Emerging Markets Economics Update Emerging Market Consumer Snapshot (Q4 2015) Lower commodity prices have continued to weigh on consumption in commodity-exporting EMs. Indeed, there are signs that even in those economies where spending had previously held up reasonably well... 17th November 2015 · 1 min read
India Data Response Wholesale Prices (Oct.) Wholesale price inflation picked up in October and, looking ahead, we think that it will rise further over the coming months as the base effects that have helped to keep down food and fuel inflation... 16th November 2015 · 1 min read
Asia Data Response Thailand GDP (Q3) Thailand's growth picked up in the third quarter, to a seasonally-adjusted 1.0% q/q from a revised 0.3% the quarter before. While the worst should now be over for Thailand’s economy, the recovery is... 16th November 2015 · 1 min read
Emerging Markets Economics Update Emerging Markets Capital Flows Monitor Our Capital Flows Tracker shows that EM capital outflows remained large in October, but they did at least decline from September. This should help to soothe concerns (overstated in our view) about an... 13th November 2015 · 1 min read
Asia Economics Weekly Asia’s central banks in no rush to reverse rate cuts Asia’s central banks will be in no hurry to raise interest rates next year despite the fact that inflation is likely to rise sharply over the coming months and the US Fed could just be a few weeks... 13th November 2015 · 1 min read
Asia Data Response Malaysia GDP (Q3) Malaysia’s economy slowed in Q3 against a backdrop of low commodity prices and souring consumer sentiment. With the effects of the collapse in commodity prices still working their way through the... 13th November 2015 · 1 min read
India Data Response Consumer Prices (Oct.) & Industrial Production (Sep.) The increase in India’s consumer price inflation in October doesn’t put the RBI’s inflation target for January 2016 under threat, but it underlines that policymakers cannot be certain that they will... 12th November 2015 · 1 min read
Asia Economics Update Philippines to keep interest rates on hold for a while yet Despite low inflation and a recent run of weak activity data, today’s decision by the central bank of the Philippines (BSP) to keep its key policy rate on hold at 4.0% came as no big surprise. Looking... 12th November 2015 · 1 min read
Emerging Markets Trade Monitor Drag on EM exports from commodity collapse should ease soon EM exports remained weak in September as the drag from lower commodity prices continued to take its toll, even in countries which are not major commodity exporters. However, as this drag fades and... 12th November 2015 · 1 min read
Asia Economics Update Bank of Korea to hold rates through 2016 With the domestic economy showing signs of recovery, the Bank of Korea (BoK) left its policy rate unchanged at a record low of 1.50% today. We expect the BoK to keep rates on hold for the rest of 2015... 12th November 2015 · 1 min read
Commodities Update Malaysia Monthly Palm Oil Data (Oct.) Data released earlier today by Malaysia’s Palm Oil Board show that palm oil production rose in October, helping to push inventories higher. 11th November 2015 · 1 min read
India Economics Update Government’s FDI push still requires wider reform Measures announced yesterday to further ease restrictions on foreign direct investment into India should help to build on one of the main policy successes of the Modi government so far. However, wider... 11th November 2015 · 1 min read
Asia Economics Update Taiwan’s exports set for recovery Exports from Taiwan have been contracting since the start of the year, but should return to growth soon. An improving export picture could be enough to make the difference between rates staying on... 9th November 2015 · 1 min read
Asia Economics Update Where next for Myanmar after the election? The victory for Aung San Suu Kyi’s National League for Democracy (NLD) party in Sunday’s elections is a welcome step forward for Myanmar. However, the country continues to face major challenges. For... 9th November 2015 · 1 min read
India Economics Update BJP defeat in Bihar dampens reform prospects The heavy defeat for Prime Minister Modi and the BJP in the Bihar state assembly election suggests that political goodwill towards the winners of last year’s general election is beginning to run out... 9th November 2015 · 1 min read
Asia Economics Weekly Philippines well placed to grow strongly after the election With six months to go before presidential elections in the Philippines, and the incumbent, Benigno Aquino, barred from running again, attention has started to turn to who will replace him. Although... 6th November 2015 · 1 min read
