Asia Data Response Manufacturing PMIs (Jun.) The June PMIs for Emerging Asia suggest that the region’s manufacturing sectors remained in decent health. The pick up in the PMI readings in Taiwan and Korea – the two economies where the PMIs most... 3rd July 2017 · 1 min read
Asia Economics Weekly Asian financial crisis twenty years on There are more differences than similarities between the situation now and the position many Asian countries found themselves in on the eve of the Asian financial crisis 20 years ago. But there is no... 30th June 2017 · 1 min read
Asia Data Response Vietnam GDP (Q2) Vietnam’s economy is regaining momentum, helped by a recovery in the agriculture sector. Looking ahead, with exports likely to remain strong and private sector credit still expanding at a rapid clip... 29th June 2017 · 1 min read
Asia Economics Weekly Philippines: Duterte undermining country’s economic prospects One year since coming to power, President Duterte of the Philippines has not been the disaster for the economy that some feared. His wisest move has been to hand over responsibility for economic... 23rd June 2017 · 1 min read
Asia Data Response Manufacturing PMIs (May) Most of Emerging Asia’s manufacturing PMIs slipped in May, but we doubt this marks the start of a significant downturn in Asian manufacturing. 1st June 2017 · 1 min read
Asia Economic Outlook Stronger exports to boost growth in 2017 Buoyant global demand should help to support growth across most of Emerging Asia over the coming quarters, but mounting domestic headwinds mean a strong rebound is not on the cards. Although the... 11th April 2017 · 1 min read
Asia Data Response Manufacturing PMIs (Mar.) Most of Emerging Asia’s PMIs ticked up in March. But the woes of the manufacturing sector in Korea, one of the economies where the PMIs most closely track the hard data, are not over. 3rd April 2017 · 1 min read
Asia Data Response Vietnam GDP (Q1) Growth in Vietnam eased in Q1, due in large part to the weakness of the industrial sector. However, with exports likely to remain strong and private sector credit continuing to expand at a rapid clip... 29th March 2017 · 1 min read
Asia Economics Weekly Duterte undermining reform prospects in the Philippines Struggles to push through much-needed tax reform in the Philippines are the first sign that President Duterte’s controversial war on drugs and offensive behaviour is undermining the efforts of his... 24th March 2017 · 1 min read
Asia Chart Pack South Korea elections: key names to watch Political campaigning in South Korea ahead of presidential elections due on 9th May is now well underway. Given the extent of public anger against ousted former president Park Geun-hye and her ruling... 21st March 2017 · 1 min read
Asia Economics Update Asia will not follow the Fed’s lead For most economies in Emerging Asia it will be local factors, not the actions of the US Federal Reserve, which will determine the next moves by the region’s central banks. 16th March 2017 · 1 min read
Asia Economics Weekly Spike in inflation nothing to worry about The sharp rise in headline inflation across Emerging Asia is unlikely to be the trigger for the region’s central banks to start tightening monetary policy. The increase is almost entirely due to an... 3rd March 2017 · 1 min read
Asia Data Response Manufacturing PMIs (Feb.) The PMIs for Emerging Asia in February were mostly encouraging, suggesting that manufacturing conditions in the region are slowly gaining a firmer footing. 1st March 2017 · 1 min read
Asia Economics Weekly Thailand’s current account surplus is a sign of weakness Large current account surpluses are sometimes a sign of economic strength. In the case of Thailand, however, where the surplus is over 10% of GDP, it is a symptom of a deeply depressed economy. 27th January 2017 · 1 min read
Asia Economics Update How big a blow is the demise of the TPP to Asia? The demise of the TPP represents a major blow to some countries in Emerging Asia, most notably Vietnam. The benefits of any China-led regional trade deal are likely to be much smaller. 24th January 2017 · 1 min read
Asia Chart Pack Vietnam complacent over credit risks Policymakers in Vietnam are becoming increasingly complacent of the risks posed by the rapid build-up in debt, as reflected by the government’s recent announcement that it was targeting credit growth... 17th January 2017 · 1 min read
