Asia Chart Pack Singapore: moving beyond zero-COVID In a bold move that will be closely watched across the region, Singapore is set to drop its implicit target of pursuing zero local COVID-19 cases, with restrictions set to be eased gradually from... 28th July 2021 · 14 mins read
Asia Economics Weekly Vietnam-US tensions ease, new GDP forecasts Surging virus cases have cast a shadow over Vietnam’s near-term outlook, but there has also been some good news in the form of Monday’s announcement of a resolution to the long-running currency... 23rd July 2021 · 6 mins read
Asia Economics Rates to remain low as virus disruption worsens Surging infections across South East Asia and the slow progress of vaccine rollouts mean that COVID-19 will continue to cause widespread economic disruption across large parts of the region until at... 20th July 2021 · 34 mins read
Asia Data Response Manufacturing PMIs (June) The June PMIs dropped back as virus outbreaks and supply chains issues created mounting headwinds for industry. With neither issue likely to be resolved soon, the rapid growth in industry over the... 1st July 2021 · 2 mins read
Asia Chart Pack Virus disruption to continue The virus situation in Emerging Asia has improved compared with a month ago. Although cases are rising sharply in Indonesia, daily numbers have come down in Taiwan, Singapore, India and Malaysia, and... 30th June 2021 · 14 mins read
Asia Data Response Vietnam GDP (Q2) Looking past the jump in y/y growth due to a weak base for comparison, GDP data suggest that Vietnam is facing a heavy economic toll from its efforts to control the virus. With sporadic outbreaks... 29th June 2021 · 2 mins read
Asia Economics Weekly August rate hike in Korea, Indonesia outbreak We were already more hawkish that the consensus in expecting a rate hike in Korea this year, but recent comments by the central bank and strong economic data mean we are shifting forward our forecast... 25th June 2021 · 7 mins read
Asia Data Response Manufacturing PMIs (Apr.) The April PMI readings suggest that manufacturing improved further in most places in Asia after a strong Q1. Global demand for electronics should continue to support the sector over the next few... 3rd May 2021 · 2 mins read
Asia Economics Update Taiwan under pressure over currency practices The US Treasury today held off from labelling Taiwan and Vietnam currency manipulators in its semi-annual report, despite them both meeting all three criteria officially laid down by the Treasury... 16th April 2021 · 3 mins read
Asia Economics Update What to expect from Vietnam’s new leadership The unveiling of Vietnam’s new leadership team earlier this week contained no new surprises, and we are not expecting any significant changes in policy direction. The economy is well-placed to meet... 6th April 2021 · 3 mins read
Asia Data Response Manufacturing PMIs (Mar.) March PMI readings suggest that manufacturing sectors improved further in most places in Asia. Global demand for electronics should continue to support the sector for the next few months. 1st April 2021 · 2 mins read
Asia Economics Update Asian central banks in no rush to raise interest rates Unlike in some emerging markets, central banks across Emerging Asia are in no rush to tighten monetary policy. External factors won’t compel policymakers to tighten, and with inflationary pressures... 30th March 2021 · 3 mins read
Asia Data Response Vietnam GDP (Q1) Vietnam’s economy lost a little momentum in the first quarter due to a renewed virus outbreak, but with the latest wave quashed and most restrictions now lifted, the economy should bounce back... 29th March 2021 · 3 mins read
Asia Economics Update What would a global return to normality mean for Asia? As vaccines are rolled out across the world and restrictions on economic activity are removed, we expect global consumption patterns to return to something like normal. Electronics exporters, most... 22nd March 2021 · 3 mins read
Asia Data Response Manufacturing PMIs (Feb.) February PMI readings suggest that manufacturing sectors improved further in most places in Asia. Global demand for electronics should continue to support the sector for at least the next few months. 2nd March 2021 · 2 mins read
Asia Economics Update Is the slow vaccine rollout a cause for concern? Asia’s vaccine rollout has got off to a slow start. This is not a big concern in countries that have contained the virus and where social distancing is not a drag on growth such as Taiwan and China... 23rd February 2021 · 3 mins read
