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Emerging Asia

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Emerging Asia Economics > Emerging Asia Economics Focus — The Asian consumer growth story is far from overIndia Economics > India Inflation Monitor — Falling commodity prices to keep inflation subduedEmerging Asia Economics > Emerging Asia Economics Weekly — How big a threat is the weak yen to Korea?India Economics > India Watch — Moment of truth for reformEmerging Markets Economics > Emerging Markets Economics Update — Emerging Market Consumer Snapshot (Q4 2014)Emerging Asia Economics > Emerging Asia Economics Update — Malaysia’s policy rate to stay on hold until mid-2015Emerging Asia Economics > Emerging Asia Data Response — Australia Employment (Oct.)India Economics > India Economics Focus — How bright are India’s growth prospects?Emerging Asia Economics > Emerging Asia Economics Update — Thailand's monetary policy to stay accommodativeEmerging Asia Economics > Emerging Asia Data Response — Indonesia GDP (Q3)
Emerging Markets Economics > Emerging Markets Economics Update — Export-oriented manufacturers faring wellEmerging Asia Economics > Emerging Asia Economics Update — Australia's first rate hike further off than most expectEmerging Asia Economics > Emerging Asia Economics Update — PMIs weaken in most of AsiaGlobal Markets > Capital Markets Analyst — Bubble in US Treasuries should deflate soonEmerging Asia Economics > Emerging Asia Economics Weekly — How much slack is left in the NIEs?Emerging Asia Economics > Emerging Asia Markets Monitor — Minimal impact from the end of QE3Emerging Asia Economics > Emerging Asia Economics Update — Growth in Taiwan to remain solid if unspectacularEmerging Markets Economics > Emerging Markets Activity Monitor — EM growth sinks further on BRICs weaknessEmerging Asia Economics > Emerging Asia Economics Update — New Zealand's next rate hike looking more distantEmerging Markets Economics > Emerging Markets Economics Update — The end of QE and what it means for emerging markets
Global Markets > Emerging Markets Valuation Monitor — Low valuations should help to support EM equitiesEmerging Asia Economics > Emerging Asia Chart Book — No sign of improvementEmerging Asia Economics > Emerging Asia Economics Weekly — Falling commodity prices to keep Asian inflation lowEmerging Markets Economics > Emerging Markets Economics Update — US recovery not helping all EMsEmerging Asia Economics > Emerging Asia Economics Update — Korean recovery to continueEmerging Markets Economics > Emerging Markets Inflation Monitor — Low EM inflation set to persistEmerging Asia Economics > Emerging Asia Economics Update — Rates on hold in the Philippines, but further hikes likelyEmerging Markets Economics > Emerging Markets Economics Update — Cheaper commodities to allow rates to stay lower for longerThis article appears in multiple services — Why fuel subsidy reform matters for India and IndonesiaEmerging Asia Economics > Emerging Asia Economics Weekly — Indonesia’s new president has his work cut out
Emerging Markets Economics > Emerging Markets Economics Update — The winners and losers from lower oil pricesGlobal Economics > Global Economic Outlook — Euro-zone holding back recovery (again)Emerging Asia Economics > Emerging Asia Economics Update — Today’s cut should mark the end of the loosening cycle in KoreaEmerging Markets Economics > Emerging Markets Trade Monitor — EMs struggle to follow China’s leadEmerging Asia Economics > Emerging Asia Economics Update — Singapore's economy should pick up after soft patchThis article appears in multiple services — Dramatic fall in Indian inflation boosts calls for rate cutsEmerging Asia Economics > Emerging Asia Economics Update — Malaysia's budget keeps it on fiscal consolidation pathEnergy > Energy Watch — Rising Indian demand not enough to boost coal pricesEmerging Asia Economics > Emerging Asia Economics Weekly — How our forecasts differ from consensus and the IMFEmerging Markets Economics > Emerging Markets Economics Chart Book — EM industry still struggling
Emerging Asia Economics > Emerging Asia Economics Update — Australia's weak labour market to weigh on consumer spendingEmerging Markets Economics > Emerging Markets Economics Focus — Why slower growth is the "new normal" for emerging marketsEmerging Asia Economics > Emerging Asia Economic Outlook — Steady, if unspectacular, growth aheadEmerging Asia Economics > Emerging Asia Economics Update — Rates in Indonesia to remain on hold for a while yetEmerging Asia Economics > Emerging Asia Economics Update — Interest rates in Australia to remain lowEmerging Markets Economics > Emerging Markets Economics Update — BRIC economies the main drag on EM manufacturingEmerging Asia Economics > Emerging Asia Economics Weekly — What next for monetary policy in Singapore?Emerging Markets Economics > Emerging Markets Economic Outlook — Investors face up to “new norm” for EM growthEmerging Asia Economics > Emerging Asia Economics Update — Manufacturing recovery losing momentumGlobal Markets > Emerging Markets Capital Flows Monitor — Is foreigners’ appetite waning?
