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Emerging Asia Economics Update

Short and timely commentaries on economic or market issues and events.

Sample - Asia PMIs paint mixed picture

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Articles
What would a rebalancing of China’s economy mean for Asia?Will the Reserve Bank‘s support for the rupee succeed?Malaysian central bank is playing a waiting gameBank of Korea inflation worries to dissipateAustralia on course for a budget surplus in 2012-13Strong GDP growth in Indonesia, but will it last?Bank of Thailand in no rush to change policy stanceApril PMIs suggest Asia’s industrial recovery is losing steamWhat is the likely impact of Malaysia’s minimum wage?More policy loosening to come in Australia
Where next for the Vietnamese dong?Taiwan creeps out of recessionKorea faces sub-trend growth this year and nextIs Singapore overheating?Rates on hold in the Philippines due to inflation risksIndia and Vietnam: Asia’s disappointing duoReserve Bank of India cuts repo rate, prioritising growthSingapore’s central bank likely to reverse course in OctoberBank Indonesia set to keep rates at record lowVietnam cuts rates again, more policy loosening likely
Asia’s costly fuel subsidies to remain in placePolicy paralysis to continue in IndiaMarch PMIs point to continued manufacturing recoveryIs China's move up the value chain a threat to Asian economies?Who in Asia will benefit from rising labour costs in China?A tough year ahead for Vietnam after Q1 growth slows sharplyNew Zealand grinding out a moderate recoveryBank of Thailand pauses to assess recoveryIndia takes modest steps to correct budget deficitReserve Bank of India leaves repo rate unchanged
New 2012 forecasts for Sri LankaHow have last year's natural disasters affected Asia?Global upturn stays Malaysian central bank’s handKorea’s central bank playing a waiting gameCuts to fuel subsidies mean no more rate cuts in IndonesiaAustralia is well-placed to continue to outperformRates cut in Vietnam to help struggling banking sectorFebruary PMIs suggest industrial slowdown has bottomed outWeak growth prompts further rate cut in the PhilippinesIndia’s growth rate slows, recovery likely to be gradual
Capital inflows are a threat to AsiaHow vulnerable is Asia to high oil prices?How bad were the Q4 GDP data for emerging Asia?Thailand’s weak economy to bring more rate cutsMalaysia facing a tough year aheadPhilippine remittances to remain resilientIndian inflation drops furtherKorea's central bank too sanguine on outlook for growthA cut too far by Bank Indonesia?How much will weak export demand weigh on Asia?
Australia’s central bank to resume cutting this yearGrowth to ease only slightly in IndonesiaManufacturing PMIs signal industrial slowdown has abatedMalaysia’s policy rate likely to be cut this yearTaiwan back in recessionWeak growth to continue in the PhilippinesKorea’s weak growth to bring rate cuts soonNew Zealand’s cash rate to stay low in 2013Bank of Thailand likely to cut furtherReserve Bank of India cautious on rate cuts
More policy loosening to come in the PhilippinesIndia’s headline inflation falls but rate cut unlikely before MarchInflation risks are a concern in IndonesiaAsia PMIs paint mixed pictureStrong growth to continue in Sri LankaKim Jong-il's death adds to Korean uncertaintyIndia prepares ground for rate cuts as economy slowsHow vulnerable is Asia to a euro-zone banking crisis?NPLs are likely to rise sharply in VietnamKorea and New Zealand central banks too sanguine
Interest rates in Indonesia to come down further next yearEmerging Economies: Five key calls for 2012Australia’s central bank to cut again in FebruaryVietnam's central bank risks losing its credibilityWhat would a euro-zone break-up mean for Asian markets?Manufacturing PMIs support case for policy looseningThailand's central bank to cut furtherIndian economy slows, but worse is yet to comeWeak Philippines’ growth opens the door to rate cutsWhat next for the Indian rupee?
Bank of Thailand set to loosen monetary policyHow bad is Vietnam’s fiscal position?Rising downside risks to growth in IndiaCentral banks of Korea and Malaysia to cut rates in 2012Bank Indonesia is cutting rates too aggressivelyIndonesia's economy to outperformWhere and why we differ from the consensusAustralia's central bank to cut furtherEmerging Asia PMIs point to further slowdownExport weakness not Taiwan's only concern
Korea’s growth to be sluggish next yearNew Zealand’s central bank in no rush to adjust policyEconomic growth in Vietnam to slowIndia hikes rates for last time in the cycleHow vulnerable is Indonesia to a global financial crisis?Interest rate cuts in the Philippines only a matter of timeBank of Thailand to cut next yearIndian inflation stays high, despite slower growthMore policy loosening on the way in SingaporeKorea’s central bank to cut next year
Indonesia changes course on interest ratesAsia manufacturing weakens furtherAustralia's central bank considers rate cutsAsia growth forecasts cut amid weak global outlookReserve Bank of India near the end of policy tighteningNew Zealand rates to remain on prolonged holdTide starting to turn on interest ratesAustralia’s growth momentum looks resilientTroubles mount for Pakistan’s crisis-hit economyGrowth slowdown in the Philippines to be short-lived
India’s resilient growth to bring more policy tighteningVietnam’s inflation to bring more policy tighteningBank of Thailand's tightening cycle to end this yearHow bad was Q2 GDP in Thailand and elsewhere?Sri Lanka’s central bank to keep rates on hold until 2012Malaysia's growth to be supported by domestic demandReserve Bank of India's policy tightening set to continueJapanese imports from Asia have cooledWhat to make of Singapore's negative interest rates?Korea's central bank in wait-and-see mode
How quickly would Asia recover from another global downturn?Bank Indonesia extends pause amid market jittersAsian governments will continue buying US debtAre emerging markets immune?Indonesia’s robust growth highlights overheating risksHave Australia’s shoppers gone on strike?The Philippines targeting investment gradeEmerging Asia PMIs fall sharplyMonetary policy in Pakistan becomes increasingly haphazardNew Zealand’s “insurance cut” to be reversed in September
One more rate rise this year in the PhilippinesKorea’s growth slows, but policymakers will focus on inflationReserve Bank of India hikes and remains hawkishHigh inflation in Singapore will not bring more MAS tighteningHow quickly will remittances to the Philippines grow this year?More policy tightening required in IndiaSingapore’s economic weakness will be short-livedKorea’s policy rate has further to riseThailand’s central bank to focus on fiscal developmentsBank Indonesia to resume rate hikes later this year
How big a worry is the suspension of US aid for Pakistan?Sri Lanka’s central bank focused on supporting growthMalaysia’s monetary tightening has not endedAustralia’s cash rate more likely to rise than fallTaiwan’s slow tightening cycle still has far to goMore policy tightening to come in the PhilippinesReserve Bank of India hikes again, but not for last timeSri Lanka's central bank likely to tighten later this yearBank Indonesia to tighten again this yearAustralia's cash rate still likely to be hiked this year