Asia Economics Weekly Asia Weekly: How vulnerable is Korea to a second Trump presidency? Our assumption is that Trump will impose a 10% tariff on all US imports (including on Korea), most likely sometime in the second quarter. On its own this would not have a huge impact on Korea, since a... 24th January 2025 · 8 mins read
Asia Rapid Response Taiwan GDP (Q4 first estimate) Taiwan’s economy picked up in Q4, and we expect GDP growth to remain robust over the coming quarters, helped by continued strong growth in information and communication technology exports. 24th January 2025 · 2 mins read
India Chart Pack India Chart Pack (January 2025) After a stellar run, India’s economy has entered a softer patch that will continue for a few more quarters. We think that will portend an underperformance in local equities relative to other major... 22nd January 2025 · 1 min read
Asia Economics Update Inflation in Asia to stay low, easing cycle to continue Headline inflation in Asia has continued to ease over the past year and is now back to (or below) target everywhere. We expect inflation to remain subdued over the coming year as improved growing... 22nd January 2025 · 3 mins read
Event Drop-In: Can India’s policymakers bring the good times back? 28th January 2025, 9:00AM GMT For so long the darling of global investors, India’s economy and financial markets have hit a sticky patch of late. What can policymakers do to get the economy out of its funk? And can markets make a…
India Rapid Response India Consumer Prices (Dec. 2024) The further moderation in Indian headline consumer price inflation in December supports our view that the monetary easing cycle will kick off at the RBI’s next policy meeting in February. 13th January 2025 · 2 mins read
Asia Economics Weekly Asia Weekly: Bank of Korea to cut rates again, free meals in Indonesia With inflation under control and signs the political crisis is weighing on the already-weak economy, we expect the Bank of Korea to cut interest rates by a further 25bps at its meeting on Thursday... 10th January 2025 · 7 mins read
Asia Chart Pack Asia Chart Pack (December 2024) Our Asia Chart Pack has been updated with the latest data and our analysis of recent developments. With GDP growth set to struggle and inflation to remain low, central banks are likely to continue to... 30th December 2024 · 0 mins read
Asia Economics Weekly Asia Weekly: Dovish BoK minutes, bumper rate cut in Pakistan The Bank of Korea’s minutes from its November meeting confirm that supporting the economy is now its main priority. We are expecting another 100bps of rate cuts next year in Korea. Meanwhile, Pakistan... 20th December 2024 · 7 mins read
Asia Rapid Response Philippines Monetary Policy Announcement (December 2024) 19th December 2024 · 2 mins read
Asia Rapid Response Indonesia Policy Rate (December 2024) Bank Indonesia today left interest rates on hold at 6.00%, and given worries about the exchange rate we don’t think it will be until the second half of next year at the earliest that it resumes its... 18th December 2024 · 2 mins read
India Chart Pack India Chart Pack (December 2024) After a stellar run, India’s economy has entered a softer patch that will continue for a few more quarters. We think that will portend an underperformance in local equities relative to other major... 17th December 2024 · 1 min read
Asia Economic Outlook Asia Outlook: More rate cuts coming We expect another year of below-trend and below-consensus GDP growth in most of Asia in 2025, as tight fiscal policy and weak exports weigh on output. In China, a slowdown in construction will act as... 13th December 2024 · 28 mins read
Asia Economics Weekly Asia Weekly: Close call for the Bank of Thailand The coming week sees scheduled central bank meetings in Pakistan, Thailand, Indonesia, Taiwan and the Philippines. We are expecting holds in Indonesia and Taiwan, but cuts in the rest. The closest... 13th December 2024 · 8 mins read
India Rapid Response India Consumer Prices (Nov. 2024) The fall in headline consumer price inflation to back within the RBI's target range in November, along with the change of leadership at the central bank into a seemingly less hawkish direction, mean... 12th December 2024 · 2 mins read
India Economic Outlook India Outlook: A tougher year ahead After a stellar run, India’s economy has entered a softer patch that will continue for a few more quarters. We think that will portend an underperformance in local equities relative to other major... 10th December 2024 · 16 mins read
