Asia Economics Update Philippines: more rate hikes coming The central bank of the Philippines (BSP) today raised its main policy rate by a further 75bps (to 5.0%), and we think further tightening is likely in the near term. But with inflation having probably... 17th November 2022 · 3 mins read
Asia Economics Update Malaysia: major challenges await new PM Malaysia heads to the polls on Saturday for a general election which, if the latest opinion polls are correct, will lead to a further period of unstable and fractured politics. This reduces the... 16th November 2022 · 5 mins read
Asia Economics Weekly Tougher times ahead for Taiwan, COP27 Surging demand for electronics products helped Taiwan’s economy sail through the pandemic. But with this tailwind now turning into a headwind, growth looks set to slow sharply. 11th November 2022 · 6 mins read
Asia Data Response Malaysia GDP (Q3) Malaysia’s economy slowed in Q3, and we think growth will struggle over the coming quarters as lower commodity prices, weaker global demand and tighter monetary policy drag on prospects. 11th November 2022 · 2 mins read
Asia Data Response Philippines GDP (Q3) The Philippines economy rebounded in the third quarter of the year, but we expect growth to slow over the coming months as high inflation, rising interest rates and weaker global demand weigh on... 10th November 2022 · 2 mins read
Capital Daily We think optimism around China’s COVID policy is misplaced The recent rally in assets and currencies linked to the prospects of China’s economy on hopes that the authorities in China will relax their “zero-COVID” policy is unlikely to last. 7th November 2022 · 5 mins read
Asia Data Response Indonesia (Q3 GDP) Economic growth in Indonesia accelerated in the third quarter, but this is likely to be as good as it gets. We expect lower commodity prices, tighter monetary policy and elevated inflation to drag on... 7th November 2022 · 2 mins read
Asia Economics Weekly Problems for Korean corporates piling up Yields on commercial paper in Korea have continued to rise over the past week despite aggressive intervention by the authorities as they struggle to calm the markets. But even if the situation... 4th November 2022 · 8 mins read
Asia Economics Update Bank Negara Malaysia closing in on the finish line Malaysia’s central bank (BNM) raised its main policy rate by 25bp (to 2.75%) today, but with inflation falling and growth set to slow, we think the tightening cycle is nearing an end. 3rd November 2022 · 3 mins read
