Asia Economics Weekly Indonesia palm oil ban Indonesia has caused turmoil in global commodity markets over the past week with its decision to ban exports of palm oil. However, given the importance of the sector to Indonesia’s economy and the... 29th April 2022 · 5 mins read
Asia Economics Weekly Signs of exports softening, new governor at the BoK There are growing signs that demand for the region’s exports are starting to soften. Weaker external demand will add to the headwinds facing the region’s economies, which are already being hit by the... 22nd April 2022 · 6 mins read
Asia Economics Weekly What next for Pakistan and Sri Lanka? Recent tumultuous events in Pakistan and Sri Lanka should eventually pave the way for IMF deals in both countries, which over time may lead to the return of economic stability. However, this is by no... 14th April 2022 · 5 mins read
Asia Economics Weekly Pakistan: PM Khan stumped, emergency hike by SBP In Pakistan, the week began with a constitutional crisis and it will likely end with a new Prime Minister at the helm following the Supreme Court ruling on Thursday. Prime Minister Khan’s successors... 8th April 2022 · 7 mins read
Asia Economics Weekly Q1 GDP data to paint a picture of resilience GDP data released over the next month or so in Emerging Asia are likely to show that recoveries continued everywhere across the region (excluding China) in Q1. That’s despite the fact that almost all... 1st April 2022 · 7 mins read
Asia Economics Weekly More dovish signals from South East Asia Dovish comments from policymakers over the past week support our view that central banks in South East Asia will buck the trend of global tightening and leave interest rates unchanged over the coming... 25th March 2022 · 7 mins read
Asia Economics Weekly Korea COVID surge, Thai baht to weaken Despite surging cases of COVID-19 in Korea, the economy appears to be holding up well. We are sticking with our view that the central bank will resume its tightening cycle in April. Meanwhile, the... 18th March 2022 · 6 mins read
Asia Economics Weekly New GDP growth forecasts We are cutting our GDP growth forecasts for many parts of emerging Asia in response to the surge in global energy prices and the war in Ukraine. 11th March 2022 · 6 mins read
Asia Economics Weekly Policy headache in Thailand, Korea’s election Inflation has become a major policy headache for the Bank of Thailand after figures released today showed that the headline rate surged to a 14-year high in February. Given the weakness of the economy... 4th March 2022 · 5 mins read
Asia Economics Weekly Oil prices and inflation, zero-COVID holdouts The main channel through which Asia will be affected by the crisis in Ukraine is higher oil prices. We are sticking with our non-consensus view that most countries in Asia will leave interest rates on... 25th February 2022 · 8 mins read
Asia Economics Weekly Ukraine adds to inflation risks, SE Asia reopening The recent rise in oil prices poses a key upside risk to our inflation forecasts. We already expect rate hikes this year in Korea, India and Indonesia. We think Taiwan, where price pressures have... 18th February 2022 · 8 mins read
Asia Economics Weekly Singapore budget, elections loom in the Philippines The focus of Singapore’s 2022 budget next Friday will be on steps to raise revenues to help deal with a rapidly ageing population, as the government shifts away from supporting the economy through the... 11th February 2022 · 6 mins read
Asia Economics Weekly Encouraging developments in the Philippines The Philippines has been hit harder than any other country in the region by the pandemic, but the past week has at least brought some good news. The latest Omicron wave appears to have had only a... 4th February 2022 · 8 mins read
Asia Economics Weekly Korea’s COVID shift, Q1 Outlooks A successful vaccination campaign means that, despite a surge in COVID cases, Korea is sticking with its plans to reopen the economy. This supports our view that Omicron will have only a small impact... 28th January 2022 · 6 mins read
Asia Economics Weekly Thai tourism boost, new oil price forecasts Better times lie head for Thailand’s tourism industry after the government this week announced it would resume its quarantine-free travel scheme from 1 st February. A recovery in tourism will not only... 21st January 2022 · 8 mins read
Asia Economics Weekly Korean labour market not as healthy as it looks At face value, the Korean labour market figures for December paint an encouraging picture, with total employment rising to a new record high. However, a detailed examination of data reveals just how... 14th January 2022 · 9 mins read
