Asia Economics Weekly The end of king coal, Korea inflation worries If the ambitious targets laid down by the 2015 Paris Agreement are to be met, then global coal consumption will need to fall sharply and eventually be eliminated. This poses a huge challenge for many... 5th November 2021 · 7 mins read
Asia Economics Update Will Asian exporters continue to defy gravity? Asian exports have continued to grow rapidly despite the recent disruption stemming from lockdowns in South East Asia. A huge backlog of orders and low inventory levels in advanced economies mean that... 2nd November 2021 · 3 mins read
Asia Data Response Manufacturing PMIs (Oct.) While October Manufacturing PMIs point to a strong rise in manufacturing output, industry is likely to be working through huge backlogs of orders for many months to come and resulting supply shortages... 1st November 2021 · 2 mins read
Asia Chart Pack South East Asia bouncing back The near-term outlook for South East Asia has improved dramatically over the past month or so. Daily cases of COVID-19 have collapsed and are now less than one-third of the level they were at in... 27th October 2021 · 15 mins read
Asia Economics Weekly GDP to rebound after gloomy Q3 The next few weeks will see the publication of a host of third quarter GDP figures from across the region. While the data are likely to paint a downbeat picture, output should rebound strongly in the... 22nd October 2021 · 6 mins read
Asia Economic Outlook Interest rates and inflation to remain low Growth in China will weaken further over the coming year as a downturn deepens in industry and construction. The outlook for the rest of the region is improving. We expect many economies to rebound... 20th October 2021 · 35 mins read
Emerging Markets Economics Chart Pack Supply shortages take their toll The supply shortages that have affected many DMs have also intensified in emerging economies over the past couple of months. The automotive sector has been hit hard by global semiconductor shortages... 18th October 2021 · 9 mins read
Asia Economics Update Vietnam: Is the worst over? With cases of COVID-19 in Vietnam falling sharply and the government easing restrictions, factories are starting to reopen, and the latest data suggest the worst is now over for the country’s... 5th October 2021 · 2 mins read
Asia Data Response Manufacturing PMIs (Sep.) While regional PMIs showed that the disruption from large virus waves in the region is easing somewhat, unmet orders continue to pile up, meaning that the resulting shortages further down supply... 1st October 2021 · 2 mins read
Asia Chart Pack Asian central banks in little rush to raise rates Over the past month or so, the central banks of Korea, Pakistan and Sri Lanka have all raised interest rates, but we don’t think other countries will be in any rush to follow suit. There is certainly... 29th September 2021 · 15 mins read
Asia Data Response Vietnam GDP (Q3) GDP data reveal that Vietnam paid a heavy economic price in efforts to control the virus this quarter, but monthly activity data at least suggest that the worst is over and that a recovery is now... 29th September 2021 · 2 mins read
Asia Economics Weekly Rate cut in Thailand, Taiwan applies to join CPTPP With the economy in the doldrums and deflation worries increasing, we think the Bank of Thailand will cut interest rates by a further 25bp at its meeting on Wednesday (most other analysts are... 24th September 2021 · 7 mins read
Asia Economics Weekly Encouraging signs in South East Asia Virus outbreaks across South East Asia are in retreat. Having taken a severe hit from the most recent Delta wave, economic recoveries in the region should now resume. Falling virus cases and reopening... 10th September 2021 · 4 mins read
Asia Data Response Manufacturing PMIs (Aug.) Falling output indices in Korea and Taiwan suggest that the virus disruption in South East Asia is reverberating across the region. The end of supply chain shortages continues to slip further out of... 1st September 2021 · 2 mins read
Asia Chart Pack Exports won’t come to the rescue in H2 Q2 GDP data released over the past month or so did not show a repeat of the across-the-board rises in exports seen in previous quarters, but the external sector still proved an important prop to GDP... 31st August 2021 · 13 mins read
Asia Economics Weekly South East Asia: hit from Delta will be slow to fade There are some signs that the Delta outbreak battering South East Asia is at least past its worst. But a rapid turnaround in the region’s economic fortunes looks unlikely. 27th August 2021 · 6 mins read
