Emerging Markets Economic Outlook Recovery falters The latest data suggest that the EM recovery may already be running into headwinds. With policy set to remain loose in most economies, EM growth is probably not about to slow again and will far... 10th April 2013 · 1 min read
Emerging Markets Economics Update China's economic rebound failing to save others Hopes that the rebound in China’s economy will help other EMs look set to be disappointed. Chinese trade data for March will be released later this week (Wednesday). But so far at least, the recovery... 9th April 2013 · 1 min read
Asia Economics Focus The winners and losers from China's rise China has come to play a key role as an assembly hub at the centre of increasingly sophisticated supply chain networks. For the rest of Asia, the main winners from this process have been those... 8th April 2013 · 1 min read
Asia Economics Weekly Malaysia's election - what it means for the economy Malaysia’s government dissolved parliament on Wednesday, leaving the election commission a 60-day window in which to call an election. This Weekly explains why, although an opposition victory is... 8th April 2013 · 1 min read
Asia Economic Outlook South East Asia to outperform Emerging Asia began the year with plenty of momentum, but the recovery is already showing signs of losing steam. Growth in 2013-14 is likely to be slower than has been the norm. Lacklustre global... 4th April 2013 · 1 min read
Emerging Markets Economics Update EM manufacturing losing steam The latest PMIs suggest that manufacturing in the emerging world stuttered last month. Activity slowed further in emerging Europe and Latin America. The only region where activity accelerated was... 3rd April 2013 · 1 min read
Asia Economics Weekly Philippines - no longer the "sick man of Asia" Fitch Ratings became the first major rating agency to grant the Philippines investment grade status when it upgraded the country last Wednesday. Other agencies are likely to follow soon. This Weekly... 1st April 2013 · 1 min read
Emerging Europe Economics Update Rise in inflation to be limited Emerging market inflation has risen in recent months and is set to continue along this upward path in the near future. Looking further ahead, however, weak core price pressures combined with the fact... 27th March 2013 · 1 min read
Emerging Markets Economics Update BRICS summit more about politics than economics At their summit in South Africa today and tomorrow, leaders of the BRICS are expected to announce progress towards setting up a development bank and to outline a plan to pool some of their foreign... 26th March 2013 · 1 min read
Asia Chart Pack Signs that Asia's recovery may be losing steam Economic activity in emerging Asia rebounded strongly in the final quarter of last year. However, there are signs that the recovery may be running out of steam. Our GDP tracker dipped slightly in... 26th March 2013 · 1 min read
Asia Economics Update Another rate cut in Vietnam, further loosening likely The central bank in Vietnam today announced the seventh reduction in interest rates in just over a year. The move comes in response to very weak growth and subdued price pressures. With the economy... 25th March 2013 · 1 min read
Asia Economics Weekly Will Asia’s export recovery last? Asian exports have strengthened considerably in recent months, providing a boost to regional growth. This Weekly looks at what has been driving the rebound, and explains why a strong and sustained... 25th March 2013 · 1 min read
Asia Economics Update New Zealand near-term outlook marred by drought New Zealand’s economy grew faster than expected in Q4. Reconstruction spending is finally ramping up, but growth will be held back by a drought that has hit North Island. 21st March 2013 · 1 min read
Emerging Markets Economics Chart Pack Sentiment has turned against EM assets Sentiment toward EM assets has turned negative over the last month despite the relatively upbeat performance of many developed markets. Equities have come off recent highs, currencies have mostly... 20th March 2013 · 1 min read
Asia Economics Update India’s central bank becoming hamstrung by macro risks The Reserve Bank of India stuck to the script and eased monetary policy today. Looking ahead, the market consensus is for another 25bp cut before year-end. However, we expect a long policy hold. While... 19th March 2013 · 1 min read
Emerging Markets Economics Update EM recovery falters Our EM GDP Tracker provides tentative evidence that the recent emerging market recovery is losing steam. Growth slowed slightly in Emerging Asia and Latin America in January, and continues to be very... 18th March 2013 · 1 min read
