Asia Economics Update Korean economy still strong in early Q4 October data released over the last few days show that Korea’s economy retained much of its momentum going into Q4. Capacity use is back at pre-crisis levels and house prices are still rising. The... 2nd November 2009 · 1 min read
Asia Economics Update People’s Bank signals sharp growth slowdown in China The latest PMI data support our view that growth in China remains strong. However, the People’s Bank appears to disagree, with potentially major implications for the policy outlook. 2nd November 2009 · 1 min read
Europe Commercial Property Update RICS survey more upbeat, except for Europe Overall, the latest RICS survey of global commercial property markets was more upbeat than the last. However, the improvements were mostly evident in Asia. Within Europe, both occupier and investment... 2nd November 2009 · 1 min read
UK Economics Chart Pack UK one of the last to escape recession The news that the economy failed to emerge from recession in the third quarter highlighted that the recovery will be a long and painful process. Not only is this now the longest recession since at... 2nd November 2009 · 1 min read
Asia Economics Weekly Indonesia on course for return to investment grade 2nd November 2009 · 1 min read
Japan Economics Update Falling unemployment eases pressure on Bank of Japan The Bank of Japan has announced a timetable for the withdrawal of some emergency facilities that have become increasingly redundant. But the Bank’s own forecasts of persistent deflation confirm that... 30th October 2009 · 1 min read
Asia Economics Update September data confirm acceleration in Thai GDP The recovery in the Thai economy gathered momentum in the third quarter, boosted by investment and household consumption. While growth is likely to stay strong in the final quarter and over 2010 we... 30th October 2009 · 1 min read
Asia Economics Update Falling unemployment eases pressure on Bank of Japan The Bank of Japan has announced a timetable for the withdrawal of some emergency facilities that have become increasingly redundant. But the Bank’s own forecasts of persistent deflation confirm that... 30th October 2009 · 1 min read
Latin America Chart Pack Still some upside left for financial markets After a stellar rise from March’s lows, financial markets across Latin America have wobbled over the past week amid fears that a number of countries might follow Brazil’s lead and impose controls on... 30th October 2009 · 1 min read
UK Housing Market Update Mortgage lending spreads – why are they so wide? Although market interest rates edged down in September, mortgage interest rates remained stable. As a result, mortgage lending spreads, already at unprecedented levels, widened further. We suspect... 30th October 2009 · 1 min read
