Asia Chart Pack Time to worry about deflation? Emerging Asia has seen a sharp drop in inflationary pressures over the past few months. Taiwan, Singapore and Thailand are now experiencing deflation, while inflation is 1% y/y or below in Malaysia... 25th February 2015 · 1 min read
Asia Data Response Thailand GDP (Q4) Thailand's economy continued to gain momentum in the fourth quarter, with growth picking up to 2.3% y/y from 0.6% the quarter before. The Thai economy should gain a firmer footing in the coming... 16th February 2015 · 1 min read
Asia Economics Update Asian equity markets make winning start to 2015 Emerging Asian equity markets have got off to a strong start to the year, while the performance of Asian currencies has been much more mixed. 30th January 2015 · 1 min read
Asia Chart Pack Interest rate cuts to be exception rather than rule Expectations that the fall in oil prices will trigger a wave of interest rate cuts across Asia are probably wide of the mark. Admittedly, Pakistan, India and Singapore have each loosened monetary... 29th January 2015 · 1 min read
Asia Economics Update Falling inflation not enough to trigger Thai rate cut The Bank of Thailand (BoT) left interest rates unchanged at 2.0% today despite the recent drop in inflation. While dissent within the monetary policy committee has raised the odds of a rate cut, we... 28th January 2015 · 1 min read
Asia Economic Outlook Lower oil prices to support growth The recent sharp drop in global oil prices is a positive development for Emerging Asia. It will support growth in most economies and will put downward pressure on inflation, providing scope for... 14th January 2015 · 1 min read
Asia Chart Pack Sri Lanka faces tight election contest Sri Lanka’s presidential election, scheduled for 8 th January, is shaping up to be much closer than expected, with the current president, Mahinda Rajapaksa, now facing a genuine challenge from... 24th December 2014 · 1 min read
Asia Economics Update Rough end to the year for Asian markets Emerging Asia’s financial markets have not escaped the latest turmoil unscathed, but they have fared better than other EM regions. 18th December 2014 · 1 min read
Asia Economics Update Thailand's tourism recovery underway, but headwinds persist Thailand's tourism sector, which was a key growth driver before the most recent political crisis, finally looks to be on the mend, and should add much-needed support to the economy going into 2015... 18th December 2014 · 1 min read
Asia Economics Update Thai rates to stay low to support growth The Bank of Thailand (BoT) left interest rates unchanged at 2.0% today against the backdrop of gradual improvement in the economy. With price pressures benign, we think the BoT will look to keep... 17th December 2014 · 1 min read
Commodities Update Sales of Thai rice stocks to push prices lower The fall in the price of Thai rice since August has coincided with the resumption of sales by the Thai government from its enormous stockpiles. Continued official sales into an already well-supplied... 5th December 2014 · 1 min read
Asia Economics Update Limited impact from Chinese rate cut Financial markets in Emerging Asia have on the whole had a fairly quiet month despite the recent Chinese rate cut and the expansion of the Bank of Japan’s programme of quantitative easing. 28th November 2014 · 1 min read
Asia Chart Pack Retail spending picks up, but recovery uneven There has been a gradual recovery in retail spending in Emerging Asia during 2014. The top performing countries are Indonesia and Malaysia, where retail sales are expanding at a double digit pace. In... 26th November 2014 · 1 min read
Asia Data Response Thailand GDP (Q3) Thailand's economy continued its lacklustre recovery in the third quarter, with growth picking up only slightly to 0.6% y/y from 0.4% the quarter before. Growth should accelerate further in the coming... 17th November 2014 · 1 min read
Asia Economics Weekly China-Korea free trade deal is not a game changer The recently announced free-trade deal between Korea and China has generated plenty of optimistic headlines. However, we are sceptical the deal will have much impact, and it certainly isn’t going to... 14th November 2014 · 1 min read
Emerging Markets Economics Update Credit bubbles deflate – but at the cost of weaker growth There are encouraging signs that the credit bubbles that had been building in a handful of major EMs are now deflating. But this process has only just begun – and the modest slowdown in credit that we... 13th November 2014 · 1 min read
