Asia Data Response Manufacturing PMIs (Jul.) Manufacturing conditions in Emerging Asia remained lacklustre in July. In the two economies where the PMIs most closely track the hard data, there are some signs of improvement in Taiwan’s... 1st August 2016 · 1 min read
Emerging Markets Activity Monitor Recovery in EM growth pauses Our GDP Tracker suggests that the recent recovery in EM growth paused in May. Nonetheless, preliminary data from June have been more encouraging and we expect EM growth to regain some momentum over... 29th July 2016 · 1 min read
Asia Economics Update Asian markets set the pace in July Financial markets in the region have generally got off to a good start to H2. While we remain upbeat about the prospects for Asian equities, we expect Asian currencies to weaken a little against the... 29th July 2016 · 1 min read
Emerging Markets Economics Chart Pack Turkey coup aside, EMs have become more stable The failed military coup in Turkey has sent local financial markets into a tailspin and re-focused investors’ attention on broader EM political risk. However, political stability in emerging markets... 29th July 2016 · 1 min read
Asia Economics Weekly Is Pakistan ready for life without the IMF? Pakistan’s three-year arrangement with the IMF comes to an end next month. An improvement in the external position means it is unlikely that there will be any immediate problems, but the IMF does... 29th July 2016 · 1 min read
Asia Data Response Taiwan GDP (Q2 Advanced) While today’s GDP figures show that the worst is now probably over for Taiwan’s economy, we expect growth to remain very weak against a backdrop of subdued export demand, falling property prices and... 29th July 2016 · 1 min read
Emerging Europe Economics Update Inflation in EM commodity producers remains stubbornly high Inflation in a number of EM commodity producers has remained stubbornly high over the past few months. Accordingly, consensus expectations for monetary policy in these countries have moved towards our... 28th July 2016 · 1 min read
Asia Economics Update Sri Lanka’s tightening cycle has further to go The central bank in Sri Lanka (CBSL) today raised its deposit and lending rates by 50bp each in whatwas Indrajit Coomaraswamy’s first monetary policy meeting as governor. With credit growing at... 28th July 2016 · 1 min read
India Economics Update Rise in coal production belies longer-term challenges A jump in domestic production and fall in imports of coal this year have led some to suggest that thegovernment is on track to meet its target of doubling output from end-2014 levels by 2020. But the... 27th July 2016 · 1 min read
Asia Chart Pack New president of the Philippines makes encouraging start Investors in the Philippines have responded positively to the marked change inrhetoric of the country’s new president, Rodrigo Duterte. After spooking markets in the run-up to May’s presidential... 27th July 2016 · 1 min read
Asia Data Response Korea GDP (Q2 Preliminary) Korea’s growth picked up in the second quarter of 2016, but we expect the economy to lose momentum over the coming quarters against a backdrop of mounting cyclical and structural headwinds. 26th July 2016 · 1 min read
Asia Economics Weekly Taiwan's struggles to continue Second quarter GDP figures for Taiwan, due to be published over the coming week, are likelyto show the economy remains very weak. With subdued global demand continuing to drag onexports, the property... 22nd July 2016 · 1 min read
India Chart Pack Capital injections too small to revive banking sector The government’s announcement this week that it will inject more capital into local banks is a positive step, but the amount is still too limited to revive the ailing sector. 22nd July 2016 · 1 min read
Asia Economics Update Bank Indonesia leaves rates on hold, but further easing likely Bank Indonesia (BI) left interest rates on hold today, but further loosening is likely sooner rather than later. We think the shift to a new policy rate, which formally comes into effect next month... 21st July 2016 · 1 min read
India Economics Update Bond market rally likely to run out of steam Indian bond yields have recently fallen to their lowest levels since 2013, in large part due to anticipation that the successor to Governor Raghuram Rajan at the RBI will be more dovish. But with the... 21st July 2016 · 1 min read
Asia Economic Outlook Loose monetary policy to prop up growth Low interest rates should continue to support economic growth in Emerging Asia for the rest of the year. Further ahead, however, we expect regional growth to slow. Much of this slowdown will be driven... 18th July 2016 · 1 min read
