Asia Economics Update Asian markets see renewed volatility Continued uncertainty over when the US Federal Reserve will start to taper its asset purchases under QE3 has led to renewed volatility across Asian financial markets over the past month. Currencies... 26th November 2013 · 1 min read
Asia Chart Pack Uncertainty over Fed tapering weighs on currencies After a period of relative calm in October, many Asian currencies have again come under pressure in the past couple of weeks. The sell-off follows renewed speculation that the Fed might start to taper... 20th November 2013 · 1 min read
Asia Economics Update Thailand’s economy remains fragile, and downside risks are rising GDP data today showed Thailand’s economy returning to growth in the third quarter, but a strong recovery is unlikely to materialise any time soon. High household debt and delays to public investment... 18th November 2013 · 1 min read
Asia Economics Weekly Malaysia set to maintain faster growth rate Malaysia's economy gained pace in the third quarter, driven by faster private consumption growth and a recovery in exports. Although households may soon start to feel the strain of high debt levels... 18th November 2013 · 1 min read
Asia Economics Weekly When India sneezes... India is by a long way the largest economy in South Asia. It is eight times the size of Pakistan and more than 30 times the size of Sri Lanka. India’s current weakness might therefore be expected to... 8th November 2013 · 1 min read
Asia Economics Update Asian markets see small rises Following a rollercoaster couple of months, which saw big falls in financial markets in August, followed by a strong rebound in September, equity markets have recorded small gains this month... 28th October 2013 · 1 min read
Asia Economics Weekly Weak domestic demand to hold back growth in Korea Today’s GDP data show that Korea recorded another quarter of solid growth in Q3, thanks mainly to strong domestic demand. Looking ahead, low interest rates and a pickup in exports should provide a... 28th October 2013 · 1 min read
Asia Chart Pack Growth remains weak despite signs of global recovery Growth in Emerging Asia has continued to slow, despite signs of recoveryelsewhere in the global economy. Our GDP Tracker, which uses monthly dataon output and expenditure, suggests regional output is... 22nd October 2013 · 1 min read
Asia Economics Update No rate changes in Thailand through to mid-2014 The Bank of Thailand kept its policy rate unchanged today at a low of just 2.50% against a backdrop of low inflation and weak growth. Although interest rates hikes are likely to start next year, the... 16th October 2013 · 1 min read
Asia Economics Weekly Asian export prospects looking up The IMF is right to argue that fiscal policy in South Africa needs to be tightened over the coming years in order to put public debt on a stable path. But its recommendation that South Africa adopt a... 14th October 2013 · 1 min read
Asia Economics Update Is Thailand’s current account deficit a problem? Thailand’s current account has slipped from surplus into deficit in the last couple of years. We expect the deficit to stabilise over the coming year and think the chances of a balance of payments... 11th October 2013 · 1 min read
Asia Economics Update Where and why do our forecasts differ from the IMF’s? In its latest World Economic Outlook (WEO), the IMF has cut its growth forecasts for most Emerging Asian economies, bringing them more or less into line with our own. However, there are three key... 10th October 2013 · 1 min read
Asia Economic Outlook China and India holding back regional rebound GDP growth in Emerging Asia over the next couple of years is likely to remain lacklustre by recent historical standards. The main reason for the subdued outlook is poor growth prospects in the region... 8th October 2013 · 1 min read
Asia Economics Weekly Time to worry about property price bubbles in Asia? Since the global financial crisis many economies in Asia have seen big increases in property prices. However, it is only in Hong Kong and parts of Taiwan that prices look to be in bubble territory and... 30th September 2013 · 1 min read
Asia Economics Update Emerging Asia Markets Monitor (Sep.) Asian currencies and equity markets have rebounded strongly over the past month. The biggest gains have been in those countries that were hardest hit by the sell-off in August. Bond yields have fallen... 24th September 2013 · 1 min read
Asia Economics Weekly India’s Reserve Bank changes tack The new governor of the Reserve Bank of India has attempted a deft trick at his first policy meeting: hiking the most closely-watched policy rate to signal his inflation fighting intentions while... 20th September 2013 · 1 min read
