Asia Economics Weekly Rate cuts are coming in Vietnam Falling inflation gives the State Bank of Vietnam (SBV) scope to cut interest rates to support growth. However, large cuts could end up destabilising the fragile economy. The SBV will need to be... 27th February 2012 · 1 min read
Asia Chart Pack Risks to growth still skewed to the downside Almost all countries in emerging Asia have now released their Q4 GDP figures. Growth slowed across most of the region, mainly due to weakness in external demand. The recent improvement in the US, a... 23rd February 2012 · 1 min read
Asia Economics Focus How would emerging Asia cope with a euro break-up? The major impact of euro-zone break-up on emerging Asia would come from the resulting weakness of export demand. If the break-up was relatively smooth and the US continued to grow, as we think is... 23rd February 2012 · 1 min read
Asia Economics Update How bad were the Q4 GDP data for emerging Asia? Economic growth in the final quarter of last year was disappointing for most economies in emerging Asia. Although risks to growth are generally on the downside, a closer look at Q4 GDP data suggests... 22nd February 2012 · 1 min read
Global Economics Focus How well will growth in emerging economies hold up? Emerging Asia and Latin America should continue to grow relatively fast even if the euro-zone slides into prolonged recession, as long as the US avoids the same fate. The outlook for emerging Europe... 16th February 2012 · 1 min read
Asia Economics Update How much will weak export demand weigh on Asia? Exports from Asia have weakened significantly in recent months. Not only are they contracting in y/y terms in many countries, but they have slowed much more sharply compared with other emerging... 8th February 2012 · 1 min read
Asia Chart Pack Asia's equities outperform in early 2012 Emerging Asia’s equities have risen by more than the global average so far this year, but we do not expect the outperformance to last. Stock markets in Asia typically underperform developed markets... 23rd January 2012 · 1 min read
Asia Economics Weekly Bank of Korea to cut by mid-year The Bank of Korea (BoK) has become increasingly worried about the growth outlook, but lingering inflation concerns are dissuading the central bank from loosening policy. We believe that inflation is... 16th January 2012 · 1 min read
Asia Economic Outlook Policy stimulus to support growth in Asia The ongoing debt crisis in the euro-zone is likely to weigh on growth in Asia in 2012-13. Although the region’s most open economies are set to slow quite sharply, we forecast that growth in the region... 12th January 2012 · 1 min read
Asia Chart Pack Exports weaken amid global slowdown Exports from the region have been weak due to lower demand from the West. However, domestic demand has so far remained fairly resilient across the region. Central banks in Australia and Thailand have... 15th December 2011 · 1 min read
China Economics Update How vulnerable is Asia to a euro-zone banking crisis? The impact on emerging Asia of a fall in lending by euro-zone banks to the region would be small. However, Asia would be vulnerable if the crisis in the euro-zone caused global credit markets to... 15th December 2011 · 1 min read
Asia Economics Update NPLs are likely to rise sharply in Vietnam The government in Vietnam has moved to restructure some of the country’s banks. This comes after a surge in lending in recent years, which has contributed to a rise in bad debt. The non-performing... 13th December 2011 · 1 min read
Asia Economics Update Vietnam's central bank risks losing its credibility The central bank in Vietnam (SBV) is coming under pressure from the government to cut interest rates amid signs of slowing economic growth. However, with inflation at just under 20% y/y in November... 5th December 2011 · 1 min read
Asia Economics Weekly Asian currencies to remain undervalued Most Asian currencies looked weak even before the falls of the past few months. We expect them to fall further over the coming year as the euro-zone crisis intensifies. And even when global risk... 5th December 2011 · 1 min read
Asia Economics Update What would a euro-zone break-up mean for Asian markets? Following changes to our assumption about the timing of an EMU break-up, we have revised down our forecasts for emerging Asia’s currency and equity markets for next year. However, we see both... 2nd December 2011 · 1 min read
Asia Economics Focus Is emerging Asia experiencing a property price bubble? Although Asia as a whole is not experiencing a property price bubble, we believe that prices in Hong Kong and Taipei are now in bubble territory. There is a growing risk of a sharp correction in these... 25th November 2011 · 1 min read
