Asia Economics Weekly Is a credit bubble building in the Philippines? The surge in credit that has been going on across much of Emerging Asia since the global financial crisis has been getting some well-deserved media attention recently. But while we have been flagging... 19th May 2014 · 1 min read
Asia Economics Weekly Are expectations too high for Modi’s India? All eyes will be on India next week as its much-talked-about election comes to an end. Opinion polls have consistently suggested that the opposition BJP party, which has nominated Narendra Modi as its... 12th May 2014 · 1 min read
Asia Economics Update Thailand’s political crisis is entering a crucial phase Thailand’s political crisis is approaching a critical stage as caretaker Prime Minister Yingluck Shinawatra faces key rulings that could force her out of office. There are some signs that the ruling... 6th May 2014 · 1 min read
Asia Economics Weekly Rate hikes coming soon in the Philippines and Malaysia The coming week sees scheduled monetary policy meetings in five countries. Korea, Australia and Indonesia look almost certain to keep interest rates on hold. The decisions in the Philippines and... 5th May 2014 · 1 min read
Asia Economics Update Asian equities record a solid month Most of Asia’s stock markets recorded gains in April, buoyed by capital inflows. The positive sentiment toward Asian equities appears to reflect an easing of fears over a hard landing in China, as... 30th April 2014 · 1 min read
Asia Chart Pack Political developments take centre stage Political developments have taken central stage over the past month. Election season is underway in India and Indonesia. Investors are optimistic that India’s election will bring about a positive... 29th April 2014 · 1 min read
Asia Economics Update Thailand to keep policy rate on hold Following a 25bp cut to its policy rate last month, the Bank of Thailand (BoT) adopted a wait-and-see approach today and kept the benchmark rate unchanged. With demand still fragile, we expect... 23rd April 2014 · 1 min read
Asia Economics Update Exports cannot offset Thailand’s domestic demand weakness With domestic demand struggling under the weight of the ongoing political unrest, exports have become the main beacon of hope for Thailand’s economy this year. However, we doubt the export sector can... 15th April 2014 · 1 min read
Asia Economics Weekly Four risks to watch out for in Emerging Asia Our recently published Emerging Asia Outlook paints a fairly benign picture of the region’s growth prospects, with most economies set to make a gradual recovery in 2014-15. This Weekly looks at some... 14th April 2014 · 1 min read
Asia Economic Outlook Domestic challenges coming into focus Most countries in Emerging Asia should enjoy a steady recovery over the next couple of years on the back of loose monetary policy and a pickup in demand from advanced economies. However, a number of... 10th April 2014 · 1 min read
Asia Economics Update A mixed month for Asian currencies After a solid bounce across the board in February, the performance of most Asian currencies and equity markets was muted over the past month. That said, investors were still showing improved appetite... 31st March 2014 · 1 min read
Asia Economics Weekly Export outperformance won't reignite Vietnam's economy Vietnam's exports have been a rare bright spot for its struggling economy in recent years, mainly owing to the country's success in attracting foreign manufacturers that want a low-cost alternative to... 31st March 2014 · 1 min read
Asia Chart Pack Asia's consumer sector is picking up After enduring a slump for much of 2013, retail sales in Emerging Asia (ex. China) appear to have turned a corner. Growth has picked up strongly across most countries in the region in recent months... 26th March 2014 · 1 min read
Emerging Markets Financial Risk Monitor Venezuela and Thailand still the most at risk The Capital Economics Risk Indicator (CERI) has fallen to a ten-year low suggesting that there is very little threat of a 1990s-style systemic emerging market (EM) crisis. That being said, some... 24th March 2014 · 1 min read
Asia Economics Update Still no end to Thailand's political crisis in sight Thailand’s ongoing political crisis took a new turn on Friday with the constitutional court deciding to annul the February general election. The annulment brings the crisis no closer to a resolution... 24th March 2014 · 1 min read
Asia Economics Weekly Is Emerging Asia about to run into structural constraints? Concerns over structural constraints on growth have come to the fore recently, in the wake of prolonged slowdowns in some of the world's biggest emerging economies. There are some fears that parts of... 24th March 2014 · 1 min read
