Emerging Markets Economic Outlook EM cycle to turn in 2018 Several major EMs, notably Brazil and Russia, are likely to experience a pick-up in growth this year. But in others, including China, the cycle is now peaking. The net result is that, in contrast to... 11th January 2018 · 1 min read
Emerging Markets Financial Risk Monitor Vulnerabilities linger in a handful of EMs Our indicators suggest that, while financial risks in EMs have diminished over the past couple of years, pockets of vulnerability exist in several countries including Turkey, Hong Kong and Singapore. 10th January 2018 · 1 min read
Asia Economics Update Will Vietnam’s export sector continue to outperform? Exports from Vietnam should continue to grow strongly in the short term, helped by booming foreign direct investment into the manufacturing sector. However, the lack of spillovers from the dynamic... 9th January 2018 · 1 min read
Asia Economics Weekly A guide to elections in 2018 In this first Weekly of 2018, we take our usual look at the important elections that are set to take place in Asia over the coming year, assessing the implications for policymaking and economic growth... 5th January 2018 · 1 min read
Asia Data Response Manufacturing PMIs (Dec.) The December PMIs for Emerging Asia suggest that the region’s manufacturing sectors remained in good health. Focusing on the two economies where the PMIs most closely track the hard data, Taiwan’s... 2nd January 2018 · 1 min read
Asia Data Response Singapore GDP (Q4 Advanced) Singapore’s economy had a good year in 2017, with annual growth hitting a three-year high. While the decent prospects for global demand suggest Singapore’s economy will do reasonably well in 2018... 2nd January 2018 · 1 min read
Asia Economics Weekly What to expect in 2018 Economic growth across most of Emerging Asia has rebounded strongly over the past year on the back of a surge in exports. But will this strong growth continue next year? In our final Weekly of the... 21st December 2017 · 1 min read
Asia Economics Update A stellar 2017, repeat in 2018 unlikely Asian assets, especially equities, have had a strong year in 2017. However, a repeat performance in 2018 looks unlikely. 21st December 2017 · 1 min read
Frontier Markets Wrap Frontier economies to strengthen in 2018 Frontier markets have enjoyed a recovery in 2017, with aggregate GDP growth set to reach close to 3%, up from a seven-year low of 2.3% in 2016. Frontiers in Latin America and Sub-Saharan Africa have... 20th December 2017 · 1 min read
Asia Economics Update Thai rates to stay on hold through 2018 With growth robust and inflationary pressures subdued, the Bank of Thailand (BoT) unsurprisingly kept its policy rate on hold today at 1.50%. The accompanying monetary policy statement reaffirms our... 20th December 2017 · 1 min read
Emerging Europe Economics Update EM inflation to rise in 2018 EM inflation was steady between October and November, but the big picture is that it is up from the multi-year trough reached in the summer and will continue to rise over the course of 2018. 19th December 2017 · 1 min read
Asia Chart Pack Philippines: tax reforms a welcome step President Duterte of the Philippines is on Tuesday set to sign into law a major package of tax reforms which would mark his most important legislative achievement since coming to office 17 months ago... 18th December 2017 · 1 min read
Emerging Markets Economics Chart Pack A strong 2017 – but 2018 will be more challenging Our GDP Tracker suggests that the emerging world is on course to grow by just over 4.5% in 2017 – it’s fastest pace of expansion in six years. The pick-up has been broad-based, with growth in Emerging... 18th December 2017 · 1 min read
Asia Data Response Sri Lanka GDP (Q3) Data released late last week showed that Sri Lanka’s struggling economy weakened in Q3. With both monetary and fiscal policy set to remain tight, we don’t see a meaningful recovery anytime soon. 18th December 2017 · 1 min read
Emerging Markets Trade Monitor Strong year for EM exports, but 2018 set to be softer 2017 was the first year since 2014 in which EM exports recorded positive growth. However, two of the key props to this year’s export recovery are likely to weaken over the coming quarters – meaning... 15th December 2017 · 1 min read
Asia Economics Weekly Pakistan: Where next for the rupee? The fall in the Pakistani rupee over the past week has once again put the spotlight on the country’s precarious balance of payments position. Pakistan will soon be forced to either let the currency... 15th December 2017 · 1 min read
