Asia Economics Update New Zealand’s rate hiking cycle has a long way to go The Reserve Bank of New Zealand (RBNZ) raised its policy rate by 25bp to 3.0% today, and made it clear in its statement that more rate hikes are on the way. Although the RBNZ’s own forecasts have not... 24th April 2014 · 1 min read
Asia Economics Update Steady recovery to continue in Korea Korea’s economy recorded another quarter of solid growth in the first quarter of the year thanks to a rebound in investment and continued recovery in export demand. Looking ahead, the economy should... 24th April 2014 · 1 min read
Asia Economics Update Thailand to keep policy rate on hold Following a 25bp cut to its policy rate last month, the Bank of Thailand (BoT) adopted a wait-and-see approach today and kept the benchmark rate unchanged. With demand still fragile, we expect... 23rd April 2014 · 1 min read
Asia Economics Weekly What to expect from Asia’s Q1 GDP data Most economies in the region are due to release Q1 GDP data over the next few weeks. OurGDP tracker suggests economic growth was broadly unchanged in Emerging Asia (excludingChina) from Q4. The Newly... 22nd April 2014 · 1 min read
Emerging Markets Economics Chart Pack Ukraine crisis having limited impact on EMs The crisis in Ukraine has so far had only a small impact on most emerging markets. Although EM equities have fallen in recent days as the crisis has intensified, they have still risen over the past... 17th April 2014 · 1 min read
Emerging Markets Economics Update Emerging Market Consumer Snapshot (Q2 2014) There are signs that the decline in EM consumer spending growth experienced in 2013 has bottomed out in recent months, with several economies reporting stronger retail sales figures since the turn of... 16th April 2014 · 1 min read
Asia Economics Update Indian inflation will prove stubborn from here Indian inflation ticked up in March, ending a downward trend that had raised some hopes that the central bank might be winning its battle with price pressures. There are a number of reasons to think... 15th April 2014 · 1 min read
China Economics Focus A Chinese hard landing: Which Asian countries are most at risk? A hard landing in China’s economy is one of the biggest risks clouding the outlook for the rest of Emerging Asia. A slump in Chinese demand would hurt economies with close trade links to China, with... 15th April 2014 · 1 min read
Asia Economics Focus A Chinese hard landing: Which Asian countries are most at risk? A hard landing in China’s economy is one of the biggest risks clouding the outlook for the rest of Emerging Asia. A slump in Chinese demand would hurt economies with close trade links to China, with... 15th April 2014 · 1 min read
Asia Economics Update Exports cannot offset Thailand’s domestic demand weakness With domestic demand struggling under the weight of the ongoing political unrest, exports have become the main beacon of hope for Thailand’s economy this year. However, we doubt the export sector can... 15th April 2014 · 1 min read
Global Economic Outlook West to outperform East The world economy should expand steadily in the coming two years, helped by an increasingly strong recovery in the US. However, while the euro-zone has stabilised, it is not growing fast enough to... 14th April 2014 · 1 min read
Asia Economics Update Singapore's economy set for solid growth in 2014 Today’s GDP data showed that Singapore's economy barely expanded in Q1. Recovering global demand should, nevertheless, ensure solid growth over the rest of 2014. As such, the MAS saw no reason to... 14th April 2014 · 1 min read
Asia Economics Update Indian manufacturing struggling for momentum Weak industrial output in February has dented hopes of a manufacturing-led rebound in India's economy. With prospects for domestic demand looking downbeat, India's economic recovery will remain slow... 14th April 2014 · 1 min read
Asia Economics Weekly Four risks to watch out for in Emerging Asia Our recently published Emerging Asia Outlook paints a fairly benign picture of the region’s growth prospects, with most economies set to make a gradual recovery in 2014-15. This Weekly looks at some... 14th April 2014 · 1 min read
Asia Economic Outlook Domestic challenges coming into focus Most countries in Emerging Asia should enjoy a steady recovery over the next couple of years on the back of loose monetary policy and a pickup in demand from advanced economies. However, a number of... 10th April 2014 · 1 min read
Asia Economics Update New Bank of Korea governor in no rush to tighten policy The Bank of Korea (BoK) left interest rates on hold today for the eleventh consecutive month in what was Lee Ju-yeol’s first meeting as new governor. As a former deputy governor with 35 years of... 10th April 2014 · 1 min read
