Asia Data Response Philippines GDP (Q4) The Philippines economy picked up strongly last quarter, largely owing to a rebound in government spending. We expect growth to remain strong in 2015, supported by recent improvements to the business... 29th January 2015 · 1 min read
Asia Economic Outlook Lower oil prices to support growth The recent sharp drop in global oil prices is a positive development for Emerging Asia. It will support growth in most economies and will put downward pressure on inflation, providing scope for... 14th January 2015 · 1 min read
Asia Chart Pack Sri Lanka faces tight election contest Sri Lanka’s presidential election, scheduled for 8 th January, is shaping up to be much closer than expected, with the current president, Mahinda Rajapaksa, now facing a genuine challenge from... 24th December 2014 · 1 min read
Asia Economics Update Rough end to the year for Asian markets Emerging Asia’s financial markets have not escaped the latest turmoil unscathed, but they have fared better than other EM regions. 18th December 2014 · 1 min read
Asia Economics Update Limited impact from Chinese rate cut Financial markets in Emerging Asia have on the whole had a fairly quiet month despite the recent Chinese rate cut and the expansion of the Bank of Japan’s programme of quantitative easing. 28th November 2014 · 1 min read
Asia Data Response Philippines GDP (Q3) The Philippines economy grew at its slowest pace in more than three years in the third quarter. However, a pick-up is likely over the coming quarters, as government spending recovers and exports... 27th November 2014 · 1 min read
Asia Chart Pack Retail spending picks up, but recovery uneven There has been a gradual recovery in retail spending in Emerging Asia during 2014. The top performing countries are Indonesia and Malaysia, where retail sales are expanding at a double digit pace. In... 26th November 2014 · 1 min read
Asia Economics Update Minimal impact from the end of QE3 Asia's financial markets have so far taken the end of QE3 largely in their stride. The performance of the region's currencies and equity markets has been fairly muted over the past month, while... 31st October 2014 · 1 min read
Asia Chart Pack No sign of improvement Economic growth in Emerging Asia is showing no sign of improvement. Our GDP tracker is pointing to growth of around 4.5% in the third quarter, which is roughly unchanged from the previous quarter and... 28th October 2014 · 1 min read
Asia Economics Update Rates on hold in the Philippines, but further hikes likely The decision to leave interest rates in the Philippines on hold at 4.0% today reflects a recent easing of inflationary pressures. Nevertheless, with credit still growing at an unsustainable pace and... 23rd October 2014 · 1 min read
Asia Economics Weekly Indonesia’s new president has his work cut out Joko Widodo, the outgoing mayor of Jakarta, who takes over as Indonesia’s president on Monday, is seen by some as the man to turn the country’s fortunes around. But while he has attracted plenty of... 17th October 2014 · 1 min read
Asia Economic Outlook Steady, if unspectacular, growth ahead Most economies in Emerging Asia are likely to see growth accelerate gradually over the next year, helped by a combination of stronger demand from advanced economies and relatively loose monetary... 8th October 2014 · 1 min read
Asia Economics Update Aussie and Kiwi dollars lead Asia’s currency sell-off Asia’s financial markets performed poorly in September, largely reflecting concerns about the outlook for US monetary policy. The New Zealand and Australian dollars were the worst performers, but... 30th September 2014 · 1 min read
Asia Chart Pack What is behind the recent currency weakness? Sizeable falls in a number of Asian currencies against the US dollar over the past month have rekindled unwelcome memories of last summer’s “Taper Tantrum”. As was the case during last year’s sell-off... 23rd September 2014 · 1 min read
Asia Economics Weekly Credit growth in Emerging Asia still unsustainable We have been arguing for some time that Emerging Asia’s credit binge is unsustainable, and that credit growth will need to slow for a crisis to be avoided. While there are encouraging signs that... 19th September 2014 · 1 min read
Asia Economics Update Further tightening likely in the Philippines The central bank in the Philippines (BSP) today hiked two key policy rates against a backdrop of increasing risks in the financial sector and rising inflationary pressures. We expect to see further... 11th September 2014 · 1 min read
