not the actions of the US Federal Reserve, which will determine the next moves by the region’s central banks. 16th March 2017 · 1 min read
