Australia & New Zealand Chart Pack Bushfires & coronavirus to hit travel exports A combination of optimism about the prospect of a US-China trade deal and some better than expected economic data temporarily halted the decline in the Australian dollar towards the end of last year... 31st January 2020 · 10 mins read
China Chart Pack Coronavirus toll mounting The number of deaths inside China attributed to the new coronavirus is now on course to exceed those from SARS by early next week. The measures taken by the government and the public to limit... 30th January 2020 · 11 mins read
Asia Chart Pack Coronavirus to prompt further rate cuts Before the coronavirus hit, the latest data suggested the region’s economies had turned a corner. Our regional GDP Tracker nudged up slightly at the end of last year, while GDP figures for Taiwan... 30th January 2020 · 16 mins read
Asia Economics Update Sri Lanka: further cuts unlikely after surprise cut The Central Bank of Sri Lanka (CBSL) unexpectedly cut interest rates today but given our view that the rupee will come under downward pressure again this year, the scope for further loosening is... 30th January 2020 · 3 mins read
China Economic Outlook Further slowdown in 2020 with coronavirus a new threat Cooling property construction is likely to weigh on economic activity in the coming quarters. But with external demand starting to stabilise, the slowdown should be gradual, as long as the coronavirus... 23rd January 2020 · 27 mins read
Asia Data Response Taiwan GDP (Q4) Taiwan’s economy picked up steam again last quarter, and with the economy continuing to benefit from the trade war, we expect growth to remain strong throughout 2020. 21st January 2020 · 3 mins read
Australia & New Zealand Chart Pack Unemployment rates will continue to rise in 2020 Annual GDP growth in Australia has probably bottomed out already but we expect growth to remain below potential in 2020. As such, jobs growth will probably not be strong enough to absorb the expansion... 19th December 2019 · 10 mins read
China Chart Pack US demanding implausibly large import ramp up China’s apparent reluctance to commit to the extra $200bn of US imports relative to 2017 levels that the US is requesting over the next two years as part of the Phase One deal is understandable... 18th December 2019 · 11 mins read
Asia Chart Pack Hong Kong’s troubles benefitting Singapore Singapore’s economy appears to be benefitting from tourists and business travellers shunning Hong Kong. Since the Hong Kong protests intensified in July, tourist arrivals to Singapore have picked up... 17th December 2019 · 15 mins read
China Chart Pack December tariffs likely to be averted As things currently stand, the US is due to extend its punitive tariffs to cover nearly all goods imported from China in two weeks’ time. But the Trump administration has appeared keen to avoid that... 29th November 2019 · 11 mins read
Asia Chart Pack More stimulus on the way in Thailand Looser monetary and fiscal policy should help to drive a modest recovery in Thailand over the coming quarters, and we are revising our GDP growth forecast for next year up slightly. Figures released... 26th November 2019 · 15 mins read
Australia & New Zealand Chart Pack QE will result in lower bond yields in Australia The decline in bond yields in Australia and New Zealand throughout 2019 has paused in recent months following optimism about a potential trade deal between the US and China and hawkish language from... 21st November 2019 · 10 mins read
Asia Economics Update What to expect from Sri Lanka after the election GDP growth in Sri Lanka is likely to remain weak whichever of the two main candidates wins the presidential election on Saturday. 12th November 2019 · 3 mins read
Asia Data Response Taiwan GDP (Q3) Taiwan’s economy continued to perform strongly last quarter, thanks mainly to an acceleration in government spending and strong export growth. The outperformance of the economy is the main reason why... 31st October 2019 · 2 mins read
Australia & New Zealand Chart Pack IMF too optimistic on Australia and New Zealand In its latest World Economic Outlook, the IMF predicted Australia’s economy to expand by 1.7% in 2019 and by 2.3% in 2020. While the 2019 forecast is consistent with our own expectations, their... 31st October 2019 · 10 mins read
Asia Chart Pack Sri Lanka goes to the polls Campaigning ahead of Sri Lanka’s presidential election, to be held on 16th November, is well underway. President Maithripala Sirisena has already confirmed he will not stand again and will step down... 30th October 2019 · 15 mins read
