Emerging Asia Chart Pack Assessing the impact so far We still don’t have much in the way of hard data, but the figures that have been published so far suggest the coronavirus and the measures that China has taken to contain it, are having a severe... 25th February 2020 · 16 mins read
Emerging 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
Emerging 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
Emerging 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
Emerging 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
Emerging Asia Chart Pack Fiscal policy being loosened, Indonesia an exception The Indonesian government’s budget for 2020 came a step closer to being passed this week after the parliament’s budgetary committee approved President Joko Widodo’s spending plans for the coming year... 24th September 2019 · 15 mins read
Emerging Asia Chart Pack Political risk back on the agenda Despite the poor global outlook, GDP growth across Emerging Asia actually picked up slightly in the second quarter, and our forecast is for a further gradual recovery over the remainder of the year... 26th August 2019 · 16 mins read
Emerging Asia Chart Pack Malaysia: rebound in inflation nothing to worry about The jump in the headline rate of inflation in Malaysia last month to 1.5% y/y from 0.2% in May, is unlikely to trouble the central bank (BNM). The rise was due to the effects of the elimination of the... 24th July 2019 · 16 mins read
Emerging Asia Chart Pack Government spending rebounds in the Philippines A rebound in government spending is likely to provide a boost to GDP growth in the Philippines over the next few quarters. Fiscal data published earlier this week from the Bureau of the Treasury show... 27th June 2019 · 17 mins read
Emerging Asia Chart Pack Who is winning the trade war? With the trade war between the US and China continuing to escalate, a clear winner is starting to emerge: Vietnam. Since around the middle of last year, Vietnam’s exports to the US have shot up by... 29th May 2019 · 1 min read
Emerging Asia Chart Pack Why does Indonesia want to move its capital city? There are good reasons why Indonesia wants to move its capital city away from Jakarta, but any move faces significant obstacles. The main reason for wanting to move is that Jakarta is sinking... 30th April 2019 · 1 min read
Emerging Asia Chart Pack Malaysia’s central bank hints at rate cuts Malaysia’s central bank (BNM) today dropped its clearest hint yet that interest rate cuts are on the way after it lowered its growth forecasts for this year and pledged that monetary policy would be... 27th March 2019 · 1 min read
Emerging Asia Chart Pack Thai baht continues to strengthen despite political risks The possibility of political unrest ahead of Thailand’s election next month is one of the key risks facing the economy, but so far at least, the uncertainty is having little impact on the currency... 21st February 2019 · 1 min read
Emerging Asia Chart Pack Central banks sounding more dovish Following a flurry of interest rate hikes towards the end of last year, policymakers in Emerging Asia have struck a more dovish tone in recent weeks. The central banks of Indonesia, Korea and Malaysia... 29th January 2019 · 1 min read
Emerging Asia Chart Pack Philippines: current account deficit hits record in Q3 One of the key risks to the Philippines over the coming year is a further widening of the current account deficit. Data released earlier in the week showed the deficit widened to 3.0% of GDP in the... 18th December 2018 · 1 min read
Emerging Asia Chart Pack The Philippines to gain from lower oil prices Most countries in the region are net oil importers (Malaysia is the key exception) and should gain from the recent drop in oil prices, with the Philippines likely to be among the biggest beneficiaries... 27th November 2018 · 1 min read