Asia Economics Weekly Consumer spending in Emerging Asia set for recovery Emerging Asia’s consumers have been struggling in recent months. Tight labour markets and improving growth prospects point to some pick-up going forward, but high levels of household debt in a number... 4th August 2014 · 1 min read
Asia Economics Update Indonesia's financial markets recover on the back of election results Most of the region's currencies and equity markets fared well over the past month. In particular, Joko Widodo's presidential election victory in July helped Indonesia's financial markets stage a... 31st July 2014 · 1 min read
Asia Chart Pack Property price worries prompt rate hikes The central banks of New Zealand, the Philippines and Malaysia all tightened monetary policy last month amid signs that policymakers are becoming increasingly concerned that loose monetary policy is... 30th July 2014 · 1 min read
Asia Economics Update Thailand is showing signs of post-crisis recovery Thailand's economy appears to be on the road to recovery following the military coup on 22 nd May. But challenges remain and we expect the economy to grow at less than its trend rate for a while yet. 9th July 2014 · 1 min read
Asia Economic Outlook Weaker credit growth to weigh on region Most countries in Emerging Asia should record reasonable growth over the next couple of years, helped by a combination of supportive monetary policy and a pick-up in demand from advanced economies... 4th July 2014 · 1 min read
Asia Economics Update Thailand’s financial markets recover, while Indonesia’s falter Reduced political tensions in Thailand have boosted its stock market and the baht. But in Indonesia, growing uncertainty over the result of July’s presidential election has weighed on financial... 30th June 2014 · 1 min read
Asia Economics Weekly Korea will struggle to overcome its demographic drag Korea has some of the worst demographic dynamics in Emerging Asia. Not only is the population set to age dramatically, but the size of the overall workforce is also set to fall sharply. Although the... 30th June 2014 · 1 min read
Asia Chart Pack Indonesian rupiah back in the spotlight An easing of financial conditions across the global economy has given support to most currencies in Emerging Asia, which have generally been appreciating against the US dollar over the past few months... 25th June 2014 · 1 min read
Asia Economics Update Are higher oil prices a threat to Asia? A sharp rise in oil prices as a result of the crisis in Iraq would have negative effects on Emerging Asia. While the inflationary impact is likely to be manageable, most Asian economies are net... 24th June 2014 · 1 min read
Asia Economics Update Pressure for rate cuts is easing in Thailand The Bank of Thailand (BoT) unsurprisingly kept its policy rate on hold at 2.0% today amid signs that the worst effects of the political crisis on the economy are probably over. Provided the economy... 18th June 2014 · 1 min read
Asia Economics Weekly How will Emerging Asia fare over the next decade? In recent decades Emerging Asia has consistently set the global benchmark for economic growth. In this Weekly we look at prospects for the next decade. Overall, while Emerging Asia should continue to... 16th June 2014 · 1 min read
Asia Economics Update Three scenarios for how Asia’s credit binge will end We have been arguing for some time that Emerging Asia’s credit binge is unsustainable. While we don’t think an Asia-wide financial crisis is likely, the countries that have seen the biggest build-up... 10th June 2014 · 1 min read
Asia Economics Weekly Can manufacturing revive growth in India and Indonesia? A strong manufacturing sector would go some way to reviving the economic fortunes of India and Indonesia. The challenges are formidable. But, with a new prime minister in India, and Indonesia set to... 9th June 2014 · 1 min read
Asia Economics Update Can the junta save the Thai economy? Since assuming power, the army has made spurring the flagging Thai economy one of its top priorities. Public spending should receive a boost, but private sector expenditure is likely to remain subdued... 5th June 2014 · 1 min read
Asia Economics Weekly South East Asia losing its shine The slowdown in GDP growth in South East Asia in recent quarters represents something of a fall from grace for the region, which until recently was a rare bright spot in the global economy. With the... 2nd June 2014 · 1 min read
Asia Economics Update Emerging Asia Markets Monitor (May) The election of Narendra Modi in India has provided a boost to the rupee and the Indian stock market. In contrast, the military coup in Thailand and anti-China protests in Vietnam have weighed on... 30th May 2014 · 1 min read
