Asia Economics Weekly Asian growth eases in Q1 despite lower oil prices Growth in Emerging Asia eased slightly last quarter, despite the boost from lower oil prices. Weak exports haven’t helped, but it has been the reluctance of consumers to spend their windfall from... 29th May 2015 · 1 min read
Asia Chart Pack Indonesia still looks vulnerable Today’s handover from military to civilian rule in Myanmar marks another welcome step forward in the country’s political development. But the new government must overcome a number of major challenges... 28th May 2015 · 1 min read
Asia Economics Update Thailand one year on from the coup One year on from the military coup in Thailand, political order has been restored and the economy has returned to growth. But with the country no closer to a lasting solution to its long-running... 21st May 2015 · 1 min read
Asia Data Response Thailand GDP (Q1) The pick-up in Thailand's growth in Q1 was exaggerated by a low base in the first quarter of 2014, when growth contracted and political unrest was at its peak. With the economy facing headwinds such... 18th May 2015 · 1 min read
Asia Economics Weekly Asia’s rate cutting cycle is nearing an end Emerging Asia’s rate cutting cycle appears to be nearing its end, with only a handful of central banks likely to cut a little further. But it won’t be until 2016 that the region’s central banks move... 15th May 2015 · 1 min read
Asia Economics Update Asian currencies regain lost ground Most currencies in Emerging Asia recovered some ground against the US dollar in April as investors pushed back their expectations for rate hikes in the US. Equity markets also started the month... 30th April 2015 · 1 min read
Asia Chart Pack Slow out of the blocks Emerging Asia has made a weak start to the year. The headlines have been grabbed by China's slowdown but, a few positive signs from India aside, there has been little cause for cheer around the rest... 29th April 2015 · 1 min read
Asia Economics Update Bank of Thailand to adopt wait-and-see stance Against a backdrop of weak growth, negative inflation and government pressure for further easing, the Bank of Thailand (BoT) cut its policy rate by 25 basis points for the second straight meeting... 29th April 2015 · 1 min read
Asia Economics Weekly A manufacturing migration? Rapid wage growth, rising land costs and the appreciation of the renminbi have all helped to make China a less attractive place for low-end manufacturers to operate. Recent trends in foreign direct... 24th April 2015 · 1 min read
Asia Economic Outlook Most of Emerging Asia set for faster growth Most economies in Emerging Asia are likely to record decent growth over the next couple of years. However, with the pace of expansion in the region’s biggest economy, China, set to ease further in... 9th April 2015 · 1 min read
Asia Economics Update Currencies and equity markets drop back Most equity markets and currencies in Emerging Asia fell last month, although in the majority of cases the declines were relatively small. 1st April 2015 · 1 min read
Asia Economics Weekly Deflation of Thailand’s credit bubble has further to run Although credit growth in Thailand has cooled over the past few years, the process of deflating the country’s credit bubble is still far from over. Given this, the Bank of Thailand’s decision earlier... 27th March 2015 · 1 min read
Asia Chart Pack Exports take a turn for the worse Emerging Asia’s exports have taken a turn for the worse in recent months. Leaving out China, the region’s merchandise exports, measured in US dollar terms, contracted at the sharpest annual rate in... 24th March 2015 · 1 min read
Asia Economics Update Thailand's rate cut likely to be a one-off The Bank of Thailand (BoT) joined the global shift toward monetary loosening today, cutting its policy rate by 25bp to 1.75%. Looking ahead, we think the BoT will keep rates on hold in the coming... 11th March 2015 · 1 min read
Commodities Update Faster sales of Thailand’s rice stocks should pull down prices The announcement that the Thai government is planning to clear its rice stockpiles in just two years should put significant downward pressure on rice prices over this time period. 27th February 2015 · 1 min read
Asia Economics Update Asian equity markets continue good run Equity markets in Emerging Asia recorded another month of solid gains in February. Currencies did not fare as well, particularly the Indonesian rupiah, which has continued to weaken against the US... 27th February 2015 · 1 min read
