Asia Data Response Manufacturing PMIs (Jan.) PMI readings for Asia suggest that manufacturing sectors improved further in most places. Buoyant global demand for electronics should continue to support the sector for at least the next few months. 1st February 2021 · 2 mins read
Asia Economics Update A guide to political events in 2021 In this Update we take a look at the important elections and political events that are set to take place across Asia over the coming year as well as any potential flashpoints, assessing the... 20th January 2021 · 3 mins read
Asia Data Response Manufacturing PMIs (Nov.) PMI readings for Asia suggest that manufacturing conditions improved significantly in November. Buoyant global demand for electronics should continue to support the sector over the coming months. 1st December 2020 · 2 mins read
Asia Economics Update How might the US election impact Asia? With the US election result unlikely to have immediate ramifications for US GDP, the main issue for much of Asia is how it affects trade policy. A Joe Biden presidency would be less confrontational... 21st October 2020 · 3 mins read
Asia Data Response Vietnam GDP (Q3) Vietnam’s economy rebounded in the third quarter and should continue to perform strongly over the coming year. A surge in exports to the US, aggressive rate cuts by the central bank and the government... 29th September 2020 · 2 mins read
Asia Economics Update Taiwan and Vietnam: outperformance continues Continued trade tensions between the US and China are providing a significant boost to economic prospects in Taiwan and Vietnam. Having also successfully contained the virus without significant... 25th September 2020 · 3 mins read
Asia Economics Update Vietnam activity rebounding after latest virus scare The recent spike in coronavirus cases in Vietnam has had only a small negative impact on the economy. With the virus now seemingly under control again, Vietnam is still likely to be one of the few... 2nd September 2020 · 2 mins read
Asia Chart Pack Second wave unlikely to completely derail recoveries Having been among the fastest in the world at controlling the initial outbreak, Hong Kong, Vietnam and Korea are all at different stages of a second wave of infections. With new infections in Hong... 26th August 2020 · 14 mins read
Asia Economics Update Will Asia benefit from China’s strong rebound? China’s rapid economic recovery from the Global Financial Crisis did not play as big a role as is commonly assumed in supporting growth in the rest of Asia. We doubt a strong rebound in China from the... 24th July 2020 · 4 mins read
Asia Data Response Manufacturing PMIs (Jun.) The PMIs point to an improvement in manufacturing conditions last month, although many readings are still low and suggest that overall manufacturers continue to struggle. 1st July 2020 · 2 mins read
Asia Data Response Vietnam GDP (Q2) Vietnam’s economy slowed sharply in the second quarter, but the numbers were stronger than expected, and put the economy on course to be one of the few countries in the world to grow this year. 29th June 2020 · 2 mins read
Asia Economics Focus Which countries will rebound fastest? The high-frequency data that we track suggest that while economic activity is picking up across most of the region, the pace of recovery varies significantly by country. We expect China, Singapore... 8th June 2020 · 11 mins read
Asia Economics Update Raising our GDP forecast for Vietnam A sharp slowdown in Vietnam this year is unavoidable, but with the virus contained and with exports holding up better than might have been expected, we are raising our 2020 GDP growth forecast... 2nd June 2020 · 3 mins read
Asia Data Response Manufacturing PMIs (May) We suspect that PMI readings do not accurately reflect the change in industry conditions last month, but they are still indicative of the fact that output remains very depressed. 1st June 2020 · 2 mins read
Asia Economics Weekly Bumps in Korea’s recovery, how to interpret the PMIs A couple of new outbreaks of coronavirus in Korea’s capital city, Seoul, has led to renewed fears of a second wave of infections. The recent spike appears to have put the recovery on hold and has led... 29th May 2020 · 5 mins read
Asia Economics Update Vietnam cuts interest rates again, further easing is likely Vietnam’s central bank (SBV) today cut its main policy rate by 50bp to 4.5%, and further rate cuts are likely given the poor economic outlook. Although life in the country appears to be slowly... 12th May 2020 · 2 mins read
