Global Markets Focus Is a bubble forming in financial markets in the emerging world? The yield of the JP Morgan Emerging Market Bond Index Plus recently fell to its lowest ever level, while the annual average dollar-based return from the MSCI Emerging Market Index of equities has been... 8th February 2013 · 1 min read
Emerging Markets Economics Focus Are Emerging Markets about to take off? Our Emerging Market GDP trackers suggest that growth across the emerging world has picked in recent months. We expect a further acceleration over the first half of this year, but sustaining the... 7th February 2013 · 1 min read
Emerging Markets Economics Update EM consumers go their separate ways Strong employment growth, coupled with favourable credit dynamics, should ensure that consumer spending continues to outperform in Emerging Asia over the coming years. By contrast, consumption looks... 6th February 2013 · 1 min read
Emerging Markets Economics Update Major EM regions all now reporting stronger growth The ongoing recovery in emerging world manufacturing looks increasingly broad based. The PMIs for Latin America and Emerging Asia have risen rapidly since mid-2012 and the latest figures point to a... 5th February 2013 · 1 min read
Asia Economics Update Strong and steady growth to continue in Indonesia Indonesia recorded another quarter of strong growth in Q4, with the pace of growth down only slightly from the previous quarter. Although weak global demand will remain a drag on the economy in 2013... 5th February 2013 · 1 min read
Asia Economics Weekly Is yen weakness a threat to emerging Asia? The yen has significantly weakened against Asian currencies in the last few months. Given the similarity of many of their exports, Korean exporters look most vulnerable to a depreciating yen. However... 4th February 2013 · 1 min read
Asia Economics Update January PMIs suggest industry faltering The January PMIs for emerging Asia were disappointing. Improving global sentiment should provide a small boost to Asian industry in coming months, but conditions overall are likely to remain weak. 1st February 2013 · 1 min read
Emerging Europe Economics Update Inflation looks to have bottomed out Having dropped to a near-three-year low, EM inflation looks to have now bottomed out. Inflation is likely to rise further in the near term due to strengthening demandside pressures and increases in... 1st February 2013 · 1 min read
Emerging Markets Economics Update EM recovery continues Our EM GDP Tracker suggests that the emerging market recovery is strengthening and that growth accelerated in the final months of last year. Asia and Latin America are still leading the recovery, but... 31st January 2013 · 1 min read
Asia Economics Update Strong Q4 growth in the Philippines, but will it last? GDP growth in the Philippines remained strong in Q4, with the pace of expansion slowing only slightly from the previous quarter. Although we remain upbeat about medium-term prospects, growth is likely... 31st January 2013 · 1 min read
Asia Economics Update Taiwan's growth likely to be lacklustre this year Today’s GDP data from Taiwan show that the economy ended 2012 on a strong note. But Taiwan remains vulnerable to a renewed deterioration in global sentiment, which we think is likely this year... 31st January 2013 · 1 min read
Asia Economics Update India's stubborn inflation limits room for further loosening The Reserve Bank of India (RBI) met expectations that it would cut its key policy rate today. However, the accompanying policy statement suggests there may be only limited further policy loosening... 29th January 2013 · 1 min read
Asia Economics Weekly Peso strength and rupiah weakness to continue Despite a similarly strong economic performance last year, the currencies of Indonesia and the Philippines have gone in opposite directions, with the peso significantly outperforming the rupiah. In... 28th January 2013 · 1 min read
Asia Chart Pack A strong finish to 2012 Emerging Asia’s GDP growth looks to have rebounded in the final quarter of last year, led by strength in South East Asia. Meanwhile, inflation remains comfortably low for policymakers in most... 25th January 2013 · 1 min read
Emerging Markets Economics Chart Pack Bright start to the year Emerging markets are in a sweet spot at the moment. Economic growth appears to have accelerated towards 5% y/y in Q4 of last year, led by a rebound in the Chinese economy. At the same time, aside from... 24th January 2013 · 1 min read
Asia Economics Update Korea's weak growth underlines need for policy support Korea’s Q4 GDP data show that the economy ended 2012 on a weak note. We think growth is unlikely to rebound strongly anytime soon, while inflation looks set to remain low. Accordingly, we maintain our... 24th January 2013 · 1 min read
