Asia Economics Update Economic growth in Vietnam to slow We have cut our growth forecast for Vietnamese GDP next year to a below-consensus 5%. The cut is due to a combination of persistently high inflation, continued monetary policy tightening, mounting... 27th October 2011 · 1 min read
Asia Economics Update India hikes rates for last time in the cycle While the Reserve Bank of India’s (RBI) decision to hike its repo rate by a further 25bp today was widely expected, what is more surprising is how explicitly it signalled that this is likely to be the... 26th October 2011 · 1 min read
Asia Economics Update How vulnerable is Indonesia to a global financial crisis? In the event of a global financial crisis stemming from the sovereign debt problems in Europe, there will be major concerns over Indonesia’s exposure to volatile capital flows, its vulnerability to... 25th October 2011 · 1 min read
Asia Economics Weekly Exporters start to struggle Supply-chain disruptions and weak demand for electronics had pulled down export growth in emerging Asia even before worries about the global outlook intensified recently. But exports have fared well... 25th October 2011 · 1 min read
Asia Chart Pack Policy loosening begins As fears mount over the outlook for the global economy and inflationary pressures continue to ease, policymakers across the region are increasingly looking to support demand. Over the past month... 22nd October 2011 · 1 min read
Global Economics Focus Sovereign Debt: are the emerging markets immune? Emerging markets are not immune from the deepening debt crisis in the developed world, but most are well-placed to deal with the fallout. China faces a difficult structural transition of its own but... 21st October 2011 · 1 min read
Asia Economics Update Interest rate cuts in the Philippines only a matter of time The central bank in the Philippines (BSP) left its policy rate on hold at 4.5% today, as expected. However, with inflation set to fall over the coming year, economic activity weak and fears... 21st October 2011 · 1 min read
Asia Economics Update Bank of Thailand to cut next year The Bank of Thailand (BoT) kept its one-day repo rate at 3.5% today, as expected. The BoT’s concerns are rightly shifting from tackling inflation to supporting growth. Most analysts predict that the... 20th October 2011 · 1 min read
Global Economic Outlook Growing risk of another recession We expect growth to be very low or negative in most advanced economies next year. The euro-zone is already heading for recession, and if its public debt and banking crisis is not contained, the rest... 20th October 2011 · 1 min read
Asia Economics Weekly Does Asia still have fiscal firepower? Governments in Malaysia and the Philippines have recently announced big increases in spending to support their economies. But in the event that the developed world slips back into recession, not every... 18th October 2011 · 1 min read
Asia Economics Update Indian inflation stays high, despite slower growth Wholesale price inflation data for India, released today, suggest the Reserve Bank of India (RBI) is likely to go ahead and raise its repo rate by a further 25bp, to 8.5%, at its next rate-setting... 15th October 2011 · 1 min read
Asia Economics Update More policy loosening on the way in Singapore The Monetary Authority of Singapore (MAS) loosened its policy settings today by targeting a slower pace of currency appreciation. Q3 GDP figures, also released today, show that the economy had little... 15th October 2011 · 1 min read
Asia Economics Update Korea’s central bank to cut next year The Bank of Korea (BoK) kept its base rate at 3.25% today, as expected. The BoK’s commentary suggests it still expects to resume rate increases once concerns over the outlook for the global economy... 14th October 2011 · 1 min read
Asia Economics Update Indonesia changes course on interest rates Bank Indonesia (BI) unexpectedly cut its reference rate by 25bp to 6.5% today. We expect difficult economic conditions in the developed economies and falling inflation in Indonesia to bring more... 12th October 2011 · 1 min read
Asia Economics Weekly Falling inflation will provide a welcome boost Inflation appears to have peaked in most of emerging Asia, opening the door for rate cuts across much of the region next year. In this week’s key events, policy rate decisions from Sri Lanka... 11th October 2011 · 1 min read
Asia Economic Outlook Asia set to weaken but still outperform A slowdown in developed economies in 2012-13 is set to pull down growth in emerging Asia to a below-trend pace. However, the region’s healthy fundamentals mean that emerging Asia should once again be... 6th October 2011 · 1 min read
