Asia Economics Weekly What's driving the surge in India's exports? The strength of the recent surge in India’s exports is partly a result of the rise in prices of commodities, and particularly metals. As such, we expect export growth to moderate in the coming months... 28th June 2011 · 1 min read
Asia Economics Weekly Singapore's economy set for a soft landing Singapore’s small, open economy is susceptible to weakening global conditions, but we believe that growth will prove to be resilient this year. Strengthening domestic demand and intraregional links... 21st June 2011 · 1 min read
Asia Economics Weekly Singapore's economy set for a soft landing Singapore’s small, open economy is susceptible to weakening global conditions, but we believe that growth will prove to be resilient this year. Strengthening domestic demand and intraregional links... 21st June 2011 · 1 min read
Asia Economics Weekly End of Korea's tightening cycle in sight The Bank of Korea's decision to raise its policy rate by 25bp to 3.25% on Friday surprised the consensus which had expected no change but was in line with our view. We expect another hike in Q3 and... 14th June 2011 · 1 min read
Asia Economics Weekly Bank Indonesia to bide its time, but not for long We have changed our forecast that Bank Indonesia (BI) will raise its policy rate on Thursday and now believe that the reference rate will be held at 6.75%. This is because headline inflation continues... 6th June 2011 · 1 min read
Asia Economics Weekly Australia set for above-trend growth Australia’s Q1 GDP data will be released on Wednesday and are likely to show that the economy contracted in early 2011. However, the weakness was mainly down to local floods and Cyclone Yasi. Growth... 30th May 2011 · 1 min read
Asia Economics Weekly Inflation still uncomfortably high in Asia April price data show that inflation is highest (and is still rising) in Vietnam while it is lowest in Taiwan. Looking ahead, global commodity prices are likely to put downward pressure on headline... 23rd May 2011 · 1 min read
Asia Economics Weekly Vietnam needs to remain in tightening mode Policymakers in Vietnam have been busy so far this year tackling the risk of the economy overheating. Nonetheless, policy settings were left too loose for too long and recent data show that broad... 16th May 2011 · 1 min read
Asia Economics Weekly Bank of Korea set to tighten again We expect Korea’s central bank to raise its base rate by 25bp to 3.25% on Friday. This is also the consensus view. GDP growth was strong at the start of the year while core inflation, which excludes... 9th May 2011 · 1 min read
Asia Economics Weekly India to continue policy tightening We expect the Reserve Bank of India to raise the repo rate by another 25bp to 7.0% on Tuesday. Recent data show that inflation has picked up again. Moreover, there are growing signs of demand-pull... 2nd May 2011 · 1 min read
Asia Economics Weekly Asia's central banks need to continue tightening policy Growing uncertainty about global growth is prompting some policymakers in the region to adopt a “wait and see” approach. However, we think that most of these concerns will soon dissipate. The key... 25th April 2011 · 1 min read
Asia Economics Weekly Bank of Thailand set to hike again The Bank of Thailand (BoT) announces its policy rate decision on Wednesday and we expect the repo rate to be raised by 25bp for the fourth meeting in a row, to 2.75%. Prospects for domestic demand... 18th April 2011 · 1 min read
Asia Economics Weekly Singapore set for more policy tightening Singapore’s GDP growth probably remained strong in Q1, keeping overheating as the main policy concern. With headline inflation remaining well above the central bank’s 3-4% target range, and wages... 11th April 2011 · 1 min read
Asia Economics Weekly Reserve Bank of Australia's pause to continue in April The Reserve Bank of Australia (RBA) is likely to keep its cash rate on hold at 4.75% on Tuesday. Natural disasters, both local and overseas, have created an element of uncertainty and will probably... 4th April 2011 · 1 min read
Asia Economics Weekly India and Indonesia central banks will continue to hike Mostcentral banks across the region will continue tightening policy settings thisyear, although the pace of policy normalisation will vary between countries. Wecompare the policy outlook for the... 28th March 2011 · 1 min read
Asia Economics Weekly How will the disaster in Japan affect the region? There is no doubt that Japan has suffered a human tragedy, and we extend our deepest sympathies to those affected. The resulting economic impact on the rest of Asia-Pacific will be varied across... 21st March 2011 · 1 min read
