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
Asia Economics Weekly Where could we see an upside surprise next year? We expect most economies in Emerging Asia to record another year of solid, if unspectacular, growth in 2015. That said , there are a number of potential upside surprises. This Weekly looks at some of... 28th November 2014 · 1 min read
Asia Economics Weekly How big a threat is deflation? Sharp falls in global commodity prices have helped push inflation down across nearly all of Emerging Asia in recent months. However, while most countries in the region look set for a period of low... 21st November 2014 · 1 min read
Asia Economics Weekly China-Korea free trade deal is not a game changer The recently announced free-trade deal between Korea and China has generated plenty of optimistic headlines. However, we are sceptical the deal will have much impact, and it certainly isn’t going to... 14th November 2014 · 1 min read
Asia Economics Weekly How big a threat is the weak yen to Korea? The latest increase in asset purchases by the Bank of Japan has caused another weakening of the yen, and created anxiety around the rest of Asia over rising competition from Japanese exports. Given... 7th November 2014 · 1 min read
Asia Economics Weekly How much slack is left in the NIEs? There are indications that the amount of spare capacity in the Newly Industrialised Economies (NIEs: Hong Kong, Singapore, Taiwan and Korea) is starting to be used up. As a result, while there is... 31st October 2014 · 1 min read
Asia Economics Weekly Falling commodity prices to keep Asian inflation low Declines in commodity prices have helped push down inflation across Emerging Asia in recent months. We expect inflation to remain low over the next year, which will leave room for central banks to... 24th October 2014 · 1 min read
Asia Economics Weekly Indonesia’s new president has his work cut out Joko Widodo, the outgoing mayor of Jakarta, who takes over as Indonesia’s president on Monday, is seen by some as the man to turn the country’s fortunes around. But while he has attracted plenty of... 17th October 2014 · 1 min read
Asia Economics Weekly How our forecasts differ from consensus and the IMF In this Weekly we look at how our GDP forecasts differ from consensus and those recently released by the IMF. In most countries our 2015 growth forecasts are not far out of line, but there are four... 10th October 2014 · 1 min read
Asia Economics Weekly What next for monetary policy in Singapore? The Monetary Authority of Singapore (MAS) is expected to keep its exchange rate policy on hold at its upcoming bi-annual policy meeting. In any case, the most important changes to monetary conditions... 3rd October 2014 · 1 min read
