Asia Economics Weekly Why have exports been so weak? The slump in commodity prices accounts for most of the decline in Asian exports this year, even in countries which are not major commodity exporters. 11th September 2015 · 1 min read
Asia Economics Update Asian markets bear brunt of China-led sell-off Asian financial markets have been at the centre of the recent financial market turmoil that was triggered by fears about the health of the Chinese economy. The sell-off has raised concerns that a... 31st August 2015 · 1 min read
Asia Chart Pack Foreigners head for the exits The financial turmoil of the past month in Asia has seen foreign investors scramble for the exit. Net foreign outflows from the region’s equity markets have reached nearly US$10bn so far in August... 27th August 2015 · 1 min read
Asia Economics Update Dong devaluation not part of Asian currency war Although today’s decision by the State Bank of Vietnam (SBV) to devalue the dong by a further 1% against the US dollar and widen the trading band was in part linked to China’s devaluation of the... 19th August 2015 · 1 min read
Asia Economics Update Asian currencies caught up in EM sell-off Asian currencies have been caught up in a general sell-off of EM assets this month, as interest rate hikes in the US have started to loom. Some currencies are now at or close to multi-year lows. That... 30th July 2015 · 1 min read
Asia Chart Pack Bigger risks to growth in Malaysia than 1MDB scandal The controversy surrounding the state investment company, 1Malaysia Development Bhd (1MDB), has intensified in recent days after Prime Minister Najib Razak, who has been accused of taking money from... 29th July 2015 · 1 min read
Asia Economic Outlook Credit slowdown to weigh on Asian growth After a poor start to 2015, we expect growth in Emerging Asia to pick up in the second half of the year as the benefits of lower oil prices and loose monetary policy filter through to the domestic... 16th July 2015 · 1 min read
Asia Data Response Manufacturing PMIs (Jun.) Most of Emerging Asia's PMIs for Emerging Asia fell back in June, suggesting the region's manufacturing sectors remain in the doldrums. In the two economies where the PMIs most closely track the hard... 1st July 2015 · 1 min read
Asia Economics Update Asian markets remain calm about "Grexit" threat Although most Asian equities markets and currencies weakened in June, reflectingrising expectations that the US Fed will soon start to raise interest rates and thegrowing risk of Greece exiting the... 30th June 2015 · 1 min read
Asia Chart Pack Risk of “Grexit” hangs over Asia’s export outlook The direct links between Emerging Asia and Greece are very limited. Exports to Greece account for only a tiny proportion of regional GDP, while banking sector ties are negligible. What matters more... 30th June 2015 · 1 min read
Asia Data Response Vietnam GDP (Q2) Vietnam’s economy continued down the path to recovery in the second quarter, led by robust growth in the manufacturing sector. We are nudging up our growth forecast for this year to reflect the... 26th June 2015 · 1 min read
Asia Economics Update Asian currencies fall, bond yields rise Most currencies sold off against the US dollar in May. Meanwhile, the region’s bond markets have settled down in recent weeks, after being briefly caught up in the global bond market sell-off earlier... 29th May 2015 · 1 min read
Asia Economics Weekly Asian growth eases in Q1 despite lower oil prices Growth in Emerging Asia eased slightly last quarter, despite the boost from lower oil prices. Weak exports haven’t helped, but it has been the reluctance of consumers to spend their windfall from... 29th May 2015 · 1 min read
Asia Chart Pack Indonesia still looks vulnerable Today’s handover from military to civilian rule in Myanmar marks another welcome step forward in the country’s political development. But the new government must overcome a number of major challenges... 28th May 2015 · 1 min read
Asia Economics Update Vietnam’s dong devaluation not about export competitiveness Today’s 1% devaluation of the dong by the State Bank of Vietnam (SBV) is unlikely to provide much of a boost to exports, as some have suggested. Looking ahead, we are only expecting minor adjustments... 7th May 2015 · 1 min read
Asia Economics Update Asian currencies regain lost ground Most currencies in Emerging Asia recovered some ground against the US dollar in April as investors pushed back their expectations for rate hikes in the US. Equity markets also started the month... 30th April 2015 · 1 min read
