Asia Data Response Manufacturing PMIs (Apr.) The April PMIs for Emerging Asia suggest that the region’s manufacturing recovery remained intact. Focusing on the two economies where the PMIs most closely track the hard data, Taiwan’s manufacturing... 2nd May 2017 · 1 min read
Frontier Markets Wrap Geopolitics trumps local events in frontier financial markets Headlines in the past month have been dominated by local political events in frontier markets. In Venezuela, violent mass protests have swept the country. Meanwhile, the victory of Serbia’s Prime... 28th April 2017 · 1 min read
Asia Economics Update Korean equities reach a six-year high Chinese trade restrictions and mounting tensions with North Korea have failed to dent the rally in South Korea’s equity market, which is nearing a record high. 28th April 2017 · 1 min read
Asia Economics Weekly Pakistan – improved performance unlikely to last A combination of loose monetary policy and increased infrastructure spending related to the China Pakistan Economic Corridor (CPEC) should push up growth in Pakistan to its fastest pace in over a... 28th April 2017 · 1 min read
Asia Data Response Taiwan GDP (Q1 Advanced) Taiwan’s economy slowed slightly in the first quarter of the year, but given the improving prospects for the global economy and supportive domestic monetary and fiscal policies, we expect growth to... 28th April 2017 · 1 min read
Asia Data Response Korea GDP (Q1 Preliminary) Korea’s economy began 2017 on a strong note, and while we expect growth to hold up reasonably well in the near term, we doubt the Q1 outturn marks the start of a sustained recovery. 27th April 2017 · 1 min read
Emerging Europe Economics Update EM inflation remains close to eight-year low EM inflation remained at close to an eight-year low last month, driven in large part by weakening price pressures in the BRIC economies. Inflation has been on the rise in most other EMs, although not... 25th April 2017 · 1 min read
Asia Economics Weekly Philippines – current account deficit no cause for alarm A sharp fall in the Philippines’ current account surplus is fueling fears that the economy is overheating. We think such fears are overdone. 21st April 2017 · 1 min read
Emerging Markets Economics Chart Pack Politics dominates the headlines but market impact limited The escalation of political risks has dominated the headlines in EMs in recent weeks, but the fallout in financial markets has been surprisingly small. Equities in Russia and South Korea initially... 20th April 2017 · 1 min read
Asia Chart Pack KORUS renegotiation on the cards Confirmation that the US is seeking to renegotiate but not scrap the Korea-US free trade agreement (KORUS) is the latest sign that President Trump’s bark, at least when it comes to trade, is turning... 19th April 2017 · 1 min read
Asia Economics Weekly Five key calls for Emerging Asia The highlight of the coming week is a scheduled monetary policy meeting in Indonesia. Despite the poor growth outlook, we think interest rates will be left on hold against a backdrop of rising... 13th April 2017 · 1 min read
Asia Economics Update Korea holds rates, prolonged pause likely The Bank of Korea (BoK) kept its policy rate unchanged at 1.25% today, and with the economy starting to show signs of improvement and underlying price pressures benign, we think the BoK will maintain... 13th April 2017 · 1 min read
Asia Economics Update How big are the economic risks from the crisis in North Korea? There remains huge uncertainty as to how the growing crisis in North Korea will play out. Although war is likely to remain a last resort, the risk of some kind of military action is clearly growing... 12th April 2017 · 1 min read
Emerging Markets Economics Update Political risks don’t warrant major growth revisions – yet… Political risks in some parts of the emerging world have escalated in recent weeks, but not to the extent that we are marking down our near-term growth forecasts. 11th April 2017 · 1 min read
Asia Economic Outlook Stronger exports to boost growth in 2017 Buoyant global demand should help to support growth across most of Emerging Asia over the coming quarters, but mounting domestic headwinds mean a strong rebound is not on the cards. Although the... 11th April 2017 · 1 min read
Asia Economics Weekly Asian consumers facing growing headwinds Consumer spending has grown at a steady if unspectacular pace across Emerging Asia over the past few years, comfortably outperforming other EM regions. Spending in the region should continue to grow... 7th April 2017 · 1 min read
