Japan Data Response Business Outlook Survey (Q2) Today's Business Outlook Survey points to a sharp drop in output this quarter, but firms still expect demand to recover in the second half of the year. 11th June 2014 · 1 min read
Bank of Japan Watch “Third arrow” may trigger additional monetary stimulus The Bank of Japan will likely leave policy settings unchanged at the meeting that concludes on Friday (13 th June). We continue to expect more easing in October as it becomes clear that inflation... 10th June 2014 · 1 min read
Emerging Europe Economics Update More to Turkey’s rebalancing than meets the eye Turkish Q1 GDP data due tomorrow are likely toreinforce optimism in the markets that the economyis undergoing a smooth rebalancing, with netexports taking over from domestic demand as themain driver... 9th June 2014 · 1 min read
Japan Data Response Economy Watchers Survey & Consumer Confidence (May) The improvements in consumer confidence and the Economy Watchers Survey last month add to the evidence that the slump after the consumption tax hike is unlikely to last long. 9th June 2014 · 1 min read
Asia Economics Update Can the junta save the Thai economy? Since assuming power, the army has made spurring the flagging Thai economy one of its top priorities. Public spending should receive a boost, but private sector expenditure is likely to remain subdued... 5th June 2014 · 1 min read
Latin America Economics Focus Brazil Election Watch: No evidence of a pre-election giveaway… yet The latest data do not contain much evidence of a pre-election giveaway in Brazil but President Rousseff’s slide in the opinion polls since the start of the year, coupled with a stagnant economy and a... 3rd June 2014 · 1 min read
Japan Data Response Capital Expenditure (Q1) The Ministry of Finance's survey on corporate finances confirmed that the recovery in business investment continued last quarter. 2nd June 2014 · 1 min read
Asia Economics Weekly South East Asia losing its shine The slowdown in GDP growth in South East Asia in recent quarters represents something of a fall from grace for the region, which until recently was a rare bright spot in the global economy. With the... 2nd June 2014 · 1 min read
Asia Chart Pack Political risk back on the agenda Political developments have once again taken centre stage over the past month. Most attention has focused on Thailand, where the army has staged a military coup. This may help to reduce uncertainty in... 29th May 2014 · 1 min read
Europe Economics Update Weak euro-zone recovery will sustain populist anger Although populist parties will remain a minority at the European Parliament, the euro-zone’s weak recovery will sustain support for these parties, undermining national reform efforts across the region... 27th May 2014 · 1 min read
Latin America Economics Update Colombia election: Zuluaga leads Santos into a run-off A victory for either Oscar Zuluaga or Juan Manuel Santos in the second round of Colombia’s presidential election next month is unlikely to cause a stir in the markets. But with neither candidate... 27th May 2014 · 1 min read
Japan Data Response Small Business Confidence (May) The rebound in small business confidence in May adds to the evidence that the economy should recover quickly from any weakness after the consumption tax hike. 27th May 2014 · 1 min read
Asia Economics Update Thailand's political crisis won't hurt the rest of the region Thailand's protracted political crisis has damaged the domestic economy, but there are few signs of contagion to the rest of the region. Some of its neighbours may even stand to benefit. 26th May 2014 · 1 min read
Asia Economics Focus Will urbanisation continue to drive growth in Asia? Urbanisation has been an important growth driver for Asian economies over the past few decades. With the proportion of the population living in urban areas still below 50% in many Asian countries... 26th May 2014 · 1 min read
Japan Economics Focus Is “Abenomics” working? Japan’s economic recovery should be able to weather last month’s consumption tax hike, helped by improvements in investment and in net exports. But the bigger picture is that years of fiscal... 23rd May 2014 · 1 min read
Emerging Europe Chart Pack Ukraine crisis pushes Russia towards recession The raft of Q1 GDP data released this month showed a growing divergence in the region. The crisis in Ukraine and threat of Western sanctions took a heavy toll on the Russian economy, which seems to be... 23rd May 2014 · 1 min read
