Asia Economics Weekly Philippines well placed to grow strongly after the election With six months to go before presidential elections in the Philippines, and the incumbent, Benigno Aquino, barred from running again, attention has started to turn to who will replace him. Although... 6th November 2015 · 1 min read
Asia Economics Weekly Credit slowdown has further to run Credit growth has continued to weaken in most of the countries which we have previously highlighted as being most at risk of a crisis. The two exceptions are China and Vietnam. Although an... 30th October 2015 · 1 min read
Asia Economics Update Regaining some lost ground Financial markets in Asia have fallen back following the US Fed’s monetary policy statement on Wednesday, which struck a more hawkish tone than many had expected. Despite the most recent falls, almost... 29th October 2015 · 1 min read
Asia Chart Pack Vietnam and Bangladesh exports bucking the trend Fossil fuels should continue to be the world’s most important energy source for the foreseeable future. However, renewable energy production will grow rapidly and become an increasingly large part of... 27th October 2015 · 1 min read
Asia Economic Outlook Emerging Asia set for recovery The jump in Egyptian inflation to 9.2% y/y in September was driven almost entirely by a rise in the volatile food component. While we do expect inflation to fall back again, last month’s data mean an... 12th October 2015 · 1 min read
Asia Economics Update Panic subsides, but pessimism lingers Although the China-led panic that swept through Asian markets in August has subsided over the past month, most of the region’s currencies and equity markets still recorded losses. Investor sentiment... 30th September 2015 · 1 min read
Asia Economics Focus The Philippines needs to invest more Economic growth across large parts of Emerging Asia has slowed over the past couple of years. One important exception to this trend is the Philippines, where a strong recent performance has raised... 23rd September 2015 · 1 min read
Asia Chart Pack Time to worry about a weak rupiah? The Indonesian rupiah has fallen again over the past week, hitting a fresh 17-year low against the US dollar. The sharp drop in the currency, which is down by a cumulative 33% since the start of 2013... 23rd September 2015 · 1 min read
Asia Economics Weekly Why have exports been so weak? The slump in commodity prices accounts for most of the decline in Asian exports this year, even in countries which are not major commodity exporters. 11th September 2015 · 1 min read
Asia Economics Update Asian markets bear brunt of China-led sell-off Asian financial markets have been at the centre of the recent financial market turmoil that was triggered by fears about the health of the Chinese economy. The sell-off has raised concerns that a... 31st August 2015 · 1 min read
Asia Chart Pack Foreigners head for the exits The financial turmoil of the past month in Asia has seen foreign investors scramble for the exit. Net foreign outflows from the region’s equity markets have reached nearly US$10bn so far in August... 27th August 2015 · 1 min read
Asia Data Response Philippines GDP (Q2) GDP growth in the Philippines rebounded in the second quarter after slipping to its slowest rate in over three years in Q1. Conditions in the domestic economy look healthy, and a recovery in exports... 27th August 2015 · 1 min read
Asia Economics Update Interest rates in the Philippines to remain on hold for a while yet The central bank in the Philippines (BSP) today left its policy rate on hold at 4.0%. With growth set ton recover in the coming quarters, but inflation likely to remain low, we think the central bank... 13th August 2015 · 1 min read
Asia Economics Update Asian currencies caught up in EM sell-off Asian currencies have been caught up in a general sell-off of EM assets this month, as interest rate hikes in the US have started to loom. Some currencies are now at or close to multi-year lows. That... 30th July 2015 · 1 min read
Asia Chart Pack Bigger risks to growth in Malaysia than 1MDB scandal The controversy surrounding the state investment company, 1Malaysia Development Bhd (1MDB), has intensified in recent days after Prime Minister Najib Razak, who has been accused of taking money from... 29th July 2015 · 1 min read
Asia Economic Outlook Credit slowdown to weigh on Asian growth After a poor start to 2015, we expect growth in Emerging Asia to pick up in the second half of the year as the benefits of lower oil prices and loose monetary policy filter through to the domestic... 16th July 2015 · 1 min read
