Asia Economic Outlook Loose monetary and fiscal policy to support growth While Emerging Asia continues to face headwinds, loose fiscal and monetary policy in most economies should continue to support demand over the next couple of years, and we expect regional growth to... 4th October 2016 · 1 min read
Emerging Markets Economics Update EM manufacturing recovery continued in Q3 The EM manufacturing PMIs for September suggest that industry across the emerging world performed better in Q3 than in Q2. That said, the index remains consistent with relatively weak growth in... 3rd October 2016 · 1 min read
India Data Response Manufacturing PMI (Sep.) The drop in India's manufacturing PMI in September provides a reminder that, despite progress on the reform front, local industry still faces significant headwinds. 3rd October 2016 · 1 min read
Asia Data Response Manufacturing PMIs (Sep.) The PMIs for Emerging Asia in September were mostly encouraging, suggesting that manufacturing conditions in the region are slowly gaining a firmer footing. However, the struggles of Korea’s... 3rd October 2016 · 1 min read
Emerging Markets Activity Monitor A temporary pause in the EM recovery Our EM GDP Tracker suggests that, after accelerating for most of this year, EM growth was unchanged in July. We think that this pause in the EM recovery should prove to be temporary and we continue to... 30th September 2016 · 1 min read
Asia Economics Weekly New president of the Philippines risks undoing recent gains When Rodrigo Duterte became president of the Philippines on 30 th June, we warned that although the fundamentals were in place for the economy to grow strongly, his election had made the outlook much... 30th September 2016 · 1 min read
India Economics Update FDI inflows should recover soon Concerns in some quarters over the slowdown in foreign direct investment (FDI) inflows in Q2 appear to be overdone. For a start, a smaller current account deficit means that India is now far less... 30th September 2016 · 1 min read
Emerging Markets Financial Risk Monitor China still towards the top of EM worry list Our CERI suggests that financial risks for the average EM are the lowest in over 20 years. Even so, there are pockets of vulnerability. The CERI is flashing warning signs in Egypt, Colombia, Venezuela... 29th September 2016 · 1 min read
Asia Economics Update Taiwan’s central bank to resume easing cycle next year Taiwan’s central bank (CBC) kept its policy rate on hold today at 1.375%, but with growth likely to remain subdued and inflationary pressures very weak, we think it will resume its easing cycle soon. 29th September 2016 · 1 min read
Asia Data Response Vietnam GDP (Q3) The weakness in Vietnam’s economy so far this year has been down to the agriculturesector, which has been hit hard by a drought. But with weather patterns nowreturning to normal, growth should rebound... 29th September 2016 · 1 min read
Asia Economics Update Duterte’s antics hits sentiment in the Philippines Financial markets in the Philippines have fallen in September amid growing concern over the increasingly erratic behaviour of the country’s new president, Rodrigo Duterte. 28th September 2016 · 1 min read
RBI Watch New governor to opt for policy continuity Much of the commentary in the run-up to Dr Urjit Patel’s first policy meeting as RBI governor on 4th October has been focused on whether he will take on the mantle of his predecessor Raghuram Rajan... 28th September 2016 · 1 min read
Emerging Europe Economics Update EM-wide inflation drops to seven-year low EM inflation is now at a seven-year low. Looking ahead, it is set to ease further in most major commodity producing EMs over the coming months, providing central banks with room to cut interest rates. 27th September 2016 · 1 min read
Asia Economics Weekly Myanmar: A six month progress report In the six months since Myanmar’s new civilian government took power, it has made a decent start in addressing some of the country’s problems. However, Myanmar will not fulfil its potential unless the... 23rd September 2016 · 1 min read
Asia Economics Update Interest rates to stay low in the Philippines With the economy growing strongly but inflation under control, today’s decision by the central bank inthe Philippines (BSP) to keep its main policy rate on hold at 3.0% came as no surprise. Looking... 22nd September 2016 · 1 min read
India Economics Update Government moves a step closer to establishing new MPC The government’s announcement today of the names of three members marks another step towards the creation of a policy-setting monetary policy committee (MPC). The announcement also confirms that the... 22nd September 2016 · 1 min read
