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
Asia Economics Weekly Asia reopens, more hikes in Korea & Sri Lanka Countries across Emerging Asia are making renewed efforts to reopen their borders to boost flagging tourism sectors. However, the recovery is likely to be very gradual, not least because China (which... 15th October 2021 · 7 mins read
Asia Economics Weekly Time to worry about inflation? The recent jump in energy prices will put upward pressure on inflation across the region, but the impact should prove short lived and is unlikely to worry policymakers. 8th October 2021 · 7 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 Economics Update External strains unlikely to ease as tourism slump drags on Countries across Emerging Asia are making renewed efforts to reopen their borders to boost flagging tourism sectors. However, ongoing travel restrictions and the spread of the more infectious Delta... 22nd September 2021 · 3 mins read
Emerging Markets Economics Chart Pack Debt risks come back to the fore Problems at Evergrande in China have dominated the headlines recently, but (sovereign) debt risks are brewing in other EMs too. Concerns about higher government spending and rising public debt levels... 21st September 2021 · 9 mins read
Asia Economics Update Can Sri Lanka avoid default? Falling foreign exchange reserves, a declining currency and a high level of foreign currency debt mean the risk of a sovereign default in Sri Lanka is growing. While the country should be able to... 16th September 2021 · 5 mins read
Emerging Markets Financial Risk Monitor Evergrande & frontier sovereign debt risks build The combination of large foreign-currency debt burdens, low FX reserves and weakening currencies means that the risk of sovereign defaults in Sri Lanka and Tunisia is growing. Elsewhere, China’s... 9th September 2021 · 6 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
Asia Economics Weekly Bank of Korea to hike rates next week With new cases of COVID-19 rising, most analysts expect the Bank of Korea (BoK) to leave rates unchanged on Thursday. While it is likely to be a close call, we are sticking with our view that the... 20th August 2021 · 5 mins read
Asia Economics Update Sri Lanka: more hikes to come The Central Bank of Sri Lanka (CBSL) hiked interest rates today to help support the currency. With the rupee likely to remain under downward pressure over the coming months, further rate hikes are... 19th August 2021 · 3 mins read
Emerging Markets Economics Update The Delta variant and EM tourism troubles The rapid spread of the Delta variant of the coronavirus adds to reasons to think that lacklustre economic recoveries lie in store for tourism-dependent economies in Africa, parts of the Middle East... 4th August 2021 · 3 mins read
Emerging Markets Economics Update SDR allocation a positive but won’t solve debt woes The $650bn allocation of IMF Special Drawing Rights (SDRs) that was finally signed off by the IMF yesterday should provide welcome relief to some frontier markets such as Ghana and Kenya that still... 3rd August 2021 · 3 mins read
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
