Asia Economics Update Is inflation about to reach a turning point? Headline inflation rates across emerging Asia, which had been trending lower this year, look set to pick up in coming months. Nonetheless, inflation in the region is unlikely to rise sharply and... 11th September 2012 · 1 min read
Asia Economics Update Thailand still likely to loosen monetary policy The Bank of Thailand (BoT) kept its policy rate at 3.0% today, as was widely expected. Healthy domestic demand is cushioning the blow from soft exports, but we think persistent global weakness will... 5th September 2012 · 1 min read
Asia Economics Weekly Asia's consumers far from immune to global problems We expect global demand to stay weak in coming quarters and for labour markets and consumer confidence in Asia to soften as a result. Central banks in the region are likely to ease further, which... 31st August 2012 · 1 min read
Asia Economics Update ASEAN outperformance set to continue Thanks mainly to strong domestic demand, economic growth in ASEAN has held up much better than in the rest of Asia so far this year. Although weaker exports will weigh on demand in the coming quarters... 21st August 2012 · 1 min read
Asia Economics Update Thailand’s post-flood rebound to give way to subdued trend Today’s Q2 GDP figures from Thailand were better than the consensus had expected. Nonetheless, we still think that growth will be sluggish over the next few quarters and that the Bank of Thailand (BoT... 20th August 2012 · 1 min read
Asia Economic Outlook Weak global demand to hamper growth Compared with other emerging regions, Asia is relatively well placed to withstand sluggish global growth. For one thing, policymakers have the ability and willingness to significantly loosen monetary... 26th July 2012 · 1 min read
Asia Economics Update Are lower oil prices a blessing for Asia? The recent collapse in oil prices will help most Asian economies, with oil-intensive Thailand and India benefiting the most. The trouble though is that oil prices are falling because the global... 27th June 2012 · 1 min read
Asia Chart Pack Falling oil prices provide more scope to loosen policy Exports from Asia have been weak so far in Q2 but domestic demand has held up reasonably well. Nonetheless, we doubt that growth in Asia’s trade-dependent economies would remain so resilient if global... 26th June 2012 · 1 min read
Asia Economics Weekly What do falling commodity prices mean for Australia? Sharp falls in commodity prices over recent weeks have raised questions over the sustainability of Australia’s mining investment boom. On the plus side, the struggling non-mining parts of the economy... 25th June 2012 · 1 min read
Asia Economics Update Bank of Thailand likely to loosen policy by year-end The Bank of Thailand (BoT) kept its policy rate at 3.0% today, as was widely expected. While Thailand’s economy bounced back strongly in Q1 from last year’s flood-induced slump, the focus has now... 13th June 2012 · 1 min read
Asia Economics Update Is fiscal stimulus on the way in Asia? Our view that Asia is well-placed to withstand sluggish global growth and the crisis in the euro-zone is based on our belief that policymakers in the region have plenty of scope to cut interest rates... 12th June 2012 · 1 min read
China Economics Update Who in Asia is most vulnerable to a hard landing in China? Recent weak data from China has led to renewed fears of a hard landing in Asia’s biggest economy. The countries most exposed would be those for which China is an important export market such as Hong... 6th June 2012 · 1 min read
Asia Chart Pack Currencies and equities fall sharply, further falls likely Following a strong start to the year, most Asian currencies and equities fell sharply in May. The main reason is that renewed concerns over the euro-zone’s future brought a return in global risk... 31st May 2012 · 1 min read
Asia Economics Update How bad were the Q1 data for emerging Asia? Most of Asia reported weak GDP growth in the first quarter of this year, due mainly to weak export demand. The crisis in the euro-zone is likely to weigh heavily on Asia this year. However, the... 23rd May 2012 · 1 min read
Asia Economics Update Thailand posts V-shaped recovery, but policy loosening still likely Today’s Q1 GDP data show that Thailand’s economy bounced back strongly from the flood-induced slump in Q4, as expected. Growth will inevitably slow sharply now that the easy gains have been achieved... 21st May 2012 · 1 min read
Asia Economics Weekly Better placed than most to weather Greece exit storm Political deadlock in Greece has re-ignited market fears of euro-zone break-up. While Asia would not escape unscathed from turmoil associated with Greece’s departure from the currency union, the... 21st May 2012 · 1 min read
