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
Asia Economics Update What would a rebalancing of China’s economy mean for Asia? A rebalancing of China’s economy away from investment and towards consumption would be bad for the region’s capital goods and commodities exporters, with Korea, Indonesia and Australia likely to be... 18th May 2012 · 1 min read
Asia Economics Update Bank of Thailand in no rush to change policy stance The Bank of Thailand (BoT) kept its policy rate at 3.0% today, as was widely expected. The economy looks to have grown strongly in Q1, following floods that brought a slump in GDP late last year... 2nd May 2012 · 1 min read
Asia Chart Pack Export improvement brings fragile recovery Emerging Asia’s economies fared better in Q1 than Q4. Both Singapore and Taiwan returned to quarterly growth, while Korea’s economy grew at a faster q/q rate. Business and consumer surveys show an... 30th April 2012 · 1 min read
Asia Economics Weekly Chinese tourism bonanza for Asia The past 15 years has seen a surge in the number of mainland Chinese travelling overseas. Although Chinese tourists are becoming increasingly adventurous and travelling further afield, the vast... 30th April 2012 · 1 min read
Asia Economic Outlook Asia well placed to withstand weaker global growth Asia is well placed to withstand the impact of any major shocks to the global economy. The health of economic fundamentals and policymakers’ room for stimulus should enable the region to grow by just... 19th April 2012 · 1 min read
Asia Economics Update Asia’s costly fuel subsidies to remain in place The recent increase in oil prices is putting the budgets of countries that operate fuel subsidy regimes under strain. Nevertheless, any meaningful reform of subsidy programmes across Asia looks... 9th April 2012 · 1 min read
China Economics Update Is China's move up the value chain a threat to Asian economies? As China develops, its manufacturing firms are moving into higher-value sectors. While this is a boon for low-wage Asian economies that represent a good alternative for low-end producers... 29th March 2012 · 1 min read
