Asia Economics Weekly Is there anything left of the Asia decoupling story? 16th February 2009 · 1 min read
Japan Chart Pack Down but not out (Feb 09) The speed and extent of the collapse in Japanese exports should at least mean that the immediate adjustment to weaker global demand has now largely run its course. The fall-out in terms of the damage... 16th February 2009 · 1 min read
UK Economics Update QE will not eradicate deflation dangers The uncertainties over the likely effectiveness of unconventional monetary policy measures and the potentially negative effect on inflation expectations suggest that the imminent adoption of... 12th February 2009 · 1 min read
Asia Economics Focus Surging bank loans not enough to save China China’s banks seem to be playing their part in financing the government’s stimulus plans. But the rest of the economic data is bleak. 12th February 2009 · 1 min read
Asia Economics Update Further rate cuts in India imminent alongside fiscal easing With the economy reeling from the slowdown overseas and a domestic credit crunch, and with limited room for fiscal easing, the Reserve Bank of India (RBI) will cut rates fairly soon. We think the RBI... 12th February 2009 · 1 min read
Asia Economics Update Bank of Korea heading towards zero. The Bank of Korea’s decision to cut the policy rate by 50bp to a fresh low of 2.0% signals its determination to support a crumbling economy. We had already expected rates to fall to 1%, but the... 12th February 2009 · 1 min read
China Economics Focus Surging bank loans not enough to save China China’s banks seem to be playing their part in financing the government’s stimulus plans. But the rest of the economic data is bleak. 12th February 2009 · 1 min read
