Asia Chart Pack Malaysia moves to stabilise the ringgit The Malaysian central bank (BNM) has introduced a range of measures to stabilise the ringgit, which has been the region’s worst performing currency over the past month. The most significant step it... 14th December 2016 · 1 min read
Asia Economics Weekly Thailand’s populist shift is bad news for the economy The recent shift by the military government in Thailand towards economic populism will help to shore-up demand in the short-term. But the stalling of economic reform is undermining the country’s long... 2nd December 2016 · 1 min read
Asia Data Response Manufacturing PMIs (Nov.) The PMIs for Emerging Asia suggest conditions in the region’s manufacturing sectors mostly remained subdued in November. Focusing on the two economies where the PMIs most closely track the hard data... 1st December 2016 · 1 min read
Asia Economics Update Asian markets stabilise Asian financial markets have stabilised after falling sharply in the immediate aftermath of Donald Trump’s surprise US election victory. Looking ahead, we expect to see further falls in currencies... 30th November 2016 · 1 min read
Asia Chart Pack Political developments take centre stage Political developments have taken centre stage over the past month. Aside from Donald Trump’s election victory, most attention in Asia has focused on Korea, where President Park Geun-hye is clinging... 23rd November 2016 · 1 min read
Asia Data Response Thailand GDP (Q3) Thailand’s growth slowed in Q3 and looks set to soften further over the coming quarters, due to high levels of household debt, lacklustre global growth and continued political uncertainty. 21st November 2016 · 1 min read
Asia Economics Update China trade pact will not compensate for failure of TPP The demise of the TPP is a blow to economic prospects in Emerging Asia. The benefits of a China-led regional trade deal are likely to be much smaller. 18th November 2016 · 1 min read
Asia Economics Update What does Trump’s victory mean for policymakers in Asia? The Bank of Thailand (BoT) left interest rates unchanged at 1.50% today and is likely to be in little hurry to adjust monetary policy over the coming year. Elsewhere in the region, the increase in... 9th November 2016 · 1 min read
Asia Economics Update What would a Trump victory mean for Asia? The Philippines, followed by Taiwan and Korea, stand out as the countries in Asia with most to lose inthe event Donald Trump is elected as the next president of the United States. 7th November 2016 · 1 min read
Asia Economics Focus Household debt mountain to weigh on Asian consumers A surge in household borrowing has provided a key support to economic growth across large parts of Emerging Asia over the past few years. Worst case scenarios of a financial crisis are unlikely to... 3rd November 2016 · 1 min read
Asia Data Response Manufacturing PMIs (Oct.) Manufacturing conditions in Emerging Asia were lacklustre in October. Focusing on the two economies where the PMIs most closely track the hard data, there are further signs of improvement in Taiwan’s... 1st November 2016 · 1 min read
Asia Economics Update Markets in Thailand regain their poise Manufacturing conditions in Emerging Asia were lacklustre in October. Focusing on the two economies where the PMIs most closely track the hard data, there are further signs of improvement in Taiwan’s... 31st October 2016 · 1 min read
Asia Economics Weekly Political risk on the rise in South East Asia There is little sign that the death of the King of Thailand or the increasingly erratic behaviour of President Duterte of the Philippines is, so far at least, having much of an impact on the economy... 28th October 2016 · 1 min read
Asia Economics Weekly Malaysia to signal continued commitment to fiscal discipline The Malaysian government is likely to prioritise maintaining fiscal discipline over supportingthe weak economy at its upcoming budget. 14th October 2016 · 1 min read
Asia Economics Update King’s death casts shadow over Thailand The death of Thailand’s highly-revered king will plunge the country into a state of mourning, and also deep political uncertainty. There is a risk that political tensions flare up, triggering a... 13th October 2016 · 1 min read
Asia Economics Update Poor health of the king is the key risk to Thai growth outlook The worsening health of the King of Thailand poses a key risk to the country’s economy. His death would plunge the country back into political crisis, which in turn could push the economy into... 10th October 2016 · 1 min read
