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
Asia Economics Weekly Spike in inflation nothing to worry about The sharp rise in headline inflation across Emerging Asia is unlikely to be the trigger for the region’s central banks to start tightening monetary policy. The increase is almost entirely due to an... 3rd March 2017 · 1 min read
Asia Data Response Manufacturing PMIs (Feb.) The PMIs for Emerging Asia in February were mostly encouraging, suggesting that manufacturing conditions in the region are slowly gaining a firmer footing. 1st March 2017 · 1 min read
Asia Data Response Thailand GDP (Q4) Thailand’s economy ended 2016 on a subdued note. A combination of lacklustre external demand, high household debt and continued political uncertainty will keep growth subdued in the quarters ahead. 20th February 2017 · 1 min read
Asia Economics Update Bank of Thailand to keep rates on prolonged hold The Bank of Thailand (BoT) unsurprisingly left its policy rate on hold at 1.50% for its 14th straight meeting today. With the government prepared to do the heavy lifting to support the economy, the... 8th February 2017 · 1 min read
Asia Economics Weekly Thailand’s current account surplus is a sign of weakness Large current account surpluses are sometimes a sign of economic strength. In the case of Thailand, however, where the surplus is over 10% of GDP, it is a symptom of a deeply depressed economy. 27th January 2017 · 1 min read
Asia Chart Pack Vietnam complacent over credit risks Policymakers in Vietnam are becoming increasingly complacent of the risks posed by the rapid build-up in debt, as reflected by the government’s recent announcement that it was targeting credit growth... 17th January 2017 · 1 min read
Asia Economic Outlook Steady growth ahead Most countries in Emerging Asia should continue to grow at a decent pace over the next couple of years as loose monetary policy helps support demand. The key exception is China, where growth looks set... 13th January 2017 · 1 min read
Asia Data Response Manufacturing PMIs (Dec.) Emerging Asia’s PMIs were a mixed bag in December. Focusing on the two economies where the PMIs most closely track the hard data, the recovery in Taiwan’s manufacturing sector appears to have... 3rd January 2017 · 1 min read
Asia Economics Update Thailand to keep rates on hold throughout 2017 The Bank of Thailand (BoT) left its policy rate on hold at 1.50% today, and with fiscal policy taking the lead in boosting growth but inflationary pressures benign, the BoT is likely to keep rates... 21st December 2016 · 1 min read
