Asia Chart Pack Central banks step up policy loosening Over the past month, central banks in South Korea, Thailand, Australia and Pakistan have all cut their policy rates. The moves come in response to continued weakness in exports, which has caused GDP... 19th October 2012 · 1 min read
Asia Economics Update Australia finished cutting rates The Reserve Bank of Australia (RBA) cut its policy rate by 25bp to 3.25% today. We think this will mark the end of its loosening cycle, with rates set to remain on hold until late 2013. 2nd October 2012 · 1 min read
Asia Economics Update Manufacturing recovery still some way off The September PMIs signal that manufacturing remains weak in Asia. We think that global growth will continue to struggle over the coming year or so and that, against this backdrop, manufacturing... 1st October 2012 · 1 min read
Asia Economics Update Australian economy will cool further Australia’s economy slowed to close to its trend rate in the second quarter, after an unsustainable surge in mining investment drove strong growth in Q1. Although growth is likely to weaken again in... 5th September 2012 · 1 min read
Asia Economics Weekly Asia's consumers far from immune to global problems We expect global demand to stay weak in coming quarters and for labour markets and consumer confidence in Asia to soften as a result. Central banks in the region are likely to ease further, which... 31st August 2012 · 1 min read
Asia Economics Update Australia pauses, but one more rate cut is on the way The Reserve Bank of Australia (RBA) held its policy rate at 3.5% today. It probably won't be long until the RBA cuts again, but it is nearing the end of its loosening cycle. 7th August 2012 · 1 min read
Asia Economics Update Australian rates on hold, but more policy loosening to come The Reserve Bank of Australia (RBA) held its cash rate at 3.5% today, but the RBA's loosening cycle is still not over. Weakening external demand and recent falls in commodity prices will slow the... 3rd July 2012 · 1 min read
Asia Economics Update Latest PMIs suggest Asian manufacturers are struggling The June PMIs for Asia were disappointing. With global growth set to remain weak and the situation in the euro-zone likely to worsen, we expect conditions in Asia’s manufacturing sector to remain... 2nd July 2012 · 1 min read
Asia Chart Pack Falling oil prices provide more scope to loosen policy Exports from Asia have been weak so far in Q2 but domestic demand has held up reasonably well. Nonetheless, we doubt that growth in Asia’s trade-dependent economies would remain so resilient if global... 26th June 2012 · 1 min read
Global Markets Update What next for the Aussie dollar? The Australian dollar has rebounded in June despite the ongoing slide in commodity prices. The currency’s recovery has probably been due to a subtle shift in investors’ expectations about the relative... 26th June 2012 · 1 min read
Asia Economics Weekly What do falling commodity prices mean for Australia? Sharp falls in commodity prices over recent weeks have raised questions over the sustainability of Australia’s mining investment boom. On the plus side, the struggling non-mining parts of the economy... 25th June 2012 · 1 min read
Asia Economics Update Is fiscal stimulus on the way in Asia? Our view that Asia is well-placed to withstand sluggish global growth and the crisis in the euro-zone is based on our belief that policymakers in the region have plenty of scope to cut interest rates... 12th June 2012 · 1 min read
China Economics Update Who in Asia is most vulnerable to a hard landing in China? Recent weak data from China has led to renewed fears of a hard landing in Asia’s biggest economy. The countries most exposed would be those for which China is an important export market such as Hong... 6th June 2012 · 1 min read
Asia Economics Update Australian GDP surges in Q1, but growth has probably peaked Australia’s economy grew far more quickly than expected in Q1. A global slowdown and a strong currency have taken its toll on exports, but the domestic economy is being bolstered by an investment boom... 6th June 2012 · 1 min read
Asia Chart Pack Currencies and equities fall sharply, further falls likely Following a strong start to the year, most Asian currencies and equities fell sharply in May. The main reason is that renewed concerns over the euro-zone’s future brought a return in global risk... 31st May 2012 · 1 min read
Asia Economics Update What would a rebalancing of China’s economy mean for Asia? A rebalancing of China’s economy away from investment and towards consumption would be bad for the region’s capital goods and commodities exporters, with Korea, Indonesia and Australia likely to be... 18th May 2012 · 1 min read
