Asia Economics Weekly What options does Taiwan’s central bank have left? Taiwan’s central bank is running out of good options as it looks to boost an economy which has struggled badly over the past year. We see little prospect of a decent recovery in the coming quarters. 8th July 2016 · 1 min read
Asia Economics Weekly China’s move up the value chain – what it means for Korea China’s move up the value chain is proving a major challenge for Korean exporters. Poor export prospects are just one reason why we expect Korea’s economy to struggle over the next few years. 1st July 2016 · 1 min read
Asia Economics Weekly What will the Philippines look like under Duterte? Rodrigo Duterte, who will become the next president of the Philippines on 30 th June, will take over an economy in good health. We believe the foundations are in place for growth to remain strong, but... 24th June 2016 · 1 min read
Asia Economics Weekly Asian consumers facing growing headwinds Consumer spending has grown at a steady pace across Emerging Asia over the past few years, comfortably outperforming other EM regions. Spending should continue to grow at a decent pace in most... 17th June 2016 · 1 min read
Asia Economics Weekly Should Asia worry about Brexit? The referendum on Britain leaving the EU has dominated international headlines over the last week, with some commentators warning that a “Brexit” would have significant implications well beyond Europe... 10th June 2016 · 1 min read
Asia Economics Weekly Will Vietnam’s exports continue to boom? Exports from Vietnam should continue to grow strongly in the short-term, helped by booming foreign direct investment into the manufacturing sector. However, the lack of spillovers from the dynamic... 3rd June 2016 · 1 min read
Asia Economics Weekly Usual suspects repeating the same old mistakes By keeping monetary policy too loose for too long, Pakistan, Vietnam and Sri Lanka now face either a surge in inflation or a rise in bad debts. What’s more, central banks remain complacent about the... 27th May 2016 · 1 min read
Asia Economics Weekly South East Asia continues to lead the way GDP growth in Emerging Asia slowed slightly in the first quarter of the year. However, it is stilldoing much better than other emerging regions, with South East Asia standing out as a rarebright spot... 20th May 2016 · 1 min read
Asia Economics Weekly Is Thailand about to boil over again? Thailand’s already disappointing recovery could be derailed by yet another flare-up of its longstanding political crisis this year, with the controversial draft constitution presenting a clear... 13th May 2016 · 1 min read
Asia Economics Weekly Is the Philippines about to shoot itself in the foot? The Philippines has been one of the region’s few economic success stories over the past few years. But with the controversial Rodrigo Duterte riding high in the polls ahead of presidential elections... 6th May 2016 · 1 min read
Asia Economics Weekly Could Asia’s central banks get unconventional? There have been a number of suggestions recently that some central banks in Emerging Asia, namely in Taiwan and Korea, might be about to adopt some of the unconventional policy measures that are being... 29th April 2016 · 1 min read
Asia Economics Weekly Are Asia’s policymakers running out of fiscal firepower? Most governments in Emerging Asia have room to support their economies by loosening fiscal policy further in the event that growth continues to disappoint. However, there are a few countries, namely... 22nd April 2016 · 1 min read
Asia Economics Weekly Export downturn set to drag on The export downturn that began over a year ago is showing little sign of coming to an end. A big part of the reason for the current weakness has been the slump in commodity prices. Even if commodity... 15th April 2016 · 1 min read
Asia Economics Weekly Where do the risks lie? Financial markets across Emerging Asia have rebounded in recent months as investors have become more confident over the short-term economic outlook for the region. However, as we make clear in our... 8th April 2016 · 1 min read
Asia Economics Weekly Singapore is not a global bellwether As a small, very open economy that releases GDP data much earlier than most other countries, Singapore is often billed as a bellwether for the global economy. In reality, Singapore’s GDP is far too... 1st April 2016 · 1 min read
Asia Economics Weekly Vietnam: Short-term prospects good, but risks building Vietnam has been one of the region’s fastest growing economies over the past couple of years, and looks set for another year of strong growth in 2016. But risks are starting to build, and policymakers... 24th March 2016 · 1 min read
