Capital Economics

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Emerging Asia Economics Weekly

Aims to give the reader a snapshot view of both the current situation and the week ahead. It includes previews and forecasts of forthcoming events and data releases.

Sample - Asia’s currency appreciation likely to slow

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Better placed than most to weather Greece exit stormDoes the Chiang Mai bailout fund matter?Is expropriation a risk in Asia?Chinese tourism bonanza for AsiaIndia trade boost for Pakistan?Challenges for South KoreaBurma - Asian tiger or basket case?Indonesia - losing its shine?High oil prices will not lift inflationDoes the US still matter to Asia?
What to expect from India’s budgetPolicymakers in wait-and-see modeRate cuts are coming in VietnamSingapore budget focuses on the medium termAsia’s buoyant labour marketsBank Indonesia approaches policy dilemmaHow long will the rebound in Asian currencies last?Inflation has further to fallBank of Korea to cut by mid-yearElections in Asia - what they mean for the region
How bad is the outlook for Indian growth?Indonesia's upgrade highlights improved outlookWill the Philippines continue to disappoint?Asian currencies to remain undervaluedHow well will domestic demand hold up?Recent free-trade initiatives are over-hypedHow important are remittances for emerging Asia?Assessing the fallout from Thailand's flood disasterHow vulnerable is Asia to another financial crisis?Exporters start to struggle
Does Asia still have fiscal firepower?Falling inflation will provide a welcome boostRapid credit growth in Asia is a concernWhat lies ahead for Asia’s currencies?Asia's coming struggle with capital inflowsWhy India will not follow Brazil in cutting ratesAustralia’s cash rate more likely to rise than fallIndia's growth to regain traction by year-endThailand's central bank faces a policy dilemmaAsia would benefit from a further fall in oil prices
Asia’s rollercoaster ride to continueWhat would a US default mean for Asia?Interest rates to rise in the PhilippinesAsia’s currency appreciation likely to slowSingapore’s growth to improve later this yearManufacturing growth to slow, but not sharplyManufacturing growth to slow, but not sharplyWhat's driving the surge in India's exports?Singapore's economy set for a soft landingSingapore's economy set for a soft landing
End of Korea's tightening cycle in sightBank Indonesia to bide its time, but not for longAustralia set for above-trend growthInflation still uncomfortably high in AsiaVietnam needs to remain in tightening modeBank of Korea set to tighten againIndia to continue policy tighteningAsia's central banks need to continue tightening policyBank of Thailand set to hike againSingapore set for more policy tightening
Reserve Bank of Australia's pause to continue in AprilIndia and Indonesia central banks will continue to hikeHow will the disaster in Japan affect the region?India to raise repo rate despite falling inflationBank of Thailand set to hike againAustralia's central bank still likely to hike this yearMalaysia set for good growthSingapore's upswing will stay in good shapeBank of Korea set to tighten againBank Indonesia likely to hike this week
Bank Negara to stay on hold, but it is a close callIndia set to lift rates again later this monthBank of Korea set to hike policy rates againVietnam likely to target stability over growthNew Zealand's upswing to regain traction soonIndia's Reserve Bank to pause, not stopAustralia's policy tightening to pause, but not stopIndia's upswing to stay in good shapeThailand's upswing to pause but unlikely to stallKorea's monetary tightening set to resume
Malaysia to resume policy tightening next yearIndia's tightening cycle looks nearly overKorea's growth to slow, but not for too longBank of Thailand will still probably tightenSingapore to keep policy tightIndonesia to bide its time on policy rate hikesAustralia's cash rate set to rise in OctoberIndian rupee on a roll which will likely continueNew Zealand’s Reserve Bank to pause earlyBank of Korea set to hike again
India’s policy tightening still has far to goBank of Thailand set to tighten furtherMalaysia staying with above-trend growthWhat will the Bank of Korea do?Australia’s cash rate still likely to rise later this yearHow severe is Korea’s slowdown likely to be?What lies ahead for industrial production in Asia?Thailand set to hike policy ratesThe first Bank of Korea rate hike is closeVietnam’s upswing is accelerating again
New Zealand set for a long hard slogCan Malaysia deliver on structural reform?Bank of Korea to hike soon, but not this monthInflation is India's biggest threatVietnam outlook continues to improveNew Zealand’s budget to focus on tax reformMalaysia set to tighten againAustralia to tighten againVietnam to wait and seeThailand will probably reach a compromise soon
Singapore set to tighten policyAustralia to pause in April before hiking in MayMalaysia set to accelerate structural reformVietnam needs to tighten further, and soonIndia data to spotlight inflation yet againNew Zealand’s upswing is already losing tractionAustralia to resume monetary tighteningIndia to start fiscal consolidationSingapore’s upswing set to broaden outLower unemployment masks underlying softness
Australia’s policy rate set to move up againVietnam adjustment going well but more neededKorea set for high growth in 2010Growth to stay strong in 2010Indonesia to hike policy rates in Q1India rate hikes look closeKorea’s recovery to hold strongIs Australia’s outlook really that good?Vietnam balance of payments concerns to easeAsian central banks moving towards the exit
How strong is private investment in China?Indonesia on course for return to investment gradeIndia and Vietnam in next wave to hike after AustraliaIs it time to rein in China’s stimulus?Singapore set to soar but risks hang over 2010Bank of Korea to take back seat as fiscal policy set to tightenIndia still set to lead Asian policy rates higherFurther currency appreciation on the wayAsia heading for a strong and (mostly) sustained recoveryKorea’s upswing is fragile and set to weaken
Australia set to hike well ahead of Europe and the USJapan: a good election to lose?India and Indonesia first to hike rates in AsiaWhere did China’s trade surplus go?Speculative pressures still supporting Chinese equitiesDo monsoon worries cloud India’s outlook?GDP improvement to fadeChina’s loan-fuelled recovery continuesRegional recession forces faster reformHow long will China’s dollar peg last?