India Economics Update Outlook for remittances remains upbeat The recent market turbulence cast a spotlight on the potential for shifts in capital flows to destabilise emerging markets such as India. One factor that often gets overlooked is the role of overseas... 10th March 2016 · 1 min read
Asia Economics Update Rate cuts in Korea can’t be ruled out The Bank of Korea (BoK) today left its policy rate unchanged at a record low of 1.50%. The pressure for a rate cut is building against a backdrop of softening economic data, but we are sticking with... 10th March 2016 · 1 min read
Emerging Markets Economics Update Why has the oil windfall been felt unevenly across EMs Consumer spending growth has risen far more sharply in Emerging Europe than in Emerging Asia over the past year and a half, even though both regions have received a similar boost from the drop in oil... 9th March 2016 · 1 min read
Asia Economics Update Malaysia holds rate, but all eyes on BNM governor succession Malaysia’s central bank (BNM) today kept its policy rate on hold at 3.25% at a monetary policy meeting that will be Governor Zeti’s last after 16 years at the helm. We continue to think rates will be... 9th March 2016 · 1 min read
India Economics Update Inflation to edge down but scope for loosening limited Inflation is likely to have edged down in February as food price pressures have shown signs of abating. The chances of there being perhaps one more rate cut in the near term have risen, but this is... 8th March 2016 · 1 min read
Asia Economics Focus Life in the slow lane for Asia’s Tiger economies With productivity slowing and working age populations set to fall sharply, economic growth in Hong Kong, Singapore, Taiwan and Korea is likely to average little more than 2% over the coming years... 8th March 2016 · 1 min read
Emerging Markets Economics Update EM commodity slowdown: cyclical or structural? The slump in growth in EM commodity producers partly reflects a deterioration in potential growth rates in these economies but is mainly the result of cyclical weakness caused by a collapse in their... 7th March 2016 · 1 min read
Asia Economics Weekly Inflation to rise, but not by enough to worry policymakers Inflation looks to have bottomed out and is set to rise across most of Emerging Asia over the coming year. However, it will remain relatively low in most places, meaning central banks will be able to... 7th March 2016 · 1 min read
Asia Economics Update High household debt another drag on Malaysia’s growth Malaysia’s high level of household debt is unlikely to trigger financial instability, but it will continue to be another constraint on growth. 7th March 2016 · 1 min read
India Economics Update Finance ministry’s revenue assumptions look too optimistic Finance Minister Arun Jaitley’s budget on Monday was well received, with targets for further reductions in the deficit left unchanged and projected spending in key areas ramped up. But the plans are... 2nd March 2016 · 1 min read
Emerging Markets Economics Update Manufacturing PMI surveys fall across EMs The fall in February’s manufacturing PMI surveys across emerging markets serves as a reminder that, while the worst for the industrial sectors in most EMs is probably behind us, conditions remain... 1st March 2016 · 1 min read
India Data Response Manufacturing PMI (Feb.) India's manufacturing PMI remained unchanged at a low level in February. The big picture is that local industry continues to face significant structural constraints. 1st March 2016 · 1 min read
Asia Data Response Manufacturing PMIs (Feb.) Emerging Asia’s PMIs fell back in February, offering no signs that the woes of the region’s manufacturing sectors are over. 1st March 2016 · 1 min read
Asia Economics Update Asian markets mixed, Indonesia top performer After a rocky start to the year, Asian markets have settled down over the last month as investors have pushed back their expectations for the next rate hike in the US and oil prices stabilised. 29th February 2016 · 1 min read
Emerging Markets Activity Monitor EM growth stable but subdued Our GDP Trackers suggest that aggregate EM growth was stable at the end of last year as a dip in Emerging Asia was offset by signs of recovery in Emerging Europe . The improvement in Emerging Europe... 26th February 2016 · 1 min read
Asia Economics Weekly Improving outlook in Indonesia, but problems persist Indonesia’s economy now looks to be past the worst, but the government will need to make further progress on reform if growth is to break above 5% over the next couple of years. We don’t think it is... 26th February 2016 · 1 min read
