Asia Economics Weekly Property prices in Asia - an update Last year we identified Hong Kong, Vietnam, Singapore and Taiwan as places where property markets were showing signs of overheating. This Weekly examines how property prices in the region have fared... 1st October 2012 · 1 min read
Asia Economics Update India's external deficit remains a concern India‘s current account deficit fell in the second quarter of the year, but only slightly. The deficit remains high and India is still dependent on fragile portfolio investment. In these circumstances... 28th September 2012 · 1 min read
Emerging Markets Economic Outlook Shifting down the gears We expect emerging market (EM) growth to slow to around 4.5% in 2013, with only a modest pick-up to 5.0% in 2014. This would be some way below average growth of 6.1% seen since 2000. What’s more... 27th September 2012 · 1 min read
Asia Economics Update Weak Q3 growth in Vietnam, improvement unlikely soon Vietnam looks on course to report its weakest pace of full-year growth in over a decade after figures released today showed the economy is continuing to struggle. Problems in the banking sector, which... 27th September 2012 · 1 min read
Asia Economics Weekly Asian equities to continue to underperform A third round of quantitative easing in the US and policy actions in other major economies have boosted risk appetite and lifted equities in Asia. But the region’s equity markets are still on course... 21st September 2012 · 1 min read
Asia Economics Update New Zealand set for subdued growth Today’s GDP data show that New Zealand’s economy lost momentum in Q2, as was expected after a strong start to the year. We expect growth to settle at close to its trend rate over the coming quarters... 20th September 2012 · 1 min read
Asia Chart Pack Asia’s asset prices lifted by global policy stimulus Economic data in Asia have continued to be soft, mainly due to weakness in exports. Asset prices across the region have nonetheless been boosted by policy actions in the US and other major economies... 19th September 2012 · 1 min read
Commodities Focus Rice prices to fall further as Thai exports recover Thailand’s exports of rice in 2012/13 are likely to be some 20-40% higher than the latest estimates for 2011/12. This should enable Thailand to regain its position as the world’s top rice exporting... 19th September 2012 · 1 min read
Asia Economics Update Indian government bites the bullet on reforms Friday’s decision to liberalise foreign investment goes some way to dispel the impression of policy paralysis in Delhi. However, implementation of these reforms will be slow, and further measures are... 17th September 2012 · 1 min read
Asia Economics Weekly Three scenarios for Vietnam's crisis-hit economy High-profile arrests related to one of Vietnam’s biggest banks have brought problems in the country’s banking sector to the fore. This week’s lead article considers three scenarios for how Vietnam’s... 17th September 2012 · 1 min read
Asia Economics Update Jump in Indian inflation pushes back rate cuts Today’s announcement that inflation rose to 7.6% in August eliminates any residual chance that India’s central bank will cut rates on Monday. Indeed, we now expect monetary policy to remain on hold... 14th September 2012 · 1 min read
Asia Economics Update Still waiting for budget reforms in India The newly appointed Finance Minister has promised to get the public finances onto a more stable footing. But he has been slow to act and in the mean time the deficit has continued to widen. 13th September 2012 · 1 min read
Asia Economics Update Bank of Korea likely to cut again The Bank of Korea (BoK) unexpectedly held its policy rate at 3% today. Nevertheless, we still believe that global growth will continue to disappoint and that more policy stimulus will be needed to... 13th September 2012 · 1 min read
Asia Economics Update New Zealand’s cash rate still likely to be cut The Reserve Bank of New Zealand (RBNZ) kept its policy rate at 2.5% today, as was widely anticipated. Most analysts expect the Bank to embark on significant policy tightening next year. In contrast... 13th September 2012 · 1 min read
Asia Economics Update Is inflation about to reach a turning point? Headline inflation rates across emerging Asia, which had been trending lower this year, look set to pick up in coming months. Nonetheless, inflation in the region is unlikely to rise sharply and... 11th September 2012 · 1 min read
Asia Economics Weekly Asia’s policymakers ready to act again All five central banks which announce their policy rate decisions this week are likely to signal that global worries are a key downside risk for local growth. Only in Korea do we expect a policy rate... 7th September 2012 · 1 min read
