Asia Chart Pack Weak growth prompts monetary easing Economic growth slowed nearly everywhere in Asia last quarter. This weakness, alongside low inflation and, in the case of Korea and Australia, worries over currency strength, prompted five central... 22nd May 2013 · 1 min read
Asia Economics Update April PMIs point toward soft recovery The May PMIs for emerging Asia suggest the manufacturing recovery is still struggling for momentum. Importantly, new export orders faltered this month. Loose monetary policy will only partly... 2nd May 2013 · 1 min read
Asia Economics Focus The winners and losers from China's rise China has come to play a key role as an assembly hub at the centre of increasingly sophisticated supply chain networks. For the rest of Asia, the main winners from this process have been those... 8th April 2013 · 1 min read
Asia Economic Outlook South East Asia to outperform Emerging Asia began the year with plenty of momentum, but the recovery is already showing signs of losing steam. Growth in 2013-14 is likely to be slower than has been the norm. Lacklustre global... 4th April 2013 · 1 min read
Asia Chart Pack Signs that Asia's recovery may be losing steam Economic activity in emerging Asia rebounded strongly in the final quarter of last year. However, there are signs that the recovery may be running out of steam. Our GDP tracker dipped slightly in... 26th March 2013 · 1 min read
Asia Economics Update Another rate cut in Vietnam, further loosening likely The central bank in Vietnam today announced the seventh reduction in interest rates in just over a year. The move comes in response to very weak growth and subdued price pressures. With the economy... 25th March 2013 · 1 min read
Asia Economics Update February PMIs show continued weakness The February PMIs for emerging Asia were weak, with little sign of upward momentum across the region. Despite policy easing at home, the uncertain outlook for the developed world means Asia’s... 1st March 2013 · 1 min read
Asia Chart Pack Regional recovery continues Economic activity across emerging Asia is showing further signs of recovery. Growth has been strongest in South East Asia, where domestic demand has continued to shrug off the impact of weak exports... 28th February 2013 · 1 min read
Asia Economics Update January PMIs suggest industry faltering The January PMIs for emerging Asia were disappointing. Improving global sentiment should provide a small boost to Asian industry in coming months, but conditions overall are likely to remain weak. 1st February 2013 · 1 min read
Asia Economic Outlook Gathering momentum? Asian growth looks to have picked up late last year and is likely to fare well in the near term. However, growth in 2013-14 is unlikely to be strong due to lacklustre external demand and structural... 17th January 2013 · 1 min read
Asia Economics Update Manufacturing in Asia improves, sustained recovery unlikely The December PMIs showed further signs of improvement for Asia’s manufacturers. However, conditions overall remain weak. An improvement in global sentiment should give a boost to manufacturing sectors... 2nd January 2013 · 1 min read
Asia Chart Pack Signs growth has bottomed out in Q4 Data for the past couple of months suggest that GDP growth has picked up slightly in the fourth quarter. Nevertheless, growth still remains weak by historical standards. Subdued global demand will... 19th December 2012 · 1 min read
China Economics Update The US fiscal cliff: implications for Asia The nightmare scenario of the US Congress failing to reach a deal on the fiscal cliff would see growth in Asia’s most trade-dependent countries slow by up to 1 percentage point in 2013. 17th December 2012 · 1 min read
Asia Economics Weekly Has Vietnam's monetary loosening cycle come to an end? Vietnam’s central bank has been the most aggressive rate-cutter in Asia this year, slashing its policy rate by a cumulative 500bp to 10%. Although inflation has picked up in recent months, we think... 10th December 2012 · 1 min read
Asia Economics Update Manufacturing stabilises, but sustained pick-up unlikely ahead Today’s PMIs suggest that conditions within most of Asia’s manufacturing sectors either stabilised or strengthened in November. While conditions could improve further over the next few months, we... 3rd December 2012 · 1 min read
Asia Economics Weekly Asian currencies undervalued, but still set to weaken Most currencies in Asia look undervalued. However, it would be wrong to conclude that Asia’s currencies are set for rapid appreciation. In 2013, we think an escalation in the euro-zone crisis will... 3rd December 2012 · 1 min read
