Asia Economics Update PMIs weaken in most of Asia The October PMIs for Emerging Asia offered no signs that the region's disappointing manufacturing recovery is gaining any momentum. The most encouraging aspect of today's surveys was that they pointed... 3rd November 2014 · 1 min read
Asia Economics Update Minimal impact from the end of QE3 Asia's financial markets have so far taken the end of QE3 largely in their stride. The performance of the region's currencies and equity markets has been fairly muted over the past month, while... 31st October 2014 · 1 min read
Asia Chart Pack No sign of improvement Economic growth in Emerging Asia is showing no sign of improvement. Our GDP tracker is pointing to growth of around 4.5% in the third quarter, which is roughly unchanged from the previous quarter and... 28th October 2014 · 1 min read
Asia Economic Outlook Steady, if unspectacular, growth ahead Most economies in Emerging Asia are likely to see growth accelerate gradually over the next year, helped by a combination of stronger demand from advanced economies and relatively loose monetary... 8th October 2014 · 1 min read
Asia Economics Update Aussie and Kiwi dollars lead Asia’s currency sell-off Asia’s financial markets performed poorly in September, largely reflecting concerns about the outlook for US monetary policy. The New Zealand and Australian dollars were the worst performers, but... 30th September 2014 · 1 min read
Asia Economics Update Financial sector woes will continue to weigh on Vietnam Today’s GDP data show that Vietnam’s economy is showing gradual signs of a recovery from the financial crisis that erupted more than three years ago. Looking ahead, the government is making some... 26th September 2014 · 1 min read
Asia Chart Pack What is behind the recent currency weakness? Sizeable falls in a number of Asian currencies against the US dollar over the past month have rekindled unwelcome memories of last summer’s “Taper Tantrum”. As was the case during last year’s sell-off... 23rd September 2014 · 1 min read
Asia Economics Weekly Credit growth in Emerging Asia still unsustainable We have been arguing for some time that Emerging Asia’s credit binge is unsustainable, and that credit growth will need to slow for a crisis to be avoided. While there are encouraging signs that... 19th September 2014 · 1 min read
Asia Economics Update Asian financial markets higher, but political risks weigh on Pakistan Most of Asia’s stock markets and currencies strengthened in August. The key exception is Pakistan, where political uncertainty has returned to the fore. 28th August 2014 · 1 min read
Asia Economics Weekly Consumer spending in Emerging Asia set for recovery Emerging Asia’s consumers have been struggling in recent months. Tight labour markets and improving growth prospects point to some pick-up going forward, but high levels of household debt in a number... 4th August 2014 · 1 min read
Asia Economics Update Indonesia's financial markets recover on the back of election results Most of the region's currencies and equity markets fared well over the past month. In particular, Joko Widodo's presidential election victory in July helped Indonesia's financial markets stage a... 31st July 2014 · 1 min read
Asia Chart Pack Property price worries prompt rate hikes The central banks of New Zealand, the Philippines and Malaysia all tightened monetary policy last month amid signs that policymakers are becoming increasingly concerned that loose monetary policy is... 30th July 2014 · 1 min read
Asia Economic Outlook Weaker credit growth to weigh on region Most countries in Emerging Asia should record reasonable growth over the next couple of years, helped by a combination of supportive monetary policy and a pick-up in demand from advanced economies... 4th July 2014 · 1 min read
Asia Economics Update Thailand’s financial markets recover, while Indonesia’s falter Reduced political tensions in Thailand have boosted its stock market and the baht. But in Indonesia, growing uncertainty over the result of July’s presidential election has weighed on financial... 30th June 2014 · 1 min read
Asia Economics Weekly Korea will struggle to overcome its demographic drag Korea has some of the worst demographic dynamics in Emerging Asia. Not only is the population set to age dramatically, but the size of the overall workforce is also set to fall sharply. Although the... 30th June 2014 · 1 min read
Asia Economics Update Banking sector woes to continue to weigh on Vietnam Today’s GDP data show the crisis in Vietnam’s banking sector is continuing to hold back the economy. With the authorities making slow progress in cleaning up the banks, we expect the woes of the... 27th June 2014 · 1 min read
