Event Asia Drop-In: Chinese economic growth at 2% – Revisiting our 2018 call 25th May 2023, 9:00AM BST Five years ago, we forecast that China’s trend economic growth would be as little as 2% by the end of this decade. At the time, it was a decidedly minority view. But, as featured on the cover of The…
Asia Economics Update Five key questions (and answers) on the Thai election Thailand’s general election has delivered a massive victory for the main opposition parties, but this may not be enough to allow them to form the next government. This Update answers five key... 15th May 2023 · 3 mins read
Asia Data Response Thailand GDP (Q1) GDP figures released earlier today show the economy bounced back strongly in the first quarter of the year. Provided political stability is maintained, the economy is well placed to grow strongly in... 15th May 2023 · 3 mins read
Asia Data Response Malaysia GDP (Q1) The economy expanded in Q1 but failed to completely offset the decline from the previous quarter. Growth is likely to remain weak over the coming quarters as elevated interest rates and weak external... 12th May 2023 · 2 mins read
Asia Data Response Philippines GDP (Q1) Growth slowed in Q1 and we expect the economy to weaken further over the coming quarters against a backdrop of weak global demand and high interest rates. 11th May 2023 · 3 mins read
Asia Economics Focus Vietnam to perform well on exports Provided Thailand’s general election on 14th May does not set off a new round of political unrest and violence, the economy should grow strongly this year. But the long-term outlook is challenging... 8th May 2023 · 13 mins read
Event EM Asia Drop-In: Thailand’s election and near to long-term economic risks 11th May 2023, 9:00AM BST The Thai economy is poised for recovery this year, but before that the country faces a contentious general election on 14th May which could be a trigger for fresh political unrest.
Asia Data Response Indonesia GDP (Q1) Economic growth in Indonesia was unchanged at 5.0% y/y in the first quarter of the year, but we think growth will slow over coming months as tight monetary policy and weaker exports drag on activity. 5th May 2023 · 2 mins read
Emerging Markets Economics Update How feasible is a BRICS currency? Over the weekend, President-elect Donald Trump threatened a 100% import tariff on the BRICS countries unless they pledge not to create their own currency. In this note from 2023, we outlined the... 4th May 2023 · 6 mins read
Asia Economics Update Malaysia: Surprise hike, but further tightening unlikely Malaysia’s central bank (BNM) unexpectedly raised its main policy rate (OPR) today by 25bps (to 3.0%), citing the resilient economy as grounds to “further normalise the degree of monetary... 3rd May 2023 · 3 mins read
Asia Data Response Manufacturing PMIs, Korea Trade and Inflation (Apr.) A simple average of manufacturing PMIs in Emerging Asia rose slightly in April but this was almost entirely driven by a large jump in Thailand’s headline index to a record high. Weak global demand and... 2nd May 2023 · 3 mins read
