Asia Economics Update Philippines: BSP cuts, more easing to come The Philippines (BSP) cut its main policy rate by 25bp to 3.75% today and with growth likely to disappoint and inflation set to remain well within the BSP’s target, we expect more easing later this... 6th February 2020 · 3 mins read
Asia Economics Update Bank of Thailand to ease further The Bank of Thailand (BoT) cut interest rates today, and with the economy being hit hard by a slump in tourist arrivals as well as disruption to its industrial sector as the coronavirus continues to... 5th February 2020 · 3 mins read
Asia Economics Update How will the coronavirus affect Indonesia? Indonesia’s direct ties to China are relatively small, which makes the economy less vulnerable to the spread of the coronavirus than other countries in Emerging Asia. The main channel through which... 5th February 2020 · 3 mins read
Asia Economics Update China factory closures now disrupting Asian industry A period of prolonged factory closures in China as the authorities struggle to contain the coronavirus would cause significant disruption to the rest of the region and is another reason why growth in... 3rd February 2020 · 3 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
Asia Economics Update Tourism to drag regional growth lower as virus spreads A sharp fall in Chinese tourist arrivals will hit economic growth in Emerging Asia hard this quarter. The impact will be even more severe if the disruption spreads to the region’s industrial sectors. 28th January 2020 · 3 mins read
Asia Economics Update Indonesia leaves rates on hold, but hints at further cuts Bank Indonesia (BI) today left interest rates unchanged at 5.0% but kept the door open to further cuts. With the economy struggling, inflationary pressures low and the rupiah continuing to appreciate... 23rd January 2020 · 3 mins read
Asia Economics Update Indonesia: reform package key test for Jokowi The legislation that President Joko Widodo has presented to parliament, which includes proposals to cut red tape, lower taxes and free up the labour market, would form the basis of any foreign... 22nd January 2020 · 3 mins read
Asia Economics Update Bank Negara Malaysia likely to cut again this year Bank Negara Malaysia (BNM) today cut its policy rate from 3.00% to 2.75%, and with growth set to slow further over the next couple of quarters, we think the central bank will ease policy again later... 22nd January 2020 · 3 mins read
China Economics Update Assessing the impact of the new flu virus in Asia Fears are growing about the spread of a newly-identified coronavirus across Asia. In this Update we discuss the likely implications for the region’s economies. 21st January 2020 · 3 mins read
Asia Economics Update A guide to political events in 2020 In this Update we take a look at the important elections and political events that are set to take place across Asia over the coming year, assessing the implications for policymaking and economic... 20th January 2020 · 3 mins read
Asia Economics Update Bank of Korea on hold, but more easing still likely The Bank of Korea (BoK) left policy unchanged today, but with the economy struggling for momentum and price pressures set to remain weak, we expect the Bank to resume its easing cycle later this year. 17th January 2020 · 3 mins read
Asia Economics Update US-China trade deal, and its impact on the rest of Asia The signing of the Phase One trade deal is unlikely to spell the end of the trade war, and the disruption it has caused to Asian supply chains looks set to continue. 16th January 2020 · 3 mins read
Asia Economics Update Singapore: initial GDP estimate provides little value The initial estimate of Q4 GDP suggests Singapore’s economy remains in the doldrums. However, the numbers are based on preliminary data from only the first two months of the quarter and are not... 2nd January 2020 · 3 mins read
Asia Economics Update Indonesia easing cycle not over yet Bank Indonesia (BI) today left interest rates unchanged at 5.0% but, with growth set to remain weak and the rupiah holding up well, we think further easing is likely in the new year. 19th December 2019 · 2 mins read
Asia Economics Update Thailand: rates on hold, but further easing next year The Bank of Thailand (BoT) left its policy rate unchanged today, but further rate cuts are likely next year. 18th December 2019 · 2 mins read
