Asia Chart Pack Assessing the impact so far We still don’t have much in the way of hard data, but the figures that have been published so far suggest the coronavirus and the measures that China has taken to contain it, are having a severe... 25th February 2020 · 16 mins read
Asia Economics Update Political crisis bad news for Malaysia’s economy The political turmoil that has engulfed Malaysia is likely to undermine the government’s response to the coronavirus crisis and could also set back the progress the country has made in tackling... 24th February 2020 · 3 mins read
Emerging Markets Trade Monitor Coronavirus starting to hit EM trade There are early signs that the economic disruption resulting from China’s measures to contain the coronavirus is hitting supply chains and trade in Emerging Asia. There is also some tentative evidence... 21st February 2020 · 4 mins read
Asia Economics Weekly The fiscal response, political worries in Thailand The policy response to the coronavirus outbreak has so far been led by the region’s central banks, but governments are also now stepping up to the plate. Earlier this week, Singapore unveiled a budget... 21st February 2020 · 6 mins read
Asia Data Response Korea Trade (1st – 20th Feb.) Korean trade data for the first 20 days of February add to the evidence that factory closures in China are disrupting local industry. 21st February 2020 · 3 mins read
Asia Economics Update Singapore: 2020 budget should limit hit from virus With the economic cost of the coronavirus mounting, Singapore’s government opted to loosen policy significantly in its 2020 budget today. Growth is still likely to slow sharply, but the strong fiscal... 18th February 2020 · 3 mins read
Asia Data Response Thailand GDP (Q4) Figures published today reveal that Thailand’s economy was in a poor state, even before the coronavirus hit. With tourist arrivals collapsing and the disruption from factory closures in China likely... 17th February 2020 · 3 mins read
Emerging Markets Economics Update Emerging Markets Capital Flows Monitor The outbreak of the coronavirus appear to have caused a pull back of net capital inflows to EM bond and equity markets on a similar scale to that seen during flare-ups in the US-China trade war last... 14th February 2020 · 3 mins read
Asia Economics Weekly Singapore virus response, Cambodia on the ropes The emphasis of Singapore’s budget on Tuesday is likely to be on trying to minimise the hit to incomes and ensuring that otherwise healthy companies can make it through the crisis. Meanwhile, we have... 14th February 2020 · 8 mins read
Asia Economics Update How big will the disruption be to Asian supply chains? Factory shutdowns in China are starting to have significant knock-on effects on the rest of the region as companies struggle to source intermediate goods. The garment and electronics sectors are... 13th February 2020 · 3 mins read
Emerging Markets Economics Focus The coronavirus and the emerging world The impact of the coronavirus means aggregate EM GDP is likely to have contracted in q/q terms for the first time since the global financial crisis in Q1. If the outbreak is contained quickly, most... 12th February 2020 · 17 mins read
India Data Response Consumer Prices (Jan.) & Industrial Production (Dec.) Inflation rose faster than most expected in January due to a jump in core inflation. With an economic recovery around the corner, underlying price pressures should strengthen further over the coming... 12th February 2020 · 2 mins read
Asia Data Response Malaysia GDP (Q4) GDP growth in Malaysia slowed again in Q4 and the disruption to trade and tourism flows from the coronavirus outbreak is likely to cause a much sharper downturn this quarter. The Prime Minister’s... 12th February 2020 · 3 mins read
Emerging Markets Economics Update EM central bank responses to the coronavirus fallout The economic disruption from the coronavirus outbreak will lead to further rate cuts in much of Emerging Asia. And in those countries where currencies have fallen sharply, the moves have not been big... 11th February 2020 · 3 mins read
Asia Data Response Korea Trade (1st – 10th Feb.) Korean trade data serve as a good bellwether for the rest of the region and figures for the first 10 days of February suggest that factory closures in China are disrupting regional industry. 11th February 2020 · 3 mins read
Asia Economics Weekly New GDP growth forecasts, further rate cuts likely There is clearly a great deal of uncertainty over how long the crisis will last, but we think growth in Emerging Asia (excluding China and India) will slow by around 2.5%-points in the first quarter... 7th February 2020 · 6 mins read