This article appears in multiple services — RBI holds rates, but cuts could soon come onto the agendaEmerging Asia Economics > Emerging Asia Markets Monitor — Aussie and Kiwi dollars lead Asia’s currency sell-offEmerging Markets Economics > Emerging Markets Activity Monitor — GDP Trackers suggest EM growth slowing once againEmerging Asia Economics > Emerging Asia Economics Weekly — Which countries stand to gain most from lower oil prices?Emerging Markets Economics > Emerging Markets Financial Risk Monitor — Risks linger in parts of the EM worldEmerging Asia Economics > Emerging Asia Economics Update — Financial sector woes will continue to weigh on VietnamEmerging Markets Economics > Emerging Markets Economics Update — Prospects for EM currencies differ despite broad sell-offEmerging Asia Economics > Emerging Asia Economics Update — Malaysia's fiscal consolidation to continue, drag manageableEmerging Asia Economics > Emerging Asia Chart Book — What is behind the recent currency weakness?Emerging Markets Economics > Emerging Markets Inflation Monitor — Falling commodity prices to help keep EM inflation subdued
Emerging Asia Economics > Emerging Asia Economics Update — Sri Lankan rates outlook dependent on credit growth dynamicsEmerging Markets Economics > Emerging Markets Economics Update — Lower oil prices are a problem for Lat Am, not the GulfCommodities Overview > Commodities Update — Can Indonesia dictate global tin prices?Emerging Asia Economics > Emerging Asia Economics Weekly — Credit growth in Emerging Asia still unsustainableEmerging Asia Economics > Emerging Asia Economics Update — Rate pause in Malaysia likely to prove short-livedEmerging Markets Economics > Emerging Markets Economics Update — Rising US Treasury yields would not slow EM growthEmerging Asia Economics > Emerging Asia Economics Update — New Zealand growth should stay above trendEmerging Markets Economics > Emerging Markets Economics Update — Towards a more nuanced view on EM ratesEmerging Asia Economics > Emerging Asia Economics Update — Thailand rates to stay low to support recoveryEmerging Markets Economics > Emerging Markets Economics Chart Book — EM currencies suffer further loses
Emerging Asia Economics > Emerging Asia Economics Update — Sri Lanka to remain one of Asia's star performersEmerging Asia Economics > Emerging Asia Economics Update — Is China eating Asia’s lunch?Emerging Asia Economics > Emerging Asia Economics Update — Weak Indian data bolster calls to cut rates soonEmerging Asia Economics > Emerging Asia Economics Weekly — Strong jobs figure does not alter the picture for AustraliaEmerging Markets Economics > Emerging Markets Economics Update — Recent EM currency falls partly a result of euro weaknessEmerging Asia Economics > Emerging Asia Economics Update — Bank of Korea set to raise rates next yearEmerging Markets Economics > Emerging Markets Economics Focus — How important is urbanisation for long-run growth?Emerging Asia Economics > Emerging Asia Economics Update — Indonesian rates to remain high despite falling inflationEmerging Asia Economics > Emerging Asia Economics Update — Further tightening likely in the PhilippinesGlobal Markets > Emerging Markets Markets Chart Book — Emerging market equities stand out from the pack
Emerging Asia Economics > Emerging Asia Economics Update — New Zealand rate pause unlikely to last for longEmerging Asia Economics > Emerging Asia Economics Update — Thailand's recovery will be gradualEmerging Markets Economics > Emerging Markets Trade Monitor — EM exports pick up, but commodity producers lag behindEmerging Markets Economics > Emerging Markets Economics Update — Fed tightening and EM vulnerabilities: a stock-takeEmerging Asia Economics > Emerging Asia Economics Weekly — Property price bubbles a key riskEmerging Markets Economics > Emerging Markets Economics Update — Export-focused EM manufacturers are outperformingCommodities Overview > Commodities Update — A renewed surge in nickel prices likely in 2015Emerging Asia Economics > Emerging Asia Economics Update — Australia's economy set for a period of sub-trend growthCommodities Overview > Commodities Update — Thai rice prices likely to come off the boilEmerging Asia Economics > Emerging Asia Economics Update — Australian rates to stay low for longer than generally thought
Emerging Asia Economics > Emerging Asia Economics Update — Manufacturing recovery intact, but headwinds persistEmerging Asia Economics > Emerging Asia Economics Weekly — Asian growth could finally be set for a pick-upThis article appears in multiple services — Indian Q2 GDP likely to be as good as it gets for some timeGlobal Markets > Emerging Markets Valuation Monitor — EM equity valuations still look favourableEmerging Markets Economics > Emerging Markets Activity Monitor — Pick-up in Asia masks downturn in Lat. Am. and EuropeEmerging Asia Economics > Emerging Asia Markets Monitor — Asian financial markets higher, but political risks weigh on PakistanEmerging Asia Economics > Emerging Asia Economics Update — Growth in the Philippines to accelerate furtherEmerging Markets Economics > Emerging Markets Inflation Monitor — Latin America inflation woes deepenEmerging Asia Economics > Emerging Asia Chart Book — Export recovery continues to stutterEmerging Asia Economics > Emerging Asia Economics Weekly — Mr Modi’s "first 100 days" prove underwhelming
