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
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
