Asia Economics Weekly Falling inflation will provide a welcome boost Inflation appears to have peaked in most of emerging Asia, opening the door for rate cuts across much of the region next year. In this week’s key events, policy rate decisions from Sri Lanka... 11th October 2011 · 1 min read
Asia Economics Weekly Rapid credit growth in Asia is a concern Private sector credit growth across emerging Asia has accelerated sharply since the economic recovery began in mid-2009. With domestic private sector credit as a share of GDP in emerging Asia at an... 4th October 2011 · 1 min read
Asia Economics Weekly What lies ahead for Asia’s currencies? Asia’s currencies have fallen sharply against the US dollar this month and we expect the downward pressure to continue in the near term. However, once the global financial situation starts to... 27th September 2011 · 1 min read
Asia Economics Weekly Asia's coming struggle with capital inflows Asian markets would of course be vulnerable to a retreat of global capital if the debt crises in Europe and the US intensified. But any reversal of flows will be temporary. Dealing effectively with... 20th September 2011 · 1 min read
Asia Economics Weekly Why India will not follow Brazil in cutting rates Given the sharp deterioration in the global economic outlook in the past couple of months, the Reserve Bank of India (RBI) will give serious consideration to downside risks to growth when it meets on... 13th September 2011 · 1 min read
Asia Economics Weekly Australia’s cash rate more likely to rise than fall While the Reserve Bank of Australia (RBA) is widely expected to leave its cash rate at 4.75% on Tuesday, the swap market suggests that the cash rate will be aggressively cut over the next 12 months... 6th September 2011 · 1 min read
Asia Economics Weekly India's growth to regain traction by year-end India’s Q2 GDP data will be released on Tuesday and are likely to show that growth slowed. We forecast growth of 7.5% y/y in Q2, down from 7.8% in Q1. Monthly output data suggest that the slowdown... 30th August 2011 · 1 min read
Asia Economics Weekly Thailand's central bank faces a policy dilemma The Bank of Thailand announces its latest interest rate decision on Wednesday. Policymaking has been complicated by global worries intensifying at a time when local fiscal policy looks set to be... 23rd August 2011 · 1 min read
Asia Economics Weekly Asia would benefit from a further fall in oil prices Oil prices have slipped back on fears that the world economy may be heading for another downturn. What’s more, our in-house view is that oil prices have further to fall. The impact in emerging Asia of... 16th August 2011 · 1 min read
Asia Economics Weekly Asia’s rollercoaster ride to continue Share prices in Emerging Asia registered losses as worries over the global outlook intensified. However, equities in Emerging Asia fell by less than in other parts of the world. This makes sense given... 8th August 2011 · 1 min read
Asia Economics Weekly What would a US default mean for Asia? Policymakers across the region are rightly concerned about the potential consequences of a debt crisis in the US. We believe that the impact on Emerging Asia’s economies of a one or two notch... 2nd August 2011 · 1 min read
Asia Economics Weekly Interest rates to rise in the Philippines The Philippines’ central bank (BSP) will announce its latest policy decision on Thursday. As with elsewhere in the region, the BSP faces a dilemma as it looks to keep inflationary pressures under... 26th July 2011 · 1 min read
Asia Economics Weekly Asia’s currency appreciation likely to slow Emerging Asia’s currencies have strengthened against the US dollar so far this year in large part because local policymakers have allowed appreciation to combat inflation. However, with inflation set... 19th July 2011 · 1 min read
Asia Economics Weekly Singapore’s growth to improve later this year Singapore’s latest GDP figures will be released on Thursday and are likely to show that the economy contracted in the second quarter. However, this should be seen in the context of strong growth... 12th July 2011 · 1 min read
Asia Economics Weekly Manufacturing growth to slow, but not sharply Manufacturing output across Emerging Asia is likely to grow at a sluggish pace in the near term given the weakness in global demand. However, output and orders continue to rise in most countries in... 5th July 2011 · 1 min read
