Emerging Markets Trade Monitor EM export slump gradually easing The decline of EM values slowed, in US$ terms, again in May. The volume of EM exports, which is more important from an economic standpoint, actually rose. 18th July 2016 · 1 min read
India Economics Update Export slump ends but sharp rebound unlikely Trade data for June showed positive growth in export values for the first time since the end of 2014. But with progress on the reforms needed to create a vibrant export sector still slow, the... 18th July 2016 · 1 min read
Asia Economics Weekly What to expect from Emerging Asia in 2017-18 Loose monetary policy should help to limit downside risks to economic growth over the coming months across most of Emerging Asia, but further ahead we expect regional growth to slow. Much of this... 15th July 2016 · 1 min read
Emerging Markets Economics Update Emerging Markets Capital Flows Monitor (Jul 2016) Our Tracker suggests that capital outflows from the emerging world declined to their lowest level in a year in June. Admittedly, our estimate is clouded by some questions about the data from China... 14th July 2016 · 1 min read
India Data Response Wholesale Prices (Jun.) Wholesale price inflation rose sharply in June, and looks set to accelerate further over the coming months. This reinforces our view that there is little scope for further monetary loosening. 14th July 2016 · 1 min read
Asia Economics Update Bank of Korea in wait-and-see mode Following its move last month to cut rates in response to rising downside risks to growth, the Bank of Korea (BoK) today left its policy rate unchanged at a record low of 1.25%. We think it will take... 14th July 2016 · 1 min read
Asia Data Response Singapore GDP (Q2 Advanced) Today’s advanced estimate of Singapore’s second quarter GDP suggests the economy has gained some momentum after a sluggish start to the year . However, domestic headwinds are building and a robust... 14th July 2016 · 1 min read
Asia Economics Update Malaysia jumps on easing bandwagon Malaysia's central bank (BNM) today unexpectedly lowered its policy rate by 25bp to 3.0%, adding to the list of Asian central banks that have cut rates this year. But with growth still on track to... 13th July 2016 · 1 min read
India Data Response Consumer Prices (Jun.) & Industrial Production (May) Indian consumer price inflation held steady in June, but it remains some way above the RBI's target for March 2017. As such, the scope for further monetary loosening still looks very limited. 12th July 2016 · 1 min read
India Economics Update Inflation to slow but stay above target We think that Indian consumer price inflation dropped in June, but it is likely to have remained some way above the Reserve Bank’s 5.0% target for March 2017. There is little reason to think that... 12th July 2016 · 1 min read
Asia Economics Weekly What options does Taiwan’s central bank have left? Taiwan’s central bank is running out of good options as it looks to boost an economy which has struggled badly over the past year. We see little prospect of a decent recovery in the coming quarters. 8th July 2016 · 1 min read
Emerging Markets Economic Outlook EM pick-up to prove short-lived EM growth is likely to accelerate over the second half of this year, but a downward shift in potential growth means the recovery could hit the buffers in 2017-18. 7th July 2016 · 1 min read
India Economics Update Passage of Goods and Services Tax edging closer Recent changes to the composition of the Rajya Sabha have raised the likelihood that the long-awaited Goods and Services Tax (GST) bill will finally be passed. But there are still sticking points, the... 5th July 2016 · 1 min read
Asia Economics Update Terrorism poses a threat to Bangladesh’s long-term prospects The recent terror attack in Bangladesh is unlikely to have a big impact on the economy in the short-term. However, long-term prospects would take a significant dent if a more dangerous security... 5th July 2016 · 1 min read
Global Markets Update What next for EM equities? British politics remains in turmoil following the vote for “Brexit”, but emerging market (EM) equities do not. There are likely to be more periodic sell-offs in risky assets in the months ahead, but... 4th July 2016 · 1 min read
Emerging Markets Economics Update EM PMI weakens in June, but some good news The fall in the aggregate EM manufacturing PMI in June suggests that growth probably weakened at the end of Q2. But there was some rare positive news from a handful of EM economies that have been... 1st July 2016 · 1 min read