Global Markets > Emerging Markets Capital Flows Monitor — Foreign appetite for EM assets continues to growEmerging Asia Economics > Emerging Asia Economics Update — Emerging Asia has less to fear from Fed tighteningEmerging Markets Economics > Emerging Markets Economics Chart Book — Emerging Asia pulls aheadEmerging Markets Economics > Emerging Markets Economics Update — An anatomy of the EM slowdownEmerging Asia Economics > Emerging Asia Economics Update — Thailand’s economic recovery will take timeEmerging Asia Economics > Emerging Asia Economics Weekly — Asian inflation likely to stay subduedEmerging Asia Economics > Emerging Asia Economics Update — Strong Malaysian economy can withstand more rate hikesEmerging Asia Economics > Emerging Asia Economics Update — Further rate cuts in Korea unlikelyEmerging Asia Economics > Emerging Asia Economics Update — Indian data leaves RBI in a bindEmerging Markets Economics > Emerging Markets Trade Monitor — EM exports strengthen on Asia rebound
Emerging Asia Economics > Emerging Asia Economics Weekly — Does Korea need lower interest rates?Emerging Asia Economics > Emerging Asia Economics Update — What will Fed rate hikes mean for Asia?Emerging Markets Economics > Emerging Markets Economics Update — Emerging Market Consumer Snapshot (Q3 2014)Emerging Asia Economics > Emerging Asia Economics Update — Thailand to keep rates on hold until 2015Emerging Asia Economics > Emerging Asia Economics Update — Indian rates could be cut sooner than expectedEmerging Asia Economics > Emerging Asia Economics Update — Weak Indonesian growth a challenge for new presidentEmerging Asia Economics > Emerging Asia Economics Update — Australian rates to stay on hold for some time yetEmerging Markets Economics > Emerging Markets Economics Update — Asia drives rebound in EM manufacturingEmerging Asia Economics > Emerging Asia Economics Weekly — Consumer spending in Emerging Asia set for recoveryEmerging Asia Economics > Emerging Asia Economics Update — July PMIs point to strengthening recovery
Emerging Markets Economics > Emerging Markets Activity Monitor — China rebound leaves other BRICs lagging behindEmerging Asia Economics > Emerging Asia Economics Update — Further tightening likely in the PhilippinesEmerging Asia Economics > Emerging Asia Markets Monitor — Indonesia's financial markets recover on the back of election resultsEmerging Asia Economics > Emerging Asia Economics Update — Growth in Taiwan to remain healthyEmerging Asia Economics > Emerging Asia Chart Book — Property price worries prompt rate hikesGlobal Markets > Emerging Markets Valuation Monitor — Are EM credit spreads about to surge?Emerging Markets Economics > Emerging Markets Economics Update — EM demographic challenge not the disaster that many expectEmerging Asia Economics > Emerging Asia Economics Weekly — Fuel subsidy reform an early test for Indonesia’s JokowiEmerging Markets Economics > Emerging Markets Inflation Monitor — Fall in agricultural prices to help keep EM inflation mutedEmerging Asia Economics > Emerging Asia Economics Update — Korean growth to accelerate in H2 on stimulus spending
Emerging Asia Economics > Emerging Asia Economics Update — New Zealand rates to go on pause after latest hikeEmerging Asia Economics > Emerging Asia Economics Update — Korean slowdown unlikely to prompt a rate cutThis article appears in multiple services — What can India's policymakers do to kick-start growth?Emerging Asia Economics > Emerging Asia Economics Update — Election uncertainty in Indonesia to weigh on sentimentEmerging Asia Economics > Emerging Asia Economics Weekly — How much do commodities matter to Malaysia?Emerging Markets Economics > Emerging Markets Economics Chart Book — Signs of stabilisation in the BRIC economiesEmerging Markets Economics > Emerging Markets Economics Update — Rising EM trade surplus a result of weaker growthEmerging Asia Economics > Emerging Asia Economics Update — Slowing Indian inflation brings rate cuts back onto tableEmerging Asia Economics > Emerging Asia Economics Update — Singapore's rebound from weak Q2 will be mutedEmerging Asia Economics > Emerging Asia Economics Weekly — Singapore manufacturing will continue to struggle
Emerging Markets Economics > Emerging Markets Economics Update — Private sector debt remains a concern in some EMsEmerging Markets Economics > Emerging Markets Trade Monitor — EM export growth picks up, but reasons for cautionEmerging Asia Economics > Emerging Asia Economics Update — India's budget hawkish, but lacking detail on reformsEmerging Asia Economics > Emerging Asia Economics Update — More rate hikes in the pipeline for MalaysiaEmerging Asia Economics > Emerging Asia Economics Update — New president should not expect any favours from Bank IndonesiaEmerging Asia Economics > Emerging Asia Economics Update — Bank of Korea in no rush to hike interest ratesEmerging Asia Economics > Emerging Asia Economics Update — What will a Jokowi presidency mean for Indonesia?Emerging Asia Economics > Emerging Asia Economics Update — Thailand is showing signs of post-crisis recoveryEmerging Asia Economics > Emerging Asia Economics Update — A look ahead to Asia’s prospects for 2016