China Economics Focus Can Asia avoid the middle-income trap? Most of emerging Asia should continue to grow rapidly for at least another decade, and much longer if the right policy choices are made. The key exception is China where, despite a bright long-run... 5th July 2011 · 1 min read
Global Economics Focus Capital flows to emerging markets: an accident waiting to happen? Fears of a widespread bubble in emerging markets look overdone, but there are growing signs that rapid capital inflows are stoking problems in several countries. We think the biggest risks lie in... 2nd July 2011 · 1 min read
Asia Chart Pack Managing inflation and avoiding asset bubbles Inflation remains high across much of the region and policy rates have moved up in India, Korea, Taiwan and Thailand in recent weeks. More policy tightening is on the way in Asia. However, concerns... 1st July 2011 · 1 min read
Asia Economics Update Taiwan’s slow tightening cycle still has far to go Taiwan’s slow pace of interest rate hikes is likely to continue into next year against a backdrop of strong economic growth and lingering property price concerns. 1st July 2011 · 1 min read
Global Markets Focus Will emerging markets outperform again? The relative valuations of emerging market equities and bonds are no longer as attractive as they have been in the past. But the fears of overheating and hard landings that have held many back so far... 1st July 2011 · 1 min read
Asia Economic Outlook End of Asia’s policy tightening in sight Policy rates across Emerging Asia are likely to rise further towards pre-crisis levels in the coming months. However,tightening cycles should end next year with rates below their 2008 peaks. Most... 1st July 2011 · 1 min read
Asia Economics Weekly What's driving the surge in India's exports? The strength of the recent surge in India’s exports is partly a result of the rise in prices of commodities, and particularly metals. As such, we expect export growth to moderate in the coming months... 28th June 2011 · 1 min read
Asia Economics Weekly Singapore's economy set for a soft landing Singapore’s small, open economy is susceptible to weakening global conditions, but we believe that growth will prove to be resilient this year. Strengthening domestic demand and intraregional links... 21st June 2011 · 1 min read
Asia Economics Weekly Singapore's economy set for a soft landing Singapore’s small, open economy is susceptible to weakening global conditions, but we believe that growth will prove to be resilient this year. Strengthening domestic demand and intraregional links... 21st June 2011 · 1 min read
Asia Economics Update More policy tightening to come in the Philippines The Philippines’ central bank (BSP) unexpectedly left its overnight rate at 4.5% today, but it did tighten policy settings by hiking its reserve-requirement ratio. Growth in 2011-12 looks set to be... 17th June 2011 · 1 min read
Asia Economics Update Reserve Bank of India hikes again, but not for last time The Reserve Bank of India’s (RBI) decision to raise its repo rate by 25bp to 7.5% from today was widely expected following the further rise in inflation in May. We now expect inflation to peak at... 17th June 2011 · 1 min read
Asia Economics Update Sri Lanka's central bank likely to tighten later this year The Central Bank of Sri Lanka (CBSL) kept its policy rates on hold today, as expected. Core inflation is low, but current policy settings are very accommodative while the economy is set for another... 15th June 2011 · 1 min read
Asia Economics Weekly End of Korea's tightening cycle in sight The Bank of Korea's decision to raise its policy rate by 25bp to 3.25% on Friday surprised the consensus which had expected no change but was in line with our view. We expect another hike in Q3 and... 14th June 2011 · 1 min read
Asia Economics Update Bank Indonesia to tighten again this year Bank Indonesia (BI) kept its reference rate at 6.75% today, as was widely anticipated. The central bank is still relying on rupiah appreciation to ease the blow from higher commodity prices... 9th June 2011 · 1 min read
Asia Economics Update Australia's cash rate still likely to be hiked this year The Reserve Bank of Australia (RBA) held its cash rate at 4.75% today, as expected. The global economy looks to be slowing, but above-trend growth is nonetheless still likely in Australia and there is... 7th June 2011 · 1 min read
