Asia Economics Update Thailand’s rate pause to continue The Bank of Thailand’s (BoT) decision to keep its policy rate unchanged at 1.50% today came as no surprise. With the economy exiting deflation and growth still on track to come in around 3% in 2016... 11th May 2016 · 1 min read
India Economics Update Bankruptcy reform would be a major step forward The Lok Sabha’s vote in favour of an overhaul of India’s archaic bankruptcy laws is a step towards creating a more friendly business environment and easing constraints in the banking sector. What’s... 10th May 2016 · 1 min read
Asia Economics Update Where next for the Philippines? Rodrigo Duterte, the mayor of the fourth largest city in the Philippines, looks to have won today’s presidential election by a comfortable margin. Given how little has been said on the campaign trail... 9th May 2016 · 1 min read
Emerging Markets Economics Update Emerging Markets Capital Flows Monitor Our Tracker shows that total capital outflows from EMs declined sharply in April to a 10-month low of a little over $10bn. Outflows from China remained relatively low compared to the past year, while... 9th May 2016 · 1 min read
Asia Economics Weekly Is the Philippines about to shoot itself in the foot? The Philippines has been one of the region’s few economic success stories over the past few years. But with the controversial Rodrigo Duterte riding high in the polls ahead of presidential elections... 6th May 2016 · 1 min read
India Economics Update Inflation to remain close to target We think that consumer price inflation held steady April as the recent slowdown in food inflation appears to have run its course. With inflation only just below the RBI's 5.0% target for March 2017... 5th May 2016 · 1 min read
India Economics Update Inflation to remain close to target We think that consumer price inflation held steady April as the recent slowdown in food inflation appears to have run its course. With inflation only just below the RBI's 5.0% target for March 2017... 5th May 2016 · 1 min read
Emerging Markets Economics Update EMs, financial risks and the Fed With the Fed leaving the door open to another interest rate hike at June’s FOMC meeting, focus is starting to shift once again to financial vulnerabilities in EMs. A handful of countries are likely to... 4th May 2016 · 1 min read
Asia Data Response Indonesia GDP (Q1) The slowdown in Indonesia's economy last quarter reflects significant headwinds that we think will keep growth stuck at around 5% for the next couple of years. 4th May 2016 · 1 min read
Emerging Markets Economics Update EM industry still in better shape than at start of the year There were sharp drops in the manufacturing PMIs in Brazil and India last month, which pulled down the aggregate EM figure. That said, in both countries this seems to reflect survey data catching up... 3rd May 2016 · 1 min read
Asia Data Response Manufacturing PMIs (Apr.) Manufacturing conditions in Emerging Asia remained lacklustre in April. In the two economies where the PMIs most closely track the hard data, there are some signs of stabilisation in Korea’s... 3rd May 2016 · 1 min read
India Data Response Manufacturing PMI (Apr.) The drop in India's manufacturing PMI in April provides another reminder that local industry continues to face significant headwinds. 2nd May 2016 · 1 min read
Asia Economics Update Growth in Sri Lanka to slow despite IMF deal The IMF today announced that it has reached a staff-level agreement with Sri Lanka on a three-year US$1.5bn loan. The deal should help Sri Lanka avoid a balance of payments crisis and stabilise... 29th April 2016 · 1 min read
Asia Economics Weekly Could Asia’s central banks get unconventional? There have been a number of suggestions recently that some central banks in Emerging Asia, namely in Taiwan and Korea, might be about to adopt some of the unconventional policy measures that are being... 29th April 2016 · 1 min read
Asia Data Response Taiwan GDP (Q1 Advanced) Today’s GDP figures confirm that Taiwan’s economy is struggling badly, with GDP contracting by 0.8% y/y in the first quarter of the year. Given that policymakers are running out of room to stimulate... 29th April 2016 · 1 min read
Asia Economics Update Malaysian ringgit rebound continues Most currencies and equity markets are up so far this month. The Malaysian ringgit has continued to rebound strongly, but political uncertainty ahead of presidential elections in the Philippines is... 28th April 2016 · 1 min read
