Emerging Asia Chart Pack China: Consumption rebounds (Feb 08) After several years during which wages have grown more slowly than the economy, consumption accounted for barely a third of overall Chinese demand in 2007. But there are a couple of reasons to think... 7th February 2008 · 1 min read
Emerging Asia Chart Pack Asia - Central banks put to the test (Feb 08) Asia as a whole is in good shape to weather a global slowdown this year, but the contraction in Singapore’s GDP at the end of 2007 underlines that smaller, tradereliant economies will suffer as demand... 31st January 2008 · 1 min read
Emerging Asia Chart Pack Japan - Already past the worst? (Jan 08) Japan is not currently in recession as commonly defined (that is, two quarters of negative growth, or a year-on-year decline). But the level of GDP failed to recover fully in the third quarter of last... 2nd January 2008 · 1 min read
Emerging Asia Chart Pack Asia - Coping with high oil prices (Dec 07) Asia outperformed expectations in the third quarter, with reassuring strength in domestic demand helping to offset a softening in the external environment. However the dramatic rise in oil prices in... 6th December 2007 · 1 min read
Emerging Asia Chart Pack China - China's poorest get an income boost (Nov 07) Continued high inflation is a worry for China’s monetary policy-makers. But higher prices have helped many food producers: real incomes are now growing faster in rural areas than in the cities... 22nd November 2007 · 1 min read
Emerging Asia Chart Pack Asia - Fed cuts put pressure on South-East Asia to follow suit (Nov 07) Rapid declines in Indian wholesale price inflation have allowed policymakers to breathe somewhat easier. But the economy continues to grow rapidly and industrial activity appears again to be picking... 31st October 2007 · 1 min read
Emerging Asia Chart Pack Japan - Incoming data suggest outlook deteriorating (Nov 07) The latest monthly data have mostly been disappointing, confirming that the Bank of Japan will have to tread very carefully if it wants to continue returning interest rates towards more normal levels... 31st October 2007 · 1 min read
Emerging Asia Chart Pack China - China's export ambitions take a hit (Sep 07) The biggest winners from the recent spate of scares over Chinese exports may be Chinese consumers, who have long dealt with product safety concerns far more serious than those experienced in export... 4th September 2007 · 1 min read
Emerging Asia Chart Pack Asia - Safe havens from global credit crisis? (Sep 07) While the recent financial market crisis has cast a shadow over the global economy, the latest data suggest that most of the smaller Asian economies are in good shape to weather the storm. India is... 3rd September 2007 · 1 min read
Emerging Asia Chart Pack Japan - Economy slowing, but no "hard landing" (Aug 07) For the first time in a long while it is possible to build a reasonable case for worrying about the Japanese economy: our monthly review of the latest data finds causes for concern among both... 14th August 2007 · 1 min read
Emerging Asia Chart Pack China - Higher inflation does not mean China is overheating. (Aug 07) Expectation-beating GDP numbers and rapid inflation have again provoked talk of a hard landing for China. However growth close to current rates still looks sustainable. Inflation will probably climb... 10th August 2007 · 1 min read
Emerging Asia Chart Pack Asia - Korean interest rates have probably peaked (Jul 07) The Bank of Korea raised its key interest rate to a six-year high of 4.75% in July, reflecting concerns that the stronger than expected economic recovery and high money supply growth could fan... 23rd July 2007 · 1 min read
Emerging Asia Chart Pack China - China shows first signs of domestic rebalancing (Jul 07) China’s economy does not seem to be slowing, but there are tentative signs that a long-awaited rebalancing of domestic demand from investment to consumption is underway. China’s external imbalance –... 12th July 2007 · 1 min read
Emerging Asia Chart Pack Asian - India still in danger of overheating (Jun 07) Economic growth remains strong across much of the region with India, Malaysia, Thailand and the Philippines all recently reporting better than expected GDP figures. Despite this, inflation remains... 26th June 2007 · 1 min read
Emerging Asia Chart Pack Japan - Growth to beat the consensus (again) this year (Jun 07) The upwardly-revised Q1 GDP data have set a solid base for the year. We expect growth of around 2.6% in 2007 as a whole, comfortably above the latest consensus of 2.2%. The slump in the index of... 25th June 2007 · 1 min read
Emerging Asia Chart Pack China - Chinese inflation is under control (Jun 07) The boom in Chinese stocks and, now, a sudden spike in pork prices have been interpreted by some as evidence that the authorities are losing the battle to prevent China’s huge export earnings feeding... 7th June 2007 · 1 min read