Asia Data Response Taiwan GDP (Q3) Taiwan’s economy returned to growth in Q3, after the Omicron-induced slump in the second quarter, but we expect growth to weaken considerably over the coming quarters as exports struggle and the... 28th October 2022 · 2 mins read
Emerging Markets Economic Outlook Mounting headwinds set stage for sluggish growth EM GDP growth has slowed sharply this year and is likely to remain sluggish in 2023 and 2024 as weak external demand and tight financial conditions take their toll. Having started hiking rates much... 27th October 2022 · 2 mins read
Global Trade Monitor Goods trade set to fall as global recession takes hold There is growing evidence that weakening demand in major economies is taking a toll on world trade. While trade volumes rose in August, early reporting Asian economies revealed a decline in imports in... 26th October 2022 · 4 mins read
Asia Economics Update Vietnam: more hikes likely as dong pressure intensifies Vietnam’s central bank (SBV) hiked its main policy rate by a further 100bp (to 6.0%) yesterday at an unscheduled meeting as it attempted to support the currency. With the dong likely to remain under... 25th October 2022 · 2 mins read
Asia Economic Outlook Slowdown to prompt early end to tightening cycle Economic growth in most countries looks set to slow sharply next year as weaker exports and higher interest rates weigh on activity. With price pressures starting to ease, we expect central banks to... 24th October 2022 · 3 mins read
India Economics Update India’s position in a fracturing global economy Since independence, India has preferred to stay unaligned geopolitically. But in a fracturing global economy, the security and macroeconomic benefits of leaning towards the US – and away from China –... 24th October 2022 · 4 mins read
Asia Economics Weekly Korean consumers facing major headwinds Consumer spending in Korea looks to have held up well recently, but this looks set to change as higher inflation and rising interest rates start to drag on confidence. And with exports set to drop... 21st October 2022 · 7 mins read
Event Asia Drop-In: China’s Congress, more yen weakness, hawkish central banks and more 1666857600 Economists from across our Asia teams were online for this 20-minute briefing on the region’s big investment stories.
Asia Economics Update Bank Indonesia has more work to do Bank Indonesia today raised its main policy rate by 50bp (to 4.75%), and further rate hikes are likely in the near term as the central bank looks to support the currency and clamp down on inflation... 20th October 2022 · 3 mins read
Asia Economics Weekly Spillovers from China’s zero-COVID to last to 2024 China’s strict border controls are holding back the tourism recovery in the rest of the region. With no sign that Beijing is in any hurry to change its zero-COVID policy, it will likely take years for... 14th October 2022 · 6 mins read
Asia Economics Update MAS tightens despite bleak growth outlook The Monetary Authority of Singapore (MAS) tightened policy today, in an attempt to contain elevated price pressures, but with inflation likely to fall in the coming quarters and the economy set to... 14th October 2022 · 3 mins read
Asia Economics Update Korea: tightening cycle nearing an end We are resending this publication due to an error in the previous email. We apologise for any inconvenience caused. The decision by the Bank of Korea to raise its policy rate by a further 50bp (to 3.0... 12th October 2022 · 3 mins read
