Frontier Markets Wrap Frontier financial markets sell off, but losses limited Frontier financial markets came under pressure in the wake of Donald Trump’s US election victory, with currencies weakening against the dollar and bond yields rising. The losses have been relatively... 28th November 2016 · 1 min read
Asia Chart Pack Political developments take centre stage Political developments have taken centre stage over the past month. Aside from Donald Trump’s election victory, most attention in Asia has focused on Korea, where President Park Geun-hye is clinging... 23rd November 2016 · 1 min read
Asia Economics Update China trade pact will not compensate for failure of TPP The demise of the TPP is a blow to economic prospects in Emerging Asia. The benefits of a China-led regional trade deal are likely to be much smaller. 18th November 2016 · 1 min read
Asia Economics Update What would a Trump victory mean for Asia? The Philippines, followed by Taiwan and Korea, stand out as the countries in Asia with most to lose inthe event Donald Trump is elected as the next president of the United States. 7th November 2016 · 1 min read
Asia Data Response Manufacturing PMIs (Oct.) Manufacturing conditions in Emerging Asia were lacklustre in October. Focusing on the two economies where the PMIs most closely track the hard data, there are further signs of improvement in Taiwan’s... 1st November 2016 · 1 min read
Asia Economics Update Assessing the economic fallout from Samsung’s problems The recent problems at Samsung Electronics, which culminated in last week’s decision to scrap production of its premium Note 7 smartphone, could shave around 0.1-0.2% percentage points off GDP growth... 17th October 2016 · 1 min read
Asia Economics Weekly Malaysia to signal continued commitment to fiscal discipline The Malaysian government is likely to prioritise maintaining fiscal discipline over supportingthe weak economy at its upcoming budget. 14th October 2016 · 1 min read
Asia Economics Weekly What would a Trump victory mean for Asia? It remains to be seen if Donald Trump would follow through on some of his more protectionist policies if he is elected president of the United States. If he did, then the repercussions for some parts... 7th October 2016 · 1 min read
Asia Economic Outlook Loose monetary and fiscal policy to support growth While Emerging Asia continues to face headwinds, loose fiscal and monetary policy in most economies should continue to support demand over the next couple of years, and we expect regional growth to... 4th October 2016 · 1 min read
Asia Data Response Manufacturing PMIs (Sep.) The PMIs for Emerging Asia in September were mostly encouraging, suggesting that manufacturing conditions in the region are slowly gaining a firmer footing. However, the struggles of Korea’s... 3rd October 2016 · 1 min read
Asia Economics Weekly New president of the Philippines risks undoing recent gains When Rodrigo Duterte became president of the Philippines on 30 th June, we warned that although the fundamentals were in place for the economy to grow strongly, his election had made the outlook much... 30th September 2016 · 1 min read
Asia Data Response Vietnam GDP (Q3) The weakness in Vietnam’s economy so far this year has been down to the agriculturesector, which has been hit hard by a drought. But with weather patterns nowreturning to normal, growth should rebound... 29th September 2016 · 1 min read
Asia Economics Weekly Baht not to blame for Thailand’s export woes Recent claims by Thai exporters and policymakers that a “strong” baht is to blame for the country’s poor export performance are wrong. The baht does not look strong relative to the currencies of its... 16th September 2016 · 1 min read
Asia Economics Weekly ASEAN still struggling for purpose The Association of South East Asian Nations (ASEAN), which has just concluded its annual meeting in Laos, has little chance of becoming the kind of single market and production base which could one... 9th September 2016 · 1 min read
Asia Data Response Manufacturing PMIs (Aug.) The August PMIs for Emerging Asia suggest manufacturing conditions in the region remain lacklustre. Focusing on the two economies where the PMIs most closely track the hard data, there are signs of... 1st September 2016 · 1 min read
Asia Economics Weekly The dangers of decoupling Economic growth across Emerging Asia accelerated last quarter, as strong domestic demand compensated for weak exports. But while this “decoupling” has enabled Emerging Asia to shrug-off the weakness... 26th August 2016 · 1 min read
