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Emerging Markets Economics > Emerging Markets Economic Outlook — In the footsteps of the Fed?Emerging Asia Economics > Emerging Asia Data Response — Manufacturing PMIs (Mar.)Emerging Asia Economics > Emerging Asia Markets Monitor — Currencies and equity markets drop backIndia Economics > India Watch — Why aren’t banks lending more?Emerging Markets Economics > Emerging Markets Inflation Monitor — BRICs drive pick-up in EM inflationEmerging Asia Economics > Emerging Asia Economics Update — Is a weak rupiah a threat to Indonesia?Emerging Markets Economics > Emerging Markets Economics Focus — Shifting sands: why the outlook for the BRICs is starting to divergeEmerging Asia Economics > Emerging Asia Economics Weekly — Deflation of Thailand’s credit bubble has further to runIndia Economics > India Economics Focus — Is Mr Modi delivering on promises of reform?Global Markets > Emerging Markets Capital Flows Monitor — Investors regain their appetite for EM assets
Emerging Asia Economics > Emerging Asia Data Response — Vietnam GDP (Q1)Emerging Markets Economics > Emerging Markets Activity Monitor — EM growth stuck at post-crisis lowEmerging Asia Economics > Emerging Asia Economics Update — Currency strength one reason Asian rates will stay low, for nowEmerging Asia Economics > Emerging Asia Chart Book — Exports take a turn for the worseIndia Economics > India Chart Book — Policymakers aiming to support cyclical reboundEmerging Asia Economics > Emerging Asia Economics Weekly — Taiwan is unlikely to join Asia's rate-cutting cycleIndustrial Metals > Industrial Metals Data Response — Global Steel Production (Feb.)Emerging Markets Economics > Emerging Markets Economics Update — Currency weakness concentrated in low-saving EMsIndia Economics > India Markets Monitor — Fed policy unlikely to have major impact on rupeeEmerging Markets Economics > Emerging Markets Economics Chart Book — Post-FOMC relief proves short-lived
Emerging Asia Economics > Emerging Asia Economics Update — Asia does not need to follow the Fed's leadIndia Economics > India Economics Update — Remittance inflows set to remain strongEmerging Markets Economics > Emerging Markets Economics Update — How worried should we be about the strong dollar?Emerging Asia Economics > Emerging Asia Economics Update — Indonesia leaves rates on hold, but further loosening likely soonIndia Economics > India Data Response — Wholesale Prices (Feb.)Emerging Asia Economics > Emerging Asia Economics Weekly — Rupiah weakness is unlikely to revive Indonesia’s economyIndia Economics > India Data Response — Consumer Prices (Feb.) & Industrial Production (Jan.)Emerging Asia Economics > Emerging Asia Economics Update — Credit growth needs to slow furtherEmerging Markets Economics > Emerging Markets Trade Monitor — EM export downturn deepensEmerging Asia Economics > Emerging Asia Economics Update — Korea's rate cut likely marks end of cutting cycle
Global Markets > Emerging Markets Markets Chart Book — Fragile EM currencies set for further weaknessEmerging Asia Economics > Emerging Asia Economics Update — Thailand's rate cut likely to be a one-offEmerging Markets Economics > Emerging Markets Economics Update — Assessing the fallout from the EM currency slumpIndia Economics > India Data Response — Current Account (Q4)India Economics > India Economics Update — What should we look at if we don’t trust the GDP data?Emerging Markets Economics > Emerging Markets Economics Update — Fragile five whittled down to threeIndia Economics > India Inflation Monitor — Can the RBI meet its new inflation targets?Emerging Asia Economics > Emerging Asia Economics Weekly — What would a property price collapse mean for Taiwan?Emerging Markets Economics > Emerging Markets Financial Risk Monitor — Venezuela in crisis, but EM risks generally lowIndustrial Metals > Industrial Metals Update — Tin prices to rise even without an Indonesian export ban
Emerging Asia Economics > Emerging Asia Data Response — Philippines CPI (Feb.)Emerging Asia Economics > Emerging Asia Economics Update — Malaysia unlikely to join the rate-cutting clubGlobal Markets > Global Markets Update — What next for India’s financial markets?Emerging Markets Economics > Emerging Markets Economics Update — EM manufacturing activity steady, but sluggishIndia Economics > India Economics Update — Governor Rajan makes case for loosening to continueIndia Economics > India Economics Update — Government’s capital spending plans face hurdlesIndia Economics > India Economics Update — New monetary framework a positive, but doesn’t alter big pictureEmerging Asia Economics > Emerging Asia Data Response — Manufacturing recovery continuesAgricultural Commodities > Agricultural Commodities Update — Faster sales of Thailand’s rice stocks should pull down pricesGlobal Markets > Emerging Markets Valuation Monitor — Time for EM equities to shine?
