Asia Economics Update Australia is well-placed to continue to outperform Today’s GDP data show that Australia’s economy grew by less than expected in Q4. Nonetheless, Australia outpaced the US, euro-zone and UK over 2011 as a whole. While we expect the global economy to... 7th March 2012 · 1 min read
Asia Economics Weekly Policymakers in wait-and-see mode The trend in Asia has been towards loosening policy recently. However, signs of stronger global growth and the pick-up in oil prices are likely to persuade central banks across the region to keep... 5th March 2012 · 1 min read
Asia Economics Update February PMIs suggest industrial slowdown has bottomed out February PMIs for Asia were positive, boosting hopes that the region’s industrial sector is now on the road to recovery. However, with global growth likely to disappoint this year, any rebound in... 2nd March 2012 · 1 min read
Asia Economics Update Capital inflows are a threat to Asia The return of global risk appetite has helped to push up asset prices across Asia. If we are correct that the crisis in the euro-zone will worsen again later this year, global risk appetite is likely... 28th February 2012 · 1 min read
Asia Economics Update How vulnerable is Asia to high oil prices? Recent oil price increases are not a big threat to emerging Asia. The inflationary impact will be small even if prices remain at current levels. Asian economies are relatively oil-dependent but their... 28th February 2012 · 1 min read
Asia Chart Pack Risks to growth still skewed to the downside Almost all countries in emerging Asia have now released their Q4 GDP figures. Growth slowed across most of the region, mainly due to weakness in external demand. The recent improvement in the US, a... 23rd February 2012 · 1 min read
Global Economics Focus How well will growth in emerging economies hold up? Emerging Asia and Latin America should continue to grow relatively fast even if the euro-zone slides into prolonged recession, as long as the US avoids the same fate. The outlook for emerging Europe... 16th February 2012 · 1 min read
Asia Economics Update How much will weak export demand weigh on Asia? Exports from Asia have weakened significantly in recent months. Not only are they contracting in y/y terms in many countries, but they have slowed much more sharply compared with other emerging... 8th February 2012 · 1 min read
Asia Economics Update Australia’s central bank to resume cutting this year The Reserve Bank of Australia (RBA) unexpectedly kept its cash rate at 4.25% today. Nonetheless, we continue to expect conditions outside of the resources sector to remain weak and, despite the recent... 7th February 2012 · 1 min read
Asia Economics Update Manufacturing PMIs signal industrial slowdown has abated Purchasing Managers’ Indices (PMIs) improved for four out of the five economies in Asia (outside Japan and China) for which they were released today. This suggests that the slowdown in industrial... 1st February 2012 · 1 min read
Asia Chart Pack Asia's equities outperform in early 2012 Emerging Asia’s equities have risen by more than the global average so far this year, but we do not expect the outperformance to last. Stock markets in Asia typically underperform developed markets... 23rd January 2012 · 1 min read
Asia Economic Outlook Policy stimulus to support growth in Asia The ongoing debt crisis in the euro-zone is likely to weigh on growth in Asia in 2012-13. Although the region’s most open economies are set to slow quite sharply, we forecast that growth in the region... 12th January 2012 · 1 min read
Asia Economics Weekly Elections in Asia - what they mean for the region A number of important elections and leadership changes are due to take place across emerging Asia over the next 12 months. The outcomes will have implications for economic policymaking and growth... 9th January 2012 · 1 min read
Asia Economics Update Asia PMIs paint mixed picture December PMIs for Asia paint a mixed picture. The surveys suggest manufacturing output returned to growth in Australia, while in contrast to the weakness of recent data, factory output rebounded... 4th January 2012 · 1 min read
Asia Chart Pack Exports weaken amid global slowdown Exports from the region have been weak due to lower demand from the West. However, domestic demand has so far remained fairly resilient across the region. Central banks in Australia and Thailand have... 15th December 2011 · 1 min read
China Economics Update How vulnerable is Asia to a euro-zone banking crisis? The impact on emerging Asia of a fall in lending by euro-zone banks to the region would be small. However, Asia would be vulnerable if the crisis in the euro-zone caused global credit markets to... 15th December 2011 · 1 min read
