Asia Economics Weekly Credit worries starting to recede in places, but risks remain Credit growth has continued to slow in some of the countries, namely Thailand and Malaysia, we had previously identified as being at risk from a rapid build-up of private sector debt. However, risks... 2nd February 2018 · 1 min read
Asia Economics Weekly What will Thailand do about the “strong” baht? The Thai authorities are becoming increasingly concerned by the strength of the baht, which has been one of the best performing emerging market currencies over the past year. The most likely policy... 26th January 2018 · 1 min read
Asia Economics Weekly Korea set for strong 2018, but not because of the Olympics The 2018 Winter Olympics, which get under way in South Korea next month, will not provide much of a boost to the country’s economy. But this will not stop South Korea from recording another year of... 19th January 2018 · 1 min read
Asia Economics Weekly The export rebound is unsustainable Despite the decent outlook for global growth over the next year, we doubt the recent rebound in Asian export volumes will be sustained. If we are right, then regional growth is likely to slow, with... 12th January 2018 · 1 min read
Asia Economics Weekly A guide to elections in 2018 In this first Weekly of 2018, we take our usual look at the important elections that are set to take place in Asia over the coming year, assessing the implications for policymaking and economic growth... 5th January 2018 · 1 min read
Asia Economics Weekly What to expect in 2018 Economic growth across most of Emerging Asia has rebounded strongly over the past year on the back of a surge in exports. But will this strong growth continue next year? In our final Weekly of the... 21st December 2017 · 1 min read
Asia Economics Weekly Pakistan: Where next for the rupee? The fall in the Pakistani rupee over the past week has once again put the spotlight on the country’s precarious balance of payments position. Pakistan will soon be forced to either let the currency... 15th December 2017 · 1 min read
Asia Economics Weekly Weak infrastructure to remain a drag on growth prospects Many countries in South and South East Asia invest too little on infrastructure. Fiscal constraints mean the situation is unlikely to change anytime soon, with the result that poor infrastructure is... 8th December 2017 · 1 min read
Asia Economics Weekly Who will follow the Bank of Korea? The central banks in Asia most likely to follow the Bank of Korea over the coming year in raising interest rates are those of Malaysia, India and Pakistan. However, with the exception of Pakistan, the... 1st December 2017 · 1 min read
Asia Economics Weekly Growth rebounds, but inflation remains weak With Q3 GDP figures now published for most of the major economies in Emerging Asia, the region looks to have grown by 4.6% y/y in the third quarter – a full 1.5%-points faster than just 18 months ago... 24th November 2017 · 1 min read
Asia Economics Weekly Recovery in Thailand unlikely to lead to policy tightening Thailand’s economy has rebounded strongly over the past year, with Q3 GDP figures due to be published on Monday likely to show the country growing at its strongest pace in over four years. The... 17th November 2017 · 1 min read
Asia Economics Weekly Will regional trade agreements boost growth? Almost 10 months after Donald Trump pulled the US out of negotiations to set up the Trans-Pacific Partnership (TPP), ministers from the remaining 11 countries are trying to salvage something from the... 10th November 2017 · 1 min read
Asia Economics Weekly What to expect from Trump’s Asia trip Donald Trump’s priority during his upcoming trip to Asia is likely to be drumming up support for his hard-line stance in dealing with North Korea. But while this means he is likely to go soft on his... 3rd November 2017 · 1 min read
Asia Economics Weekly Investment could be a future weak spot for the Philippines The Philippines should remain one of the region’s fastest growing economies over the coming years. But with signs that the worsening political climate is starting to discourage investment, economic... 27th October 2017 · 1 min read
Asia Economics Weekly Indonesia’s Jokowi failing to deliver on reform Joko Widodo (commonly known as Jokowi) came to power three years ago promising to reinvigorate the struggling economy and raise growth to 7%. Despite some encouraging progress at the start of his... 20th October 2017 · 1 min read
Asia Economics Weekly How do our forecasts differ from the consensus and the IMF? For most countries, our forecasts are a little bit below those of both the consensus and the IMF. However, there are three economies, Hong Kong, the Philippines and Pakistan where we think other... 13th October 2017 · 1 min read
