Asia Economics Weekly Can manufacturing revive growth in India and Indonesia? A strong manufacturing sector would go some way to reviving the economic fortunes of India and Indonesia. The challenges are formidable. But, with a new prime minister in India, and Indonesia set to... 9th June 2014 · 1 min read
Asia Economics Weekly South East Asia losing its shine The slowdown in GDP growth in South East Asia in recent quarters represents something of a fall from grace for the region, which until recently was a rare bright spot in the global economy. With the... 2nd June 2014 · 1 min read
Asia Economics Weekly Is Emerging Asia missing out on the global recovery? Recovery in advanced economies has been underway for the best part of a year now, but Emerging Asia’s exports have remained sluggish. Some commentators are concerned this is more than a short-term... 26th May 2014 · 1 min read
Asia Economics Weekly Is a credit bubble building in the Philippines? The surge in credit that has been going on across much of Emerging Asia since the global financial crisis has been getting some well-deserved media attention recently. But while we have been flagging... 19th May 2014 · 1 min read
Asia Economics Weekly Are expectations too high for Modi’s India? All eyes will be on India next week as its much-talked-about election comes to an end. Opinion polls have consistently suggested that the opposition BJP party, which has nominated Narendra Modi as its... 12th May 2014 · 1 min read
Asia Economics Weekly Rate hikes coming soon in the Philippines and Malaysia The coming week sees scheduled monetary policy meetings in five countries. Korea, Australia and Indonesia look almost certain to keep interest rates on hold. The decisions in the Philippines and... 5th May 2014 · 1 min read
Asia Economics Weekly Slower growth in China won’t derail Asia’s export recovery Export growth from Emerging Asia remains lacklustre. Things should improve over the next couple of years on the back of a recovery in the developed world, which should more than compensate for weaker... 28th April 2014 · 1 min read
Asia Economics Weekly What to expect from Asia’s Q1 GDP data Most economies in the region are due to release Q1 GDP data over the next few weeks. OurGDP tracker suggests economic growth was broadly unchanged in Emerging Asia (excludingChina) from Q4. The Newly... 22nd April 2014 · 1 min read
Asia Economics Weekly Four risks to watch out for in Emerging Asia Our recently published Emerging Asia Outlook paints a fairly benign picture of the region’s growth prospects, with most economies set to make a gradual recovery in 2014-15. This Weekly looks at some... 14th April 2014 · 1 min read
Asia Economics Weekly Is Jokowi the man to get Indonesia back on track? Indonesia’s elections get underway later this month. They come at a crucial time, with the economy stuttering and confidence in the current leadership at a low ebb. The presidential favourite, Joko... 7th April 2014 · 1 min read
Asia Economics Weekly Export outperformance won't reignite Vietnam's economy Vietnam's exports have been a rare bright spot for its struggling economy in recent years, mainly owing to the country's success in attracting foreign manufacturers that want a low-cost alternative to... 31st March 2014 · 1 min read
Asia Economics Weekly Is Emerging Asia about to run into structural constraints? Concerns over structural constraints on growth have come to the fore recently, in the wake of prolonged slowdowns in some of the world's biggest emerging economies. There are some fears that parts of... 24th March 2014 · 1 min read
Asia Economics Weekly Inflation in Emerging Asia to remain subdued Inflation in Emerging Asia has fallen back over the past few months and remains low by historical standards. Looking ahead, inflation looks set to remain fairly benign. Currency weakness over the past... 17th March 2014 · 1 min read
Asia Economics Weekly Rate hikes coming in New Zealand With New Zealand’s economic recovery gaining momentum, inflation rising and house prices booming, the country’s central bank looks set to hike interest rates on Wednesday for the first time in nearly... 10th March 2014 · 1 min read
Asia Economics Weekly Export recovery to support growth in Asia GDP data for the fourth quarter of 2013 showed that regional growth was unchanged from Q3. Improving prospects for exports bode well for the outlook, but domestic demand needs to cool in some... 3rd March 2014 · 1 min read
Asia Economics Weekly India and Indonesia – not so fragile? After coming through the latest bout of market turmoil with surprising resilience, it could be time for Indonesia and India to hand in their membership of the so-called ”Fragile Five”. Importantly... 24th February 2014 · 1 min read