Emerging Asia Chart Pack China - China moves to arrest slowdown (Nov 08) Global financial market turmoil and the dollar rebound have been reflected in further equity market weakness in China and in a surge in the renminbi’s tradeweighted exchange rate. But global weakness... 28th October 2008 · 1 min read
Emerging Asia Chart Pack Japan - First to recover as global inflation shock fades (Oct 08) The Japanese economy may already be in technical recession, but we expect the downturn to be relatively short-lived and shallow. Sharp falls in inflation will boost real incomes, while Japan has... 21st October 2008 · 1 min read
Emerging Asia Chart Pack Rates have much further to fall (Oct 08) The dramatic events in global financial markets in recent weeks have increased fears about the impact on the wider economies, while the collapse of commodity prices has swiftly put to rest lingering... 13th October 2008 · 1 min read
Emerging Asia Chart Pack Asian interest rates close to peaking (Sep 08) The recent pullback in oil prices – and commodity prices more generally – has encouraged most Asian central banks (ex. China & Japan) to reorient their policy priorities back towards supporting growth... 4th September 2008 · 1 min read
Emerging Asia Chart Pack Japan - Economic downturn to be shallow and short-lived (Aug 08) Japan has been hit hard by surging food and energy prices, but has avoided the credit crunch and collapsing house prices that have undermined so many economies in the West. Indeed, the Japanese... 14th August 2008 · 1 min read
Emerging Asia Chart Pack China - Fall in renminbi appreciation expectations is overdone (Aug 08) Officials at the People’s Bank of China should be feeling pretty pleased with themselves. Market expectations for future renminbi appreciation have tumbled following a month of slower currency gains... 5th August 2008 · 1 min read
Emerging Asia Chart Pack India’s aggressive tightening yet to impress markets (Jul 08) The Reserve Bank of India can be forgiven for having initially taken a less hawkish stance towards inflation. GDP growth was thought to be slowing more quickly than revised data indicate. And few had... 9th July 2008 · 1 min read
Emerging Asia Chart Pack Japan - Economy slowing, but Tankan reassuring (Jul 08) The Japanese economy is clearly slowing. Indeed, the official data suggest that consumer spending has fallen sharply and manufacturing may already be in a (short-lived) technical recession... 3rd July 2008 · 1 min read
Emerging Asia Chart Pack China - Chinese equity investors floundering again (Jun 08) China’s equity investors have been left stunned by a 20% fall in prices since the beginning of June. This has taken the benchmark Shanghai Composite index beneath the 3000 level that many investors... 19th June 2008 · 1 min read
Emerging Asia Chart Pack Asia - Korea bucks the trend as Asia turns hawkish (Jun 08) Recent actions by several Asian countries to limit the cost of fuel subsidies highlight the stresses that high oil prices are causing in emerging economies. India, Indonesia and Malaysia (as well as... 9th June 2008 · 1 min read
Emerging Asia Chart Pack Asia - High inflation derails central bank plans (May 08) Inflation has re-emerged as a unifying theme across many Asian economies in recent weeks. Driven by the continuing high international oil and food prices, persistent upside surprises to inflation have... 6th May 2008 · 1 min read
Emerging Asia Chart Pack Japan: GDP growth on course for 2% this year (May 08) Even allowing for a marked slowdown in the second and third quarters, a strong start to the year means that Japanese GDP is still likely to grow by around 2% in 2008. This would be comfortably above... 2nd May 2008 · 1 min read
Emerging Asia Chart Pack China - China’s inflation worries grow even as headline rate falls (May 08) China’s headline inflation eased in March, but there are worrying signs that price pressures may be spreading beyond food. The activity data confirm that the economy remains strong, easing at least... 29th April 2008 · 1 min read
Emerging Asia Chart Pack Asia - Export outlook darkens (Apr 08) Asian exporters have enjoyed a strong start to the year with continued healthy demand from elsewhere in the region and from Europe helping to offset slower growth of shipments to the US. But the US... 3rd April 2008 · 1 min read
Emerging Asia Chart Pack Asia - Thai rates set to tumble (Mar 08) Thailand is the only one of these seven economies which is likely to grow faster this year than last. Consumers are still wary, but business investment has picked up during the smooth return to... 4th March 2008 · 1 min read
Emerging Asia Chart Pack Japan: Economy to outperform low expectations (Mar 08) Most discussion of the outlook for Japan in 2008 assumes that the two alternatives are a sharp slowdown or an outright recession. However, much of the incoming data actually favours a third scenario... 29th February 2008 · 1 min read