Asia Economics Weekly Asian equities to continue to underperform A third round of quantitative easing in the US and policy actions in other major economies have boosted risk appetite and lifted equities in Asia. But the region’s equity markets are still on course... 21st September 2012 · 1 min read
Asia Economics Weekly Three scenarios for Vietnam's crisis-hit economy High-profile arrests related to one of Vietnam’s biggest banks have brought problems in the country’s banking sector to the fore. This week’s lead article considers three scenarios for how Vietnam’s... 17th September 2012 · 1 min read
Asia Economics Weekly Asia’s policymakers ready to act again All five central banks which announce their policy rate decisions this week are likely to signal that global worries are a key downside risk for local growth. Only in Korea do we expect a policy rate... 7th September 2012 · 1 min read
Asia Economics Weekly Asia's consumers far from immune to global problems We expect global demand to stay weak in coming quarters and for labour markets and consumer confidence in Asia to soften as a result. Central banks in the region are likely to ease further, which... 31st August 2012 · 1 min read
Asia Economics Weekly What would QE3 mean for Asia? The minutes of the US Federal Reserve’s August meeting strongly suggested that the Fed will embark on a third round of quantitative easing (QE3) in September. This week’s lead article assesses the... 24th August 2012 · 1 min read
Asia Economics Weekly Asia’s exports make a poor start to Q3 Asia’s export weakness is showing no signs of abating. Indeed, the July trade data reported so far across the region suggest that the export slowdown has deepened. 17th August 2012 · 1 min read
Asia Economics Weekly Singapore’s push for more babies Ahead of last Thursday’s National Day holiday in Singapore, a music video urged patriotic citizens to “celebrate National Night by giving the country the population spurt it so desperately needs”. The... 10th August 2012 · 1 min read
Asia Economics Weekly No quick fix to India and Pakistan’s power problems India attracted international headlines for all the wrong reasons (again) following massive power cuts that left half of its population without electricity for two days. Power cuts are alsoa big issue... 3rd August 2012 · 1 min read
Asia Economics Weekly No need to worry over spike in agricultural prices The prices of many agricultural commodities have risen strongly over the past couple of months, raising fears of a sharp rise in inflation across the region. However, we believe the recent spike in... 27th July 2012 · 1 min read
Asia Economics Weekly Political tensions on the rise in Thailand Political tensions have intensified in Thailand due to the government’s efforts to amend the constitution. There is a significant chance that the proposed reforms could trigger a political deadlock... 20th July 2012 · 1 min read
Asia Economics Weekly How is China’s slowdown affecting emerging Asia? Figures released on Friday showed that China’s economy grew by just 7.6% y/y in the second quarter, the weakest pace since the first quarter of 2009. The lead article this week examines the effect of... 13th July 2012 · 1 min read
Asia Economics Weekly The Philippines – on course for investment grade status The Philippines looks increasingly likely to be awarded investment grade status sometime in the next couple of years. A major improvement in the country’s fiscal position and much better macro... 9th July 2012 · 1 min read
Asia Economics Weekly Asian Financial Crisis – 15 years on Monday 2nd July marks the 15-year anniversary of the start of the Asian Financial Crisis. In retrospect, the region weathered the crisis and its aftermath well. However, trend growth has slowed... 29th June 2012 · 1 min read
Asia Economics Weekly What do falling commodity prices mean for Australia? Sharp falls in commodity prices over recent weeks have raised questions over the sustainability of Australia’s mining investment boom. On the plus side, the struggling non-mining parts of the economy... 25th June 2012 · 1 min read
Asia Economics Weekly Bank of Korea likely to change policy stance soon The Bank of Korea (BoK) has become increasingly worried about the outlook for growth, but lingering inflation concerns are dissuading the central bank from loosening policy. We expect inflation to... 11th June 2012 · 1 min read
Asia Economics Weekly Asia’s manufacturers struggling amid global slowdown The latest Purchasing Manager Indices suggest that Asia’s manufacturers are feeling the effects of turmoil in Europe and a slowdown in China. With the data also indicating that inflationary pressures... 4th June 2012 · 1 min read
