Asia Economics Update Sri Lanka holds rates, but hikes likely soon The Central Bank of Sri Lanka (CBSL) kept rates on hold at its meeting today, but against a backdrop of rapid credit growth, rising inflation and a weakening currency, we think it is only a matter of... 7th February 2017 · 1 min read
Asia Economics Weekly Thailand’s current account surplus is a sign of weakness Large current account surpluses are sometimes a sign of economic strength. In the case of Thailand, however, where the surplus is over 10% of GDP, it is a symptom of a deeply depressed economy. 27th January 2017 · 1 min read
Asia Chart Pack Vietnam complacent over credit risks Policymakers in Vietnam are becoming increasingly complacent of the risks posed by the rapid build-up in debt, as reflected by the government’s recent announcement that it was targeting credit growth... 17th January 2017 · 1 min read
Asia Economic Outlook Steady growth ahead Most countries in Emerging Asia should continue to grow at a decent pace over the next couple of years as loose monetary policy helps support demand. The key exception is China, where growth looks set... 13th January 2017 · 1 min read
Asia Economics Weekly Loose monetary policy fuels risks in Vietnam Q4 GDP figures for Vietnam, which are due to be published sometime over the next couple of weeks, are likely to show the economy is continuing to expand at a rapid rate. However, the risks facing the... 23rd December 2016 · 1 min read
Asia Data Response Sri Lanka GDP (Q3) GDP growth in Sri Lanka recovered in the third quarter of 2016, but with fiscal and monetary policy set to tighten further next year, a strong rebound is unlikely. 15th December 2016 · 1 min read
Asia Chart Pack Malaysia moves to stabilise the ringgit The Malaysian central bank (BNM) has introduced a range of measures to stabilise the ringgit, which has been the region’s worst performing currency over the past month. The most significant step it... 14th December 2016 · 1 min read
Asia Economics Update Asian markets stabilise Asian financial markets have stabilised after falling sharply in the immediate aftermath of Donald Trump’s surprise US election victory. Looking ahead, we expect to see further falls in currencies... 30th November 2016 · 1 min read
Asia Economics Update Sri Lankan rates on hold, but hikes in the pipeline The Central Bank of Sri Lanka (CBSL) kept rates on hold at its meeting today, but with credit growing at an unsustainable pace, inflationary pressures building, and the US Federal Reserve set to... 29th November 2016 · 1 min read
Asia Chart Pack Political developments take centre stage Political developments have taken centre stage over the past month. Aside from Donald Trump’s election victory, most attention in Asia has focused on Korea, where President Park Geun-hye is clinging... 23rd November 2016 · 1 min read
Asia Economics Update What would a Trump victory mean for Asia? The Philippines, followed by Taiwan and Korea, stand out as the countries in Asia with most to lose inthe event Donald Trump is elected as the next president of the United States. 7th November 2016 · 1 min read
Asia Economics Update Rate left on hold in Sri Lanka, but further hikes likely Mexico’s economy grew by an impressive 1.0% q/q in Q3, the strongest rate since 2014. However, with growth being driven largely by the services sector and monetary policy set to tighten further, such... 31st October 2016 · 1 min read
Asia Economics Weekly Malaysia to signal continued commitment to fiscal discipline The Malaysian government is likely to prioritise maintaining fiscal discipline over supportingthe weak economy at its upcoming budget. 14th October 2016 · 1 min read
Asia Economics Weekly What would a Trump victory mean for Asia? It remains to be seen if Donald Trump would follow through on some of his more protectionist policies if he is elected president of the United States. If he did, then the repercussions for some parts... 7th October 2016 · 1 min read
Asia Economic Outlook Loose monetary and fiscal policy to support growth While Emerging Asia continues to face headwinds, loose fiscal and monetary policy in most economies should continue to support demand over the next couple of years, and we expect regional growth to... 4th October 2016 · 1 min read
Asia Economics Weekly New president of the Philippines risks undoing recent gains When Rodrigo Duterte became president of the Philippines on 30 th June, we warned that although the fundamentals were in place for the economy to grow strongly, his election had made the outlook much... 30th September 2016 · 1 min read