Asia Economics Update Thailand: Further tightening unlikely The Bank of Thailand (BoT) raised its policy rate by 25bps, to 2.0%, today but given the relatively benign outlook for inflation we think this marks the end of the tightening cycle. 31st May 2023 · 3 mins read
Emerging Markets Economics Chart Pack Latest EM elections raise policy risks The results of elections in major EMs over the past month have increased macroeconomic policy risks. Most notably in Turkey, President Erdogan now has the edge ahead of a second-round presidential... 25th May 2023 · 8 mins read
Asia Economics Weekly Vietnam friend-shoring boost, Thai election muddle Decoupling between China and the US is presenting opportunities for countries that are able to adapt their economies to shifting global supply chains. So far, the main beneficiary of these shifts has... 19th May 2023 · 9 mins read
Asia Economics Update Five key questions (and answers) on the Thai election Thailand’s general election has delivered a massive victory for the main opposition parties, but this may not be enough to allow them to form the next government. This Update answers five key... 15th May 2023 · 3 mins read
Asia Data Response Thailand GDP (Q1) GDP figures released earlier today show the economy bounced back strongly in the first quarter of the year. Provided political stability is maintained, the economy is well placed to grow strongly in... 15th May 2023 · 3 mins read
Asia Economics Weekly BSP meeting on a knife edge, Thailand election The BSP’s meeting on Thursday is likely to be a close call, but with inflation in the Philippines firmly on the way down and the economy slowing, we think the central bank will finally hit the pause... 12th May 2023 · 6 mins read
Asia Economics Focus Will Thailand’s prospects improve after the election? Provided Thailand’s general election on 14th May does not set off a new round of political unrest and violence, the economy should grow strongly this year. But the long-term outlook is challenging... 8th May 2023 · 13 mins read
Event EM Asia Drop-In: Thailand’s election and near to long-term economic risks 1683792000 The Thai economy is poised for recovery this year, but before that the country faces a contentious general election on 14th May which could be a trigger for fresh political unrest.
Asia Data Response Manufacturing PMIs, Korea Trade and Inflation (Apr.) A simple average of manufacturing PMIs in Emerging Asia rose slightly in April but this was almost entirely driven by a large jump in Thailand’s headline index to a record high. Weak global demand and... 2nd May 2023 · 3 mins read
Asia Economics Weekly Auto rebound unlikely to last, new currency forecasts Automotive production across Asia, which was badly hit during the pandemic by a shortage of semiconductor components, is now rebounding rapidly as this constraint unwinds. This is providing a boost to... 28th April 2023 · 8 mins read
Emerging Markets Economics Update Inflation expectations fall, but reasons for caution Our dataset on inflation expectations across EMs shows some encouraging falls since 2022 and supports our view that, with EM inflation likely to fall further, monetary easing cycles will start in the... 19th April 2023 · 5 mins read
Asia Economics Weekly MAS decision on a knife edge, Thai inflation falling The Monetary Authority of Singapore is likely to leave its policy settings on hold at its scheduled meeting next week, with concerns about the growth outlook set to outweigh lingering worries on... 6th April 2023 · 6 mins read
Asia Economics Weekly Korean industry struggling, CPTPP+UK Korea’s manufacturing sector is in for a painful year with bloated inventories and weak external demand set to drag on production. Data published earlier today showed that production of semiconductors... 31st March 2023 · 10 mins read
Asia Chart Pack Asian banks in decent shape, but credit risks lurk The turmoil in the global banking system over the past month has had a limited impact on Asia – currencies have held up well and outflows of capital have been small. And in general, banking sectors in... 30th March 2023 · 16 mins read