Emerging Asia Economics > Emerging Asia Economics Weekly — Where next for Indonesia’s current account?Industrial Metals > Industrial Metals Update — Bauxite shortfall to support alumina pricesEmerging Asia Economics > Emerging Asia Markets Monitor — Asian equity markets continue good runEmerging Markets Economics > Emerging Markets Inflation Monitor — Falling energy prices push many EMs into deflationIndia Economics > India Watch — Slim hopes for land reformEmerging Markets Economics > Emerging Markets Activity Monitor — EM slowdown continuesEmerging Asia Economics > Emerging Asia Economics Update — Tight labour market in Taiwan providing boost to consumptionGlobal Markets > Emerging Markets Capital Flows Monitor — Investors shrug off risks from GreeceEmerging Asia Economics > Emerging Asia Chart Book — Time to worry about deflation?India Economics > India Economics Update — What to look for in the upcoming budget
Emerging Asia Economics > Emerging Asia Data Response — Vietnam CPI (Feb.)Emerging Markets Economics > Emerging Markets Economics Update — “Grexit” and what it might mean for EMsEmerging Markets Economics > Emerging Markets Economics Chart Book — Regional inflation heading in opposite directionsIndia Economics > India Chart Book — Economy is not out of the woods yetEmerging Asia Economics > Emerging Asia Economics Weekly — No sign of improvement in Asian growthIndia Economics > India Markets Monitor — Rupee continues to outperformEmerging Markets Economics > Emerging Markets Economics Update — Private debt in EMs: big risk or damp squib?Emerging Asia Economics > Emerging Asia Economics Update — Aggressive rate cuts unlikely in IndonesiaEmerging Asia Economics > Emerging Asia Economics Update — Household debt concerns to keep Korean rates on holdEmerging Asia Economics > Emerging Asia Data Response — Singapore GDP (Q4 Revised)
Global Markets > Global Markets Update — Has investors’ appetite for EM government bonds waned?Emerging Asia Economics > Emerging Asia Data Response — Thailand GDP (Q4)Emerging Asia Economics > Emerging Asia Economics Weekly — Korea’s housing market recovery to continueIndia Economics > India Data Response — Consumer Prices (Jan.) & Industrial Production (Dec.)Global Markets > Emerging Markets Markets Chart Book — What’s behind the EMBI Global spread?Emerging Markets Economics > Emerging Markets Trade Monitor — Split in EM export performance is wideningEmerging Asia Economics > Emerging Asia Economics Update — Philippines unlikely to join Asian rate cutting cycleEmerging Asia Economics > Emerging Asia Data Response — Malaysia GDP (Q4)Emerging Markets Economics > Emerging Markets Economics Update — Which EMs are most at risk from dollar strength?India Economics > India Inflation Monitor — Rebased CPI data won’t change the big picture
India Economics > India Data Response — GDP (Q4)Emerging Asia Economics > Emerging Asia Economics Weekly — Will more of Asia's central banks join the loosening cycle?Industrial Metals > Industrial Metals Update — Shifting dynamics in the tin tradeEmerging Asia Economics > Emerging Asia Data Response — Indonesia GDP (Q4)Emerging Markets Economics > Emerging Markets Economics Update — Risks skewed towards unexpected rate cuts – for now…Emerging Markets Economics > Emerging Markets Economics Update — EM manufacturing weakness concentrated in the BRICsIndia Economics > India Economics Update — RBI’s rate pause likely to prove short-livedEmerging Asia Economics > Emerging Asia Economics Update — Rate cut in Australia won't be the lastIndia Economics > India Economics Update — Taking stock of the GDP revisionsEmerging Asia Economics > Emerging Asia Data Response — Manufacturing PMIs (Jan.)
