Emerging Asia Economics Focus How will emerging Asia fare as the West slows? The recent strong performance of emerging Asian economies is likely to be severely tested by a USled global slowdown in the next year or two. However, provided the US avoids an outright recession (as... 26th November 2007 · 1 min read
Emerging Asia Economics Focus Could Vietnam eventually eclipse Thailand? We are upbeat about Vietnam’s long-term prospects. The country’s relatively low level of GDP per capita and recent accession to the World Trade Organisation mean that it can expect to experience an... 22nd May 2007 · 1 min read
Emerging Asia Economics Focus What should we expect from the US-China dialogue? The second meeting of the US-China Strategic and Economic Dialogue this week will be a test of US Treasury Secretary Paulson’s non-confrontational approach with China. We think he will be hard-pressed... 21st May 2007 · 1 min read
Emerging Asia Economics Focus How worried should we be about Chinese stock markets? China’s stock markets are overvalued but perhaps not by as much as recent gains would suggest. The equity boom started when valuations were at a low level and, although shares now look pricey compared... 10th May 2007 · 1 min read
Emerging Asia Economics Focus Japanese rates on hold until August, but risks still on the upside 27th April 2007 · 1 min read
Emerging Asia Economics Focus Is the leading indicator a reliable signal of recession in Japan? 18th April 2007 · 1 min read
Emerging Asia Economics Focus What have we learned from China's National People's Congress? 16th March 2007 · 1 min read
Emerging Asia Economics Focus Outlook for Thai economy continues to deteriorate 1st March 2007 · 1 min read
Emerging Asia Economics Focus Markets are complacent about upside risks to Japanese rates 21st February 2007 · 1 min read
Emerging Asia Economics Focus Wages pick-up to drive Japan's inflation and interest rates higher 24th January 2007 · 1 min read
Emerging Asia Economics Focus Thailand needs lower interest rates, not FX controls 21st December 2006 · 1 min read
Emerging Asia Economics Focus What to expect from Paulson's visit to Beijing 5th December 2006 · 1 min read
Emerging Asia Economics Focus Bank of Japan makes the case for the next rate hike 31st October 2006 · 1 min read
Emerging Asia Economics Focus Tankan supports case for another hike in Japanese interest rates 2nd October 2006 · 1 min read