Asia Data Response Manufacturing PMIs (Aug.) Emerging Asia’s PMIs for August suggest the region’s manufacturing sectors gained a little bit of momentum last month. In particular, there were signs of improvement in both Korea and Taiwan – the two... 1st September 2017 · 1 min read
Frontier Markets Wrap Politics centre stage In a quiet month for economic news across frontier markets, politics has provided a regular stream of headlines. Investors were buoyed by results from Argentina’s primary elections which showed that... 31st August 2017 · 1 min read
Asia Economics Update Asian equities shrug off latest Korean tensions Equity markets in Emerging Asia have continued to take the crisis in North Korea in their stride. Although most markets have fallen in response to today’s missile test, the moves are very small. It is... 29th August 2017 · 1 min read
Asia Economics Weekly Exports to continue supporting regional growth Economic growth held up well across most of Emerging Asia last quarter. Poor prospects for domestic demand mean growth has probably already peaked in many countries, but with exports likely to remain... 25th August 2017 · 1 min read
Asia Chart Pack Will other central banks follow Bank Indonesia? Despite the current subdued rates of inflation across most of Emerging Asia, we don’t expect many of the region’s central banks to copy Bank Indonesia, which yesterday surprised markets by cutting... 23rd August 2017 · 1 min read
Emerging Markets Economics Chart Pack Most EM central banks in easing mode Despite the focus in advanced economies on the timing of monetary policy tightening, the majority of EMs remain in easing mode. More EM central banks cut their policy interest rates than raised them... 22nd August 2017 · 1 min read
Asia Data Response Thailand GDP (Q2) Figures released today show Thailand’s economy continued to gain momentum in Q2, and is now growing at its fastest pace in y/y terms since Q1 2013. We expect growth to remain relatively strong over... 21st August 2017 · 1 min read
Asia Economics Weekly Remittance slowdown a big risk to South Asia A fall in remittances to Bangladesh, Pakistan and Sri Lanka is a big concern for these economies. If sustained, it could cause growth to weaken and put their currencies under downward pressure. 18th August 2017 · 1 min read
Asia Economics Malaysia GDP (Q2) Figures released today show that GDP growth in Malyasia unexpectedly accelerated in Q2. However, we expect growth to ease from around 5.5% this year to 4.5% in 2018 as domestic problems continue to... 18th August 2017 · 1 min read
Asia Data Response Philippines GDP (Q2) The Philippines recorded another quarter of solid growth in Q2 and should continue to perform well over the near term, supported by rapid government spending growth and healthy private consumption. 17th August 2017 · 1 min read
Asia Economics Weekly What does the crisis in Korea mean for the markets? Financial markets in Korea and the rest of Emerging Asia have fallen in response to the latest increase in tensions on the Korean peninsula. However, given the scale of the risks involved, the falls... 11th August 2017 · 1 min read
Asia Data Response Singapore GDP (Q2 Revised) Today’s revised estimate of Singapore’s second quarter GDP suggests the economy is in better shape shape than previously thought. Looking ahead, although rising interest rates will remain a drag on... 11th August 2017 · 1 min read
Asia Data Response Indonesia GDP (Q2) Indonesia’s run of remarkably steady GDP growth continued in Q2, with the economy growing by 5.0% y/y, unchanged from the 5.0% expansion recorded in Q1. Looking ahead, with commodity prices likely to... 7th August 2017 · 1 min read
Asia Economics Update Sri Lankan rates on hold, further hikes this year unlikely Sri Lanka’s central bank left interest rates on hold today, and the less hawkish tone of the statement suggests that its tightening cycle may now be at an end. We now expect rates to be left on hold... 3rd August 2017 · 1 min read
Emerging Markets Economics Update EM manufacturing recovery soft at the start of Q3 July’s PMI data remain consistent with a continued expansion in EM manufacturing, albeit at a pace that is down slightly from the highs seen at the start of the year. 1st August 2017 · 1 min read
Asia Data Response Manufacturing PMIs (Jul.) Emerging Asia’s PMIs for July suggest the region’s manufacturing sectors started Q3 on a subdued note. Focussing on the two economies where the PMIs most closely track the hard data, Taiwan’s... 1st August 2017 · 1 min read
