Asia Economics Weekly Asia’s industrial outperformance to continue Asia’s manufacturers have had a hard time since the global financial crisis, and are currentlystruggling through yet another weak patch. However, they have actually done much betterthan their peers in... 19th August 2013 · 1 min read
Asia Economics Update Australia to keep policy loose as mining boom cools The Reserve Bank of Australia (RBA) cut its cash rate by 25bp to 2.5% at its meeting today. It is likely to keep rates very low over the next two years to support the economy through a mining slowdown... 6th August 2013 · 1 min read
Asia Economics Weekly Asia’s consumers seeing mixed fortunes For all the hype about the rise of the Asian consumer, the recent performance of consumer spending in Asia has been disappointing. The weakness is largely explained by subdued spending in the region’s... 5th August 2013 · 1 min read
Asia Economics Update July PMIs point to continued manufacturing weakness The July PMIs for Emerging Asia point to weakening conditions in the region’s manufacturing sectors. Both output and new orders were especially disappointing. We maintain our view that fragile global... 1st August 2013 · 1 min read
Asia Chart Pack Bottoming out? Growth in Emerging Asia, which has slowed sharply since the start of the year, may have bottomed out. According to our GDP Tracker, which uses monthly data for output and expenditure, regional GDP... 24th July 2013 · 1 min read
Asia Economics Weekly Asia’s export weakness to continue Exports from Emerging Asia remain lacklustre and continue to hold back the region’s growth. As this Weekly explains, a strong and sustained export recovery is unlikely anytime soon. 22nd July 2013 · 1 min read
China Economics Focus Asia’s diverging growth prospects China’s Q2 GDP data underline the extent to which Asia’s economic landscape has shifted. We expect growth in China to continue to slow over the next couple of years. For India, the worst of the... 17th July 2013 · 1 min read
Asia Economic Outlook Policy approaches turning point Despite China’s ongoing slowdown, growth in the rest of Emerging Asia should pick up over the next couple of years, helped by a combination of loose monetary policy and stronger global demand. The... 5th July 2013 · 1 min read
Asia Economics Update Australia’s rate-cutting cycle is not over yet The Reserve Bank of Australia (RBA) kept its cash rate on hold at 2.75% at its meeting today, as was widely expected. In its accompanying statement, the RBA stressed that it expects an improvement in... 2nd July 2013 · 1 min read
Asia Economics Update June PMIs provide little encouragement The June PMIs for Emerging Asia suggest the region’s manufacturing sectors continue to struggle. New orders were particularly disappointing. We think fragile global demand will make life difficult for... 1st July 2013 · 1 min read
Asia Chart Pack Capital outflows pose economic challenge The main development of the past month has been the big sell-off in financial markets which has been triggered by worries about the consequences of a scaling back of QE in the US. Foreign investors... 26th June 2013 · 1 min read
Asia Economics Update Australia's growth to be dragged lower by mining slowdown Australia’s GDP growth remained slightly below trend in Q1. We expect growth to slow over the coming quarters as monetary loosening is unlikely to fully offset cooling mining investment. 5th June 2013 · 1 min read
Asia Economics Update May PMIs suggest manufacturing recovery continues to falter The May PMIs for emerging Asia suggest the region’s manufacturing recovery has lost momentum. Most central banks have loosened monetary policy in recent months, but they will not be able to fully... 3rd June 2013 · 1 min read
Asia Chart Pack Weak growth prompts monetary easing Economic growth slowed nearly everywhere in Asia last quarter. This weakness, alongside low inflation and, in the case of Korea and Australia, worries over currency strength, prompted five central... 22nd May 2013 · 1 min read
Asia Economics Update Australia’s public finances are still in good shape Australia’s government expects to make little headway in reducing its budget deficit in 2013/14. The government had previously been aiming to balance the budget in the current fiscal year, but... 15th May 2013 · 1 min read
Asia Economics Update Australia likely to cut its policy rate again The Reserve Bank of Australia cut its cash rate by 25bp to 2.75% at its policy meeting today. We expect it to cut again before the end of Q3 to compensate for a cooling mining boom. 7th May 2013 · 1 min read
