Emerging Markets Economics Chart Pack Growth slowdown prompts further easing Economic activity across the emerging world looks to have moderated since the start of the year, with our GDP tracker pointing to weaker growth in Emerging Europe, Emerging Asia and Latin America... 15th May 2013 · 1 min read
Asia Economics Update Malaysia’s economy to settle at a slower growth rate Today’s GDP data show that Malaysia’s economy slowed more than expected in Q1. Subdued global demand is likely to prevent a strong recovery over the coming quarters. 15th May 2013 · 1 min read
Asia Economics Update Australia’s public finances are still in good shape Australia’s government expects to make little headway in reducing its budget deficit in 2013/14. The government had previously been aiming to balance the budget in the current fiscal year, but... 15th May 2013 · 1 min read
Asia Economics Update Lower Indian inflation unlikely to result in imminent rate cut The continuing slide in India’s wholesale price inflation will come as a relief to policymakers, but expectations of another near-term rate cut are likely to be disappointed. The RBI will want to see... 14th May 2013 · 1 min read
Asia Economics Weekly Where next for interest rates in Vietnam and Sri Lanka? The central banks of Sri Lanka and Vietnam cut interest rates on Friday. This Weekly looks at the factors behind the rate cuts and explains why further monetary policy loosening is likely in both... 13th May 2013 · 1 min read
Asia Economics Update What does S&P’s upgrade mean for the Philippines? S&P today upgraded the Philippines to investment grade status, becoming the second major ratings agency to do so in just over a month. However, this is unlikely to have a major impact on government... 10th May 2013 · 1 min read
Emerging Markets Trade Monitor Exporters starting to struggle The latest trade data provide further evidence that Emerging Market exporters are starting to struggle. But while exports from Emerging Asia have continued to grow (albeit at a slower rate), exports... 10th May 2013 · 1 min read
Emerging Markets Economics Update EM debt: where do the risks lie? Total debt in emerging markets (EMs) is relatively low by international standards. But the history of EMs suggests that crises often occur when credit grows rapidly for several years rather than... 9th May 2013 · 1 min read
Asia Economics Update Further rate cuts in Korea likely by year-end The Bank of Korea unexpectedly cut interest rates today amid fears over the strength of the global economy and concerns about the weakness of the Japanese yen against the won. Low inflation means... 9th May 2013 · 1 min read
Asia Economics Update Australia likely to cut its policy rate again The Reserve Bank of Australia cut its cash rate by 25bp to 2.75% at its policy meeting today. We expect it to cut again before the end of Q3 to compensate for a cooling mining boom. 7th May 2013 · 1 min read
Asia Economics Update Growth in Indonesia to remain resilient Indonesia recorded another quarter of solid growth in Q1. Weak exports and lower commodity prices will act as a drag on the economy in 2013-14. However, as a domestically-driven economy, Indonesia is... 6th May 2013 · 1 min read
Asia Economics Weekly Major challenges await Pakistan after elections Pakistan will hold parliamentary elections on 11th May. The elections mark a watershed moment in the Pakistan’s political history, as they are the first time that one elected government will have... 6th May 2013 · 1 min read
Asia Economics Update India set to take a more cautious approach to rate cuts Today's policy rate cut by the Reserve Bank of India (RBI) is likely to be the last for several months. We think the RBI will pause to assess the impact of the 75bp of rate cuts seen so far this year... 3rd May 2013 · 1 min read
Emerging Markets Economics Update EM manufacturing recovery fades as BRICs lose steam The April manufacturing PMIs add to evidence that the emerging market (EM) recovery has lost pace in recent months. The slowdown has affected most EM regions, but the BRIC economies seem to have been... 3rd May 2013 · 1 min read
Asia Economics Update April PMIs point toward soft recovery The May PMIs for emerging Asia suggest the manufacturing recovery is still struggling for momentum. Importantly, new export orders faltered this month. Loose monetary policy will only partly... 2nd May 2013 · 1 min read
Emerging Markets Economics Update EM industrial boom a mostly Asian story Industrial output in the emerging world has increased by a remarkable 30% in the past five years. Yet impressive growth at an aggregate level masks a wide variation in the performance of individual... 1st May 2013 · 1 min read
