Asia Economics Weekly AIIB – what is all the fuss about? Poor infrastructure is likely to remain a key constraint on economic development across large parts of Emerging Asia over the next decade. For all the headlines, the Asian Infrastructure Investment... 3rd April 2015 · 1 min read
Asia Economics Weekly Deflation of Thailand’s credit bubble has further to run Although credit growth in Thailand has cooled over the past few years, the process of deflating the country’s credit bubble is still far from over. Given this, the Bank of Thailand’s decision earlier... 27th March 2015 · 1 min read
Asia Economics Weekly Taiwan is unlikely to join Asia's rate-cutting cycle Despite slowing growth, a bout of deflation and a housing market that has recently taken a turn for the worse, Taiwan is unlikely to join the Asian rate-cutting cycle at its upcoming meeting. 23rd March 2015 · 1 min read
Asia Economics Weekly Rupiah weakness is unlikely to revive Indonesia’s economy The weakness of the Indonesian rupiah is unlikely to kick-start a recovery in the country’s non-commodity export sector. For one thing, it has not left Indonesian exporters looking any more... 13th March 2015 · 1 min read
Asia Economics Weekly What would a property price collapse mean for Taiwan? Taiwan’s Financial Supervisory Commission caused a stir recently when it warned of the rising risk of a property price crash. Although the economy is unlikely to escape unscathed if property prices... 6th March 2015 · 1 min read
Asia Economics Weekly Where next for Indonesia’s current account? We see little prospect of an improvement in Indonesia’s current account over the next couple of years. This could leave the rupiah vulnerable when the Fed starts to tighten policy later this year... 27th February 2015 · 1 min read
Asia Economics Weekly No sign of improvement in Asian growth The latest GDP figures for Emerging Asia show regional growth was broadly flat again last quarter. Looking ahead, a strong pick-up looks unlikely. But with monetary policy set to remain loose and oil... 18th February 2015 · 1 min read
Asia Economics Weekly Korea’s housing market recovery to continue Korea’s housing market is showing signs of recovery, supported by the fall in stocks of unsold homes, rising rents, low interest rates and supportive government policies. A stronger housing market... 13th February 2015 · 1 min read
Asia Economics Weekly Will more of Asia's central banks join the loosening cycle? There has been a clear shift towards looser monetary policy around the world since late 2014, and several Asian central banks have been part of the trend. Any further moves over the coming months are... 6th February 2015 · 1 min read
Asia Economics Weekly Reasons to be optimistic about Korea’s economy in 2015 Korea stands to be one of Emerging Asia’s biggest beneficiaries from lower oil prices, and will also be boosted by a recovery in the housing market and by expansionary fiscal policy. We think most... 30th January 2015 · 1 min read
Asia Economics Weekly Does Singapore’s currency regime still suit its needs? The decision by the Swiss National Bank (SNB) to abandon its exchange rate ceiling has created questions about the sustainability of other currency regimes. We think there is little chance of the... 23rd January 2015 · 1 min read
Asia Economics Weekly Will falling oil prices push Emerging Asia into deflation? Sharp falls in oil prices in recent months will put downward pressure on inflation across Emerging Asia, with a number of countries likely to see inflation turn negative in early 2015. On the whole... 16th January 2015 · 1 min read
Asia Economics Weekly What would a Grexit mean for Asia? Problems in the euro-zone have been dragged back into the spotlight by the inconclusive recent presidential election in Greece. In general, Emerging Asia is well-placed to cope if the euro-zone does... 9th January 2015 · 1 min read
Asia Economics Weekly What to expect in Asia in 2015 In this Weekly we outline our key calls for the region in 2015. We expect Emerging Asia to be a bright spot in the global economy, with growth set to accelerate in most economies. Falling commodity... 19th December 2014 · 1 min read
Asia Economics Weekly How did our 2014 forecasts stack up? In our final Weekly of the year we will be outlining our key forecasts for 2015. But this week we take a look back at how we did in 2014. Our downbeat forecasts for growth largely played out, as did... 15th December 2014 · 1 min read
Asia Economics Weekly How much will Asia benefit from falling oil prices? Most of Emerging Asia stands to benefit from lower oil prices, and in a couple of economies, Korea and Taiwan, we think the impact will be large enough to warrant an increase in our growth forecasts... 5th December 2014 · 1 min read