India Economics > India Economics Update — GDP revisions raise more questions than answersEmerging Asia Economics > Emerging Asia Markets Monitor — Asian equity markets make winning start to 2015Emerging Markets Economics > Emerging Markets Activity Monitor — BRICs remain the EM weak spotIndia Economics > India Watch — All eyes on the union budgetEmerging Asia Economics > Emerging Asia Economics Weekly — Reasons to be optimistic about Korea’s economy in 2015Emerging Asia Economics > Emerging Asia Data Response — Taiwan GDP (Q4)Emerging Markets Economics > Emerging Markets Economics Update — How exposed are EMs to contagion from Greece?Emerging Asia Economics > Emerging Asia Chart Book — Interest rate cuts to be exception rather than ruleIndia Economics > India Economics Update — Rupee strength supports case for policy looseningGlobal Economics > Global Economics Update — More to cheer than fear from “currency wars”
Emerging Asia Economics > Emerging Asia Data Response — Philippines GDP (Q4)Emerging Asia Economics > Emerging Asia Economics Update — New Zealand's central bank takes a more neutral stanceGlobal Markets > Emerging Markets Valuation Monitor — Will the surge in the EMBI+ spread be reversed?Emerging Asia Economics > Emerging Asia Economics Update — Malaysia’s rate pause to continue through 2015Emerging Asia Economics > Emerging Asia Economics Update — Falling inflation not enough to trigger Thai rate cutEmerging Markets Economics > Emerging Markets Economics Focus — What do lower oil prices mean for the emerging world?Emerging Asia Economics > Emerging Asia Economics Update — Jokowi’s first 100 days: a promising startEmerging Asia Economics > Emerging Asia Economics Update — Singapore moves early to counter deflation concernsIndia Economics > RBI Watch — Will Governor Rajan follow up on early rate cut?Emerging Markets Economics > Emerging Markets Inflation Monitor — Divergence in EM inflation to widen further in 2015
Emerging Asia Economics > Emerging Asia Economics Update — Pakistan's rate cut likely to be the last for some timeEmerging Asia Economics > Emerging Asia Economics Weekly — Does Singapore’s currency regime still suit its needs?Emerging Markets Economics > Emerging Markets Economics Update — Emerging Market Consumer Snapshot (Q1 2015)Emerging Asia Economics > Emerging Asia Data Response — Korea GDP (Q4 Preliminary)Emerging Markets Economics > Emerging Markets Economics Update — ECB QE and what it means for emerging marketsIndia Economics > India Chart Book — Further rate cuts are on the wayGlobal Economics > Global Economic Outlook — Oiling the wheelsGlobal Markets > Emerging Markets Capital Flows Monitor — Investors’ enthusiasm for EM assets should returnEmerging Asia Economics > Emerging Asia Economics Update — New Zealand rate hikes looking more and more distantEmerging Asia Economics > Emerging Asia Economics Update — Malaysia’s new fiscal and growth targets are achievable
India Economics > India Markets Monitor — Markets buoyed by RBI’s early rate cutIndia Economics > India Economics Update — How are economic reforms progressing?Global Markets > Developed Markets Valuation Monitor — Swiss franc most overvalued DM currency after surge?Emerging Markets Economics > Emerging Markets Economics Chart Book — EM central banks shift to easing modeEmerging Asia Economics > Emerging Asia Economics Weekly — Will falling oil prices push Emerging Asia into deflation?India Economics > India Data Response — Trade (Dec.)Emerging Markets Economics > Emerging Markets Trade Monitor — Oil exporters feel the squeezeIndia Economics > India Economics Update — More loosening to follow RBI’s early rate cutEmerging Asia Economics > Emerging Asia Economics Update — Korea's policy rate hold to continueEmerging Markets Economics > Emerging Markets Economics Update — How and where we differ from the consensus
Emerging Asia Economics > Emerging Asia Economic Outlook — Lower oil prices to support growthIndia Economics > India Data Response — Wholesale Prices (Dec.)Global Markets > Emerging Markets Markets Chart Book — What next for the Chinese renminbi?Emerging Markets Economics > Emerging Markets Economic Outlook — The Good, the Bad and the Ugly: EMs in an era of low oil pricesEmerging Asia Economics > Emerging Asia Economics Weekly — What would a Grexit mean for Asia?Emerging Asia Economics > Emerging Asia Economics Update — Change in Sri Lankan leadership brings uncertaintyIndia Economics > India Inflation Monitor — Pick-up in inflation unlikely to worry RBIIndia Economics > India Watch — Cause for optimism in 2015Emerging Asia Economics > Emerging Asia Economics Update — GST will add to headwinds, but won't derail Malaysia's economyEmerging Markets Economics > Emerging Markets Economics Update — EM manufacturing activity still subdued
Emerging Asia Economics > Emerging Asia Data Response — Manufacturing PMIs (Dec.)Emerging Asia Economics > Emerging Asia Chart Book — Sri Lanka faces tight election contestGlobal Markets > Emerging Markets Valuation Monitor — Oil price collapse lowers Russian ruble’s fair valueGlobal Economics > Global Economics Update — A selection of key calls for 2015 and beyondGlobal Markets > Emerging Markets Capital Flows Monitor — Oil price slide prompts withdrawal from emerging marketsCommodities Overview > Commodities Update — Who is most exposed to the debts of oil majors?Emerging Asia Economics > Emerging Asia Economics Weekly — What to expect in Asia in 2015Emerging Markets Economics > Emerging Markets Inflation Monitor — Oil price falls won’t let high inflation EMs off the hookIndia Economics > India Chart Book — Reasons for optimism as 2014 endsEmerging Markets Economics > Emerging Markets Economics Update — How will sustained low oil prices affect EM currencies?