Asia Economics Weekly The dangers of decoupling Economic growth across Emerging Asia accelerated last quarter, as strong domestic demand compensated for weak exports. But while this “decoupling” has enabled Emerging Asia to shrug-off the weakness... 26th August 2016 · 1 min read
Asia Economics Weekly Export struggles to continue The recent improvement in export performance across Emerging Asia owes more to the fading effects of the collapse in commodity prices on export values than a recovery in underlying demand. We expect... 19th August 2016 · 1 min read
Asia Data Response Philippines GDP (Q2) Today’s Q2 GDP data for the Philippines show that President Rodrigo Duterte has taken over a country in good shape. Although the foundations are in place for growth to remain strong, Duterte’s... 18th August 2016 · 1 min read
Asia Economics Update Interest rates to stay low in the Philippines With the economy in good shape and inflation under control, today’s decision by the central bank inthe Philippines (BSP) to keep its main policy rate on hold at 3.0% came as no surprise. Looking ahead... 11th August 2016 · 1 min read
Asia Economics Weekly Referendum won’t solve Thailand’s problems Thailand’s upcoming referendum on a new constitution is unlikely to provide a lasting solution to the country’s political problems, and there is a real risk that tensions could once again flare up... 5th August 2016 · 1 min read
Asia Chart Pack New president of the Philippines makes encouraging start Investors in the Philippines have responded positively to the marked change inrhetoric of the country’s new president, Rodrigo Duterte. After spooking markets in the run-up to May’s presidential... 27th July 2016 · 1 min read
Asia Economics Weekly What will the Philippines look like under Duterte? Rodrigo Duterte, who will become the next president of the Philippines on 30 th June, will take over an economy in good health. We believe the foundations are in place for growth to remain strong, but... 24th June 2016 · 1 min read
Asia Economics Update Inflation set to rise, but central banks in no hurry to hike rates Inflation looks set to rise in most of Emerging Asia over the coming year, but probably not by enough to worry policy makers, who will look to keep interest rates low to support growth. 10th June 2016 · 1 min read
Asia Economics Focus Domestic strength can’t keep propping up Emerging Asia Economic growth in Emerging Asia has remained remarkably steady over the past year, even as export demand has stalled. However, policy support and lower oil prices will not continue to prop up... 2nd June 2016 · 1 min read
Asia Chart Pack Asia well-placed to cope with the Fed’s next rate hikes The US Fed looks set to increase interest rates soon, possibly as early as its June meeting, and we think it will end up hiking more than is generally expected over the next couple of years. However... 26th May 2016 · 1 min read
Asia Data Response Philippines GDP (Q1) Today’s Q1 GDP data for the Philippines showed that Rodrigo Duterte, the country’s president elect, will be handed an economy that is in very good health. The foundations are in place for growth to... 19th May 2016 · 1 min read
Asia Economics Update Low inflation means rates will remain low in the Philippines With the economy growing at a decent pace but inflationary pressures under control, today’s decision by the central bank in the Philippines (BSP) to keep its main policy rate on hold at 4.0% came as... 12th May 2016 · 1 min read
Asia Economics Update Where next for the Philippines? Rodrigo Duterte, the mayor of the fourth largest city in the Philippines, looks to have won today’s presidential election by a comfortable margin. Given how little has been said on the campaign trail... 9th May 2016 · 1 min read
Asia Economics Weekly Is the Philippines about to shoot itself in the foot? The Philippines has been one of the region’s few economic success stories over the past few years. But with the controversial Rodrigo Duterte riding high in the polls ahead of presidential elections... 6th May 2016 · 1 min read
Asia Economics Update Malaysian ringgit rebound continues Most currencies and equity markets are up so far this month. The Malaysian ringgit has continued to rebound strongly, but political uncertainty ahead of presidential elections in the Philippines is... 28th April 2016 · 1 min read
Asia Chart Pack Drought hits agricultural output in Thailand and Vietnam Vietnam and Thailand are facing their worst drought in decades, with water levels in the Mekong River at their lowest since 1926. The drought is already having an impact on growth. A decline in... 27th April 2016 · 1 min read
