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
Asia Chart Pack Political risk back on the agenda Political developments have once again taken centre stage over the past month. Most attention has focused on Thailand, where the army has staged a military coup. This may help to reduce uncertainty in... 29th May 2014 · 1 min read
Asia Economics Update Thailand's political crisis won't hurt the rest of the region Thailand's protracted political crisis has damaged the domestic economy, but there are few signs of contagion to the rest of the region. Some of its neighbours may even stand to benefit. 26th May 2014 · 1 min read
Asia Economics Focus Will urbanisation continue to drive growth in Asia? Urbanisation has been an important growth driver for Asian economies over the past few decades. With the proportion of the population living in urban areas still below 50% in many Asian countries... 26th May 2014 · 1 min read
Asia Economics Weekly Is Emerging Asia missing out on the global recovery? Recovery in advanced economies has been underway for the best part of a year now, but Emerging Asia’s exports have remained sluggish. Some commentators are concerned this is more than a short-term... 26th May 2014 · 1 min read
Asia Economics Update Thai coup restores short-term stability at long-term cost Thailand’s coup should reduce uncertainty in the near term and so may well be welcomed by financial markets. But it brings lasting resolution of the political conflict no closer and further undermines... 22nd May 2014 · 1 min read
Asia Economics Update Is Thailand’s crisis any nearer to being resolved? Contrary to some of the initial commentary, we are not convinced that the military’s imposition of martial law has brought resolution of Thailand’s political crisis any closer. There are a number of... 21st May 2014 · 1 min read
Asia Economics Update Thailand’s economic prospects hinge on political situation Prolonged political uncertainty in Thailand has clearly taken a heavy toll on the economy, which contracted in the first quarter of the year. Unless a resolution to the political crisis is found soon... 19th May 2014 · 1 min read
