Asia Economics Weekly Growth rebounds, but inflation remains weak With Q3 GDP figures now published for most of the major economies in Emerging Asia, the region looks to have grown by 4.6% y/y in the third quarter – a full 1.5%-points faster than just 18 months ago... 24th November 2017 · 1 min read
Asia Data Response Singapore GDP (Q3 Revised) Today’s revised estimate of Singapore’s Q3 GDP confirmed that the economy rebounded strongly last quarter. While growth is likely to slow a little over the coming quarters, the economy should still... 23rd November 2017 · 1 min read
Asia Chart Pack Growth rebounds, central banks turn more hawkish Economic growth across Emerging Asia rebounded strongly last quarter, with several countries, including Thailand, Singapore, Malaysia and Korea all growing at their fastest pace in a number of years... 21st November 2017 · 1 min read
Asia Data Response Thailand GDP (Q3) Thailand’s GDP growth picked up to its fastest pace in more than four years in Q3. A combination of robust external demand and increased infrastructure spending should help keep growth robust in the... 20th November 2017 · 1 min read
Asia Economics Weekly Recovery in Thailand unlikely to lead to policy tightening Thailand’s economy has rebounded strongly over the past year, with Q3 GDP figures due to be published on Monday likely to show the country growing at its strongest pace in over four years. The... 17th November 2017 · 1 min read
Asia Data Response Malaysia GDP (Q3) Malaysia’s economy expanded at its fastest pace in three years in Q3. While we think growth has now peaked, the economy should continue to grow at a decent pace over the next year, supported by robust... 17th November 2017 · 1 min read
Asia Data Response Philippines GDP (Q3) The Philippines’ economy strengthened further in Q3, with growth coming in at 6.9% y/y. However, we expect the economy to slow next year. Although exports and government spending are likely to remain... 16th November 2017 · 1 min read
Emerging Markets Economics Update Learning the lessons from Fed-related sell-offs Periodic bouts of investor concern over Fed policy tightening appear to be having less and less effect on financial markets in EMs. That being said, the one consistent theme that emerges from our... 15th November 2017 · 1 min read
Emerging Markets Economics Update What does the latest spike in oil prices mean for EMs? The jump in oil prices over the past couple of weeks doesn’t radically alter the outlook for EMs. However, if sustained, it could exacerbate concerns we already have about some parts of the emerging... 13th November 2017 · 1 min read
Emerging Markets Trade Monitor Trump still focusing on bilateral deficits EM exports look to have finished Q3 on a strong note, albeit with help from seasonal effects. Otherwise, a year on from Trump’s election, protectionist rhetoric is yet to result in material changes to... 10th November 2017 · 1 min read
Asia Economics Weekly Will regional trade agreements boost growth? Almost 10 months after Donald Trump pulled the US out of negotiations to set up the Trans-Pacific Partnership (TPP), ministers from the remaining 11 countries are trying to salvage something from the... 10th November 2017 · 1 min read
Emerging Markets Economics Update Emerging Markets Capital Flows Monitor (Oct.) Our tracker suggests that EM capital outflows picked up to a nine month high in October. Even so, they remained weak by the standard of recent years. 9th November 2017 · 1 min read
Asia Economics Update Malaysia’s central bank turns hawkish Malaysia’s central bank left its policy rate unchanged at 3.0% today, but the more hawkish tone of the statement suggests that monetary policy tightening may soon come back onto the agenda. We now... 9th November 2017 · 1 min read
Emerging Markets Economics Update Trump failing to deliver on protectionist threat One year on from his election, Donald Trump is struggling to live up to the promises he made on the campaign trail to get tough with countries that run big bilateral trade surpluses with the US... 8th November 2017 · 1 min read
Asia Economics Update Thai rates to stay low Against a backdrop of robust growth and subdued inflation, today’s decision by the Bank of Thailand (BoT) to leave its key interest rate unchanged at 1.50% came as no surprise. The accompanying... 8th November 2017 · 1 min read
Asia Economics Update Sri Lanka’s central bank has little room for manoeuvre Sri Lanka’s central bank (CBSL) left rates on hold today, and the accompanying monetary policy statement supports our view that rate changes are not on the horizon. CBSL will be wary of hiking rates... 7th November 2017 · 1 min read
