Emerging Markets Economics Update Can EMs exploit weaker currencies? EMs are much better placed now than in the past to weather potential problems caused by sharp drops in their currencies. But by the same token, those EMs that have seen the largest falls in their... 8th February 2016 · 1 min read
Asia Economics Weekly Should Bangladesh be getting more attention? Bangladesh is one of the best-placed countries in Asia to take advantage of rising costs in China, and we expect it to grow by around 6% a year on average over the next decade. Given its size and... 5th February 2016 · 1 min read
India Economics Update Budget proposals could stoke price pressures Inflation is likely to have risen at the start of 2016 on account of a further small rise in food inflation. Looking ahead, the FY16/17 budget is likely to incorporate a significant rise in public... 5th February 2016 · 1 min read
Asia Data Response Indonesia GDP (Q4) Indonesia’s growth picked up to 5.0% y/y in Q4, from 4.7% in Q3, but the expansion was still well below the 5.8% average recorded over the past decade. Looking ahead, looser monetary policy should... 5th February 2016 · 1 min read
Asia Economics Update Thailand to keep rates unchanged in 2016 The Bank of Thailand’s (BoT) decision to keep its policy rate unchanged at 1.50% today came as no surprise. With the economy gradually recovering and the government stepping up efforts to support... 3rd February 2016 · 1 min read
India Economics Update RBI holds rates, no change likely in 2016 The Reserve Bank of India (RBI) kept its repo rate on hold at 6.75% today and, while the consensus is expecting further modest loosening later this year, we think that rates will remain unchanged... 2nd February 2016 · 1 min read
Emerging Markets Economics Update EM PMI edges up January’s PMIs suggest that stabilisation in manufacturing across EMs continued at the start of the year. It’s particularly encouraging that conditions are no longer getting worse in Brazil and Russia... 1st February 2016 · 1 min read
India Data Response Manufacturing PMI (Jan.) India's manufacturing PMI rose at the start of 2016, but the reading remains weak by past standards. The big picture is that local industry continues to face significant structural headwinds. 1st February 2016 · 1 min read
Asia Data Response Manufacturing PMIs (Jan.) The January PMIs for Emerging Asia were generally disappointing and underline the fragility of the region’s manufacturing recovery. 1st February 2016 · 1 min read
Emerging Markets Activity Monitor EM growth dips – but no sign of collapse Our GDP Tracker suggests that EM growth dipped again in November. However, this was driven overwhelmingly by a deepening downturn in Brazil – and more recent survey data have provided some hope that... 29th January 2016 · 1 min read
Emerging Europe Economics Update Divergent inflation outlook The divergence in EM inflation looks set to persist throughout 2016. In Emerging Asia, Central Europe and parts of the Middle East, low oil prices will help keep inflation muted. But in some of the... 29th January 2016 · 1 min read
Asia Economics Update Calm returns to Asian financial markets Asia’s markets were badly caught up in the global sell-off earlier in the month, and although sentiment seems to have settled down in recent days, most of the region’s equity markets are still down... 29th January 2016 · 1 min read
Precious Metals Update India to remain a major importer of gold, for now While the response to India’s Gold Monetisation Scheme has been fairly muted so far, the Sovereign Gold Bond Scheme has been a success, having attracted the equivalent of almost four tonnes of gold... 29th January 2016 · 1 min read
Asia Economics Weekly Time to worry about property price bubbles? Hong Kong made international headlines last week after it was shown to have the least affordable property market in the world. But Hong Kong is not the only economy in the region where property prices... 29th January 2016 · 1 min read
India Economics Update Fiscal success in FY15/16, but tougher challenges await As attention turns to the government’s FY16/17 budget announcement on 29 th February, the finance ministry can look back on what appears to have been a successful FY15/16. We think that this year’s... 29th January 2016 · 1 min read
Asia Data Response Taiwan GDP (Q4 Advanced) Taiwan’s economy climbed out of recession last quarter and we expect the recovery to gain momentum this year, as growth in Taiwan’s main trading partners picks up and domestic demand strengthens. 29th January 2016 · 1 min read
