Asia Economics Weekly Will the export recovery last? A jump in export demand provided a boost to economic growth in the region’s most trade dependent economies last quarter, with Hong Kong, Taiwan and Singapore all expanding at their fastest pace in... 24th February 2017 · 1 min read
Asia Economics Weekly Can Korea’s exports offset domestic demand weakness? The sharp turnaround in Korea’s headline export growth in recent months owes more to a rebound in commodity price inflation than a recovery in underlying demand. Looking ahead, a combination of... 17th February 2017 · 1 min read
Asia Economics Weekly Hong Kong and Singapore: a tale of two housing markets The gradual deflation of what had looked like a housing bubble in Singapore has left the economy in much better shape to cope with rising interest rates. The contrast with Hong Kong, where property... 10th February 2017 · 1 min read
Asia Economics Weekly Trump’s “America first” policy poses threat to Philippines China and Mexico were the main focus of Donald Trump’s protectionist threats on the campaign trail. But the Philippines also stands out as vulnerable to any moves by the US towards isolationism. In... 3rd February 2017 · 1 min read
Asia Economics Weekly Thailand’s current account surplus is a sign of weakness Large current account surpluses are sometimes a sign of economic strength. In the case of Thailand, however, where the surplus is over 10% of GDP, it is a symptom of a deeply depressed economy. 27th January 2017 · 1 min read
Asia Economics Weekly What will a Trump presidency mean for Asia? There remains a great deal of uncertainty over what a Trump presidency will mean for the US economy, let alone Asia. This Weekly looks at the key channels through which a Trump presidency will affect... 20th January 2017 · 1 min read
Asia Economics Weekly Poor infrastructure to remain a drag on growth Poor infrastructure remains a major constraint on economic growth prospects across large parts of Emerging Asia. A couple of countries, namely the Philippines and Thailand, are likely to see a big... 13th January 2017 · 1 min read
Asia Economics Weekly Elections in 2017 – what they mean for Asia In this first Weekly of 2017, 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... 6th January 2017 · 1 min read
Asia Economics Weekly Loose monetary policy fuels risks in Vietnam Q4 GDP figures for Vietnam, which are due to be published sometime over the next couple of weeks, are likely to show the economy is continuing to expand at a rapid rate. However, the risks facing the... 23rd December 2016 · 1 min read
Asia Economics Weekly What to expect in 2017 The past year has been a mixed one for Asian economies, with buoyant domestic demand helping to compensate for continued weak export growth. But will next year be any better? In our penultimate Weekly... 16th December 2016 · 1 min read
Asia Economics Weekly Asia well-placed to weather Fed rate hikes For most countries in Emerging Asia an increase in US interest rates is not a major cause for concern. However, aggressive Fed tightening could cause problems in Hong Kong, Malaysia and Indonesia. 9th December 2016 · 1 min read
Asia Economics Weekly Thailand’s populist shift is bad news for the economy The recent shift by the military government in Thailand towards economic populism will help to shore-up demand in the short-term. But the stalling of economic reform is undermining the country’s long... 2nd December 2016 · 1 min read
Asia Economics Weekly Strong domestic demand helping to offset weak exports Regional GDP growth held steady at just under 4% last quarter, with buoyant domestic demand again helping to offset weak exports. With subdued global growth set to continue holding back exports, the... 25th November 2016 · 1 min read
Asia Economics Weekly Inflation to rise, but interest rates to remain low Inflation is set to continue rising across Emerging Asia as the effects of past falls in oil prices drop out of the annual comparison. However, we doubt the increase will be large enough to worry most... 18th November 2016 · 1 min read
Asia Economics Weekly Five questions (and answers) about Trump and Asia Donald Trump’s surprise election victory has created a great deal of uncertainty for the region. In this Weekly, we answer five key questions. 11th November 2016 · 1 min read
Asia Economics Weekly Can Chinese investment lift growth in Pakistan? The China-Pakistan Economic Corridor is aimed at addressing Pakistan’s perennial problems with power supply, and has been hailed by some, including the prime minister, as a game changer for the... 4th November 2016 · 1 min read
