Emerging Markets Financial Risk Monitor Currency vulnerabilities building in a few EMs Financial risks remain low in the emerging world. However, since our last Financial Risks Monitor, currency vulnerabilities have increased in a handful of countries. 16th April 2018 · 1 min read
Emerging Markets Economics Update Emerging Markets Capital Flows Monitor (Apr.) Our Tracker shows that aggregate capital flows to EMs have been resilient over the past few months in the face of fears of a protectionist shift in the US and sell-offs in equity markets. Concerns... 13th April 2018 · 1 min read
Asia Economics Weekly Myanmar: still falling short of potential Myanmar’s civilian government has made progress in addressing some of the country’s problems since it came to power two years ago. However, major challenges remain. The Rohingya refugee crisis is... 13th April 2018 · 1 min read
Asia Economics Update Further policy tightening in Singapore unlikely The Monetary Authority of Singapore (MAS) today moved to increase the slope of its nominal effective exchange rate policy band, a decision that amounts to a tightening of its policy stance. But with... 13th April 2018 · 1 min read
Emerging Markets Trade Monitor US-China trade tensions: the supply chain impact on EMs The US tariffs on China announced last week will, if implemented, have knock on effects on other EMs though supply chains, particularly in parts of East Asia and in Chile. The impact of the measures... 12th April 2018 · 1 min read
Asia Economics Update Korea’s central bank in wait-and-see mode The Bank of Korea (BoK) unsurprisingly kept its policy rate on hold at 1.50% today, and the dovish tone of the governor’s press conference suggests that the BoK is likely to remain on the sidelines... 12th April 2018 · 1 min read
Asia Economics Focus Asia’s Tiger economies are getting harder to follow Despite the growing protectionist threat from the US, a combination of rising automation and the migration of some productive capacity into the cheaper interior mean that China is likely to remain a... 10th April 2018 · 1 min read
Asia Economic Outlook Trade war fears mount The growing threat of a US-China trade war is the key risk to the outlook. The tariff measures announced so far don’t amount to much, but any escalation in trade tensions that leads to a significant... 5th April 2018 · 1 min read
Emerging Markets Economics Update US-China trade tensions and the impact on EMs The proposed US tariffs on imports of Chinese goods could have knock-on effects on other EMs, especially in East Asia, via supply chains. And countries such as Turkey are vulnerable to a deterioration... 4th April 2018 · 1 min read
Asia Economics Update Sri Lanka cuts rates, loosening will be gradual The central bank of Sri Lanka (CBSL) today cut its lending rate by 25bp. While further monetary policy loosening looks likely against a backdrop of weak growth and easing inflation, aggressive rate... 4th April 2018 · 1 min read
Asia Data Response Manufacturing PMIs (Mar.) Emerging Asia’s PMIs for March suggest the region’s manufacturing sectors ended last quarter on a softer note. Focussing on the two economies where the PMIs most closely track the hard data, Taiwan’s... 2nd April 2018 · 1 min read
Asia Economics Update Asian equities down on protectionist fears Fears of a trade war between the US and China have weighed on Asian equities over the past month. In contrast, currency markets have been largely unaffected. 29th March 2018 · 1 min read
Asia Economics Weekly Are Asian countries manipulating their currencies? The US Treasury is due to report next month which of its major trading partners, if any, have been manipulating their currencies for unfair advantage. Currently, Thailand is the only country in... 29th March 2018 · 1 min read
Emerging Markets Economic Outlook Protectionist clouds gather As long as they aren’t followed by far more extensive trade sanctions than have been seen to date, the protectionist clouds looming over the global economy are unlikely to have a major bearing on... 28th March 2018 · 1 min read
Asia Economics Update Rates to stay on hold in Thailand With the economy in good shape and inflationary pressures subdued, the Bank of Thailand unsurprisingly decided to keep its policy rate on hold today at 1.5%. The accompany statement reiterated that... 28th March 2018 · 1 min read
Emerging Markets Activity Monitor Better news at the start of Q1 Having slowed over the final quarter of last year, our GDP Tracker suggests that EM growth nudged up for the first time in five months in January. 27th March 2018 · 1 min read
