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
Emerging Markets Economic Outlook EM stragglers start to pick up speed There has been a sharp turnaround in EM growth in recent months and we expect growth in several major economies, including Brazil and Russia, to surprise on the upside over the next year or so. But... 4th April 2017 · 1 min read
Asia Economics Focus Bangladesh: The next Asian Tiger? Bangladesh has been one of the region’s top performing economies in recent years, but it is still someway short of meeting the government’s 8% growth target. If Bangladesh is to replicate the success... 3rd April 2017 · 1 min read
Asia Economics Update Currencies and equities record further gains Asian currencies have gained ground against the US dollar over the past month as investors have pushed back their expectations on the number of interest rate rises in the US this year. Most Asian... 31st March 2017 · 1 min read
Asia Economics Weekly Are Asian countries manipulating their currencies? The US Treasury is due to report this month which of its major trading partners, if any, have been manipulating their currencies for unfair advantage. No country in Emerging Asia meets the criteria... 31st March 2017 · 1 min read
Emerging Europe Economics Update February’s drop in EM inflation mainly a China story EM inflation fell sharply last month but this was driven almost entirely by a New Year-related drop in food inflation in China. This will reverse in March, meaning aggregate EM inflation is likely to... 27th March 2017 · 1 min read
Asia Economics Weekly Duterte undermining reform prospects in the Philippines Struggles to push through much-needed tax reform in the Philippines are the first sign that President Duterte’s controversial war on drugs and offensive behaviour is undermining the efforts of his... 24th March 2017 · 1 min read
Emerging Markets Economics Update Will EMs pick up the free-trade mantle? There is growing speculation that the largest EMs might step up to fill the void left by the US in the event of a protectionist shift under President Trump. However, there are good reasons why intra... 21st March 2017 · 1 min read
Asia Chart Pack South Korea elections: key names to watch Political campaigning in South Korea ahead of presidential elections due on 9th May is now well underway. Given the extent of public anger against ousted former president Park Geun-hye and her ruling... 21st March 2017 · 1 min read
Asia Economics Update Asia will not follow the Fed’s lead For most economies in Emerging Asia it will be local factors, not the actions of the US Federal Reserve, which will determine the next moves by the region’s central banks. 16th March 2017 · 1 min read
Asia Economics Weekly Where next for Asian currencies? Improving export prospects, healthy external positions and easing concerns about a large devaluation of the renminbi mean Asian currencies should hold up relatively well over the coming year even if... 10th March 2017 · 1 min read
Asia Economics Update China’s retaliation to THAAD adds to economic risks in Korea Chinese retaliation over South Korea’s plans to deploy a US anti-missile defence system (THAAD) is an added concern for Korea’s already struggling economy. While the overall impact could be quite... 9th March 2017 · 1 min read
Asia Economics Update Korea’s political crisis approaching crucial phase Korea’s political crisis is approaching a key phase as the Constitutional Court prepares to rule on whether to officially impeach President Park Geun-hye. Park’s formal impeachment would increase the... 7th March 2017 · 1 min read
