Asia Data Response Vietnam GDP (Q2) Vietnam’s economy recorded another quarter of strong growth in the second quarter of the year. While growth should remain robust in the near term, helped by continued solid export demand and loose... 29th June 2018 · 1 min read
Asia Data Response Manufacturing PMIs (May) Most of Emerging Asia’s PMIs picked up in May. However, the manufacturing sector in Taiwan, one of the economies where the PMIs most closely track the hard data, appears to be losing momentum. 1st June 2018 · 1 min read
Asia Data Response Manufacturing PMIs (Apr.) The April PMIs for Emerging Asia suggest that the region’s manufacturing sectors were lacklustre at the start of Q2. Focussing on the two economies where the PMIs most closely track the hard data... 2nd May 2018 · 1 min read
Asia Data Response Vietnam GDP (Q1) The very strong performance of Vietnam’s economy in the first quarter of the year raises further doubts about the reliability of the country’s economic statistics. 29th March 2018 · 1 min read
Asia Economics Weekly What impact will tariffs on China have on the rest of Asia? Donald Trump’s plans for a 25% tariff on up to $60bn of Chinese imports are unlikely to have much impact on the rest of Asia. However, as the market reaction today highlights, the threat of a further... 23rd March 2018 · 1 min read
Asia Data Response Manufacturing PMIs (Feb.) The February PMIs for Emerging Asia suggest the region’s manufacturing sectors remained in decent health. While the surveys point to rising prices, the big picture is that inflation in most of these... 1st March 2018 · 1 min read
Asia Data Response Manufacturing PMIs (Jan.) Emerging Asia’s PMIs for January suggest the region’s manufacturing sectors gained momentum at the start of 2018. Encouragingly, the headline readings for Taiwan and Korea – the two economies where... 1st February 2018 · 1 min read
Asia Economics Update Will Vietnam’s export sector continue to outperform? Exports from Vietnam should continue to grow strongly in the short term, helped by booming foreign direct investment into the manufacturing sector. However, the lack of spillovers from the dynamic... 9th January 2018 · 1 min read
Asia Data Response Manufacturing PMIs (Dec.) The December PMIs for Emerging Asia suggest that the region’s manufacturing sectors remained in good health. Focusing on the two economies where the PMIs most closely track the hard data, Taiwan’s... 2nd January 2018 · 1 min read
Asia Data Response Manufacturing PMIs (Nov.) The November PMIs for Emerging Asia suggest that the region’s manufacturing sectors rebounded strongly last month. Encouragingly, the headline readings for Taiwan and Korea – the two economies where... 1st December 2017 · 1 min read
Asia Data Response Manufacturing PMIs (Oct.) The October PMIs for Emerging Asia suggest that the region’s manufacturing sectors lost some momentum at the start of Q4. The headline readings for Korea and Taiwan – the two economies where the PMIs... 1st November 2017 · 1 min read
Asia Chart Pack Malaysia’s budget won’t be a giveaway bonanza While Malaysia has made good progress in bringing down its budget deficit, there remains limited room for a pre-election giveaway in the 2018 budget, which is due to be announced on 27th October... 26th October 2017 · 1 min read
Asia Data Response Manufacturing PMIs (Sep.) Emerging Asia’s PMIs for September suggest the region’s manufacturing sectors ended Q3 on a solid note. Focussing on the two economies where the PMIs most closely track the hard data, Taiwan’s... 2nd October 2017 · 1 min read
Asia Economics Update Asian equities and currencies come off the boil Asian equities and currencies have generally fallen over the past month. Although worries about the Fed have played a role, local factors have been important too. 29th September 2017 · 1 min read
Asia Economics Weekly Inflation to remain subdued, interest rates to stay low Whereas the consensus is expecting monetary policy in Emerging Asia to be tightened next year, we think central banks will be in little hurry to raise interest rates. One of the main reasons is the... 29th September 2017 · 1 min read
Asia Data Response Vietnam GDP (Q3) Vietnam’s economy recorded another quarter of strong growth in the third quarter of the year, helped mainly by a pick-up in the manufacturing sector and solid export growth. Although we expect growth... 29th September 2017 · 1 min read
