Asia Economics Weekly Usual suspects repeating the same old mistakes By keeping monetary policy too loose for too long, Pakistan, Vietnam and Sri Lanka now face either a surge in inflation or a rise in bad debts. What’s more, central banks remain complacent about the... 27th May 2016 · 1 min read
Emerging Europe Economics Update Inflation prospects diverge as currency and oil price slumps unwind The unwinding effects of big exchange rate falls on import prices will continue to drive down inflation in a number of major EMs over the coming months. In those EMs that haven’t experienced a great... 26th May 2016 · 1 min read
Asia Chart Pack Asia well-placed to cope with the Fed’s next rate hikes The US Fed looks set to increase interest rates soon, possibly as early as its June meeting, and we think it will end up hiking more than is generally expected over the next couple of years. However... 26th May 2016 · 1 min read
India Chart Pack PM Modi's first two years end on a high note Two years on from his inauguration, Prime Minister Narendra Modi has arguably just enjoyed his most successful month in office. For a start, PM Modi's BJP secured two important legislative victories... 25th May 2016 · 1 min read
Asia Data Response Singapore GDP (Q1 Revised) Today’s revised estimate of Singapore’s first quarter GDP confirmed that the economy made a lacklustre start to the year, and the outlook isn’t much better . We doubt that export conditions will... 25th May 2016 · 1 min read
India Economics Update Rupee to weaken only gradually The Indian rupee has weakened against the US dollar over the past month and, with the US Fed likely to tighten policy again over the coming months, the currency could depreciate a little more . But... 24th May 2016 · 1 min read
Emerging Markets Economics Update How and where we differ from the consensus While we have consistently been among the most bearish forecasters of EMs over the past 4-5 years, the consensus has moved a long way in our direction over the past 12 months. Over the next year we... 23rd May 2016 · 1 min read
Asia Economics Update Sri Lanka keeps rates on hold, but hikes likely soon The central bank in Sri Lanka (CBSL) today held its deposit and lending rates at 6.5% and 8.0%,respectively, for the third straight month. However, we think it is only a matter of time before it... 20th May 2016 · 1 min read
Emerging Markets Economics Chart Pack EM central banks pause for breath Emerging market policymakers have been in tightening mode over the past year, but this reversed last month. Our EM interest rate diffusion index shows that more EM central banks cut rates than hiked... 20th May 2016 · 1 min read
Asia Economics Weekly South East Asia continues to lead the way GDP growth in Emerging Asia slowed slightly in the first quarter of the year. However, it is stilldoing much better than other emerging regions, with South East Asia standing out as a rarebright spot... 20th May 2016 · 1 min read
Frontier Markets Wrap Frontier market governments push for reform Low commodity prices, slower growth and a string of elections have prompted a move towards reform in a handful of frontier market economies in recent months. But while these governments have made... 19th May 2016 · 1 min read
Asia Economics Update Bank Indonesia opens door to further easing Malaysia and Indonesia both left their main policy rates on hold at scheduled meetings today. But while Malaysia’s central bank (BNM) gave little sign that it was about to shift monetary policy... 19th May 2016 · 1 min read
India Economics Update State election results brighten reform outlook Regional parties have dominated the state elections held over the past month, but there has also been an apparent strengthening of support for Prime Minister Narendra Modi’s BJP at the local level. On... 19th May 2016 · 1 min read
Asia Data Response Philippines GDP (Q1) Today’s Q1 GDP data for the Philippines showed that Rodrigo Duterte, the country’s president elect, will be handed an economy that is in very good health. The foundations are in place for growth to... 19th May 2016 · 1 min read
Asia Economics Focus Can Tsai rescue Taiwan’s economy? When Tsai Ing-wen takes over as Taiwan’s next president on 20th May she will inherit an economy that is struggling in the face of falling property prices, rising competition from Chinese companies and... 17th May 2016 · 1 min read
India Economics Update Tax amendments another success for Modi government Recent amendments to the tax treaty between India and Mauritius - the terms of which have made Mauritius the leading source of foreign investment into India - are likely to bring more benefits than... 17th May 2016 · 1 min read
