Asia Economics Update What happens after Taiwan's election? China may respond to a victory for Tsai Ing-wen’s chosen successor in Saturday’s presidential election in Taiwan with stepped-up military drills. But any economic sanctions would almost certainly be... 10th January 2024 · 6 mins read
India Economics Update Why has FDI into India slumped? The sharp drop in net foreign direct investment (FDI) inflows into India over the past year was in part a consequence of the rise in global interest rates and the worsening global economic backdrop... 9th January 2024 · 5 mins read
Climate Economics Update Clearing the air on the economics of pollution Given the thick smog covering parts of South Asia, forcing schools to shut down and disrupting activity, this Update takes a closer look into the economics of air pollution. In light of the... 8th January 2024 · 3 mins read
Asia Economics Weekly BoK meeting, Philippines inflation, Asian elections The Bank of Korea looks almost certain to leave interest rates unchanged at its meeting on Thursday. But with inflation falling and concerns about the economy mounting, we expect the central bank to... 5th January 2024 · 6 mins read
China Economics Weekly Investors price in rate cuts, PBOC taps lending scheme In contrast to elsewhere, bond yields in China continued to drop this week as investors increasingly come around to our view that further cuts to policy rates and reserve requirements are imminent... 5th January 2024 · 7 mins read
Capital Daily 2024 could be a better year for the yen than the renminbi We expect the Japanese yen to make larger gains this year than the Chinese renminbi. 4th January 2024 · 5 mins read
Equities Update Chinese equities may keep trailing Indian ones While equities in China might make up some lost ground over the next few months relative to those in India, we suspect they’ll underperform over the longer term. In view of the wider interest, we are... 4th January 2024 · 4 mins read
Asia Economics Update A guide to elections across Asia in 2024 In a busy electoral calendar, seven countries in Emerging Asia will go to the polls this year. The votes will have important implications for geopolitics (Taiwan), long-term economic reform prospects... 3rd January 2024 · 5 mins read
Event Asia Drop-In: Taiwan election 2024 – Domestic and global implications 1705309200 In a busy year for elections worldwide, Taiwan’s is likely to be among the most consequential.
Asia Economics Update Manufacturing PMIs & Korean trade (December) The December PMIs for most economies in Emerging Asia stood well inside contractionary territory. The outlook for manufacturing in the region remains bleak in the near term as elevated inventory... 2nd January 2024 · 2 mins read
China Rapid Response PMIs (Dec.) The official and Caixin PMIs have moved in opposite directions recently. But taken together, they point to some improvement in economic momentum in December thanks to gains in services and... 2nd January 2024 · 4 mins read
Asia Rapid Response Singapore GDP (Q4, adv) Economic growth in Singapore accelerated in Q4 but the economy is set to enter a period of renewed weakness in the near term as support from external demand fades while domestic demand remains weak. 2nd January 2024 · 3 mins read
Asia Economics Update Vietnam: economic weakness to prompt rate cuts in 2024 GDP growth in Vietnam picked up in Q4 but this strength is unlikely to last if, as we expect, exports weaken and commercial banks pull back on lending in response to a sharp rise in non-performing... 29th December 2023 · 3 mins read
China Chart Pack China Chart Pack (Dec. 2023) China’s economy has regained some strength recently. We expect this to continue into 2024, on the back of support from fiscal policy and a further pick-up in household spending. But with property... 28th December 2023 · 1 min read
Asia Chart Pack Emerging Asia Chart Pack (December 2023) Our Emerging Asia Chart Pack has been updated with the latest data and our analysis of recent developments. Economic growth in most of Emerging Asia is likely to slow in the near term as weak global... 27th December 2023 · 0 mins read
Asia Economics Weekly Three key calls for 2024 Our three key calls for 2024 are that growth will struggle, inflation will fall and that central banks will start to cut interest rates sooner than most expect. 22nd December 2023 · 9 mins read
