Asia Economic Outlook Decoupling is back (Q4 09) We expect the upswing in emerging Asia to stay relatively strong in coming quarters. The more trade-dependent economies will be held back by the long drawn-out recoveries that are likely in the US and... 24th November 2009 · 1 min read
Asia Economics Update First Philippine rate rise still some way off Today the Philippine central bank, as expected, left its policy rate unchanged at 4% and retained a neutral bias. Damage from recent storms has made the near term outlook more uncertain. But we still... 5th November 2009 · 1 min read
Asia Economics Update First Philippine rate rise likely in Q2 2010 Today the Philippines’ central bank, as expected, left its policy rate unchanged at 4% and retained a neutral bias. The economic impact of Tropical Storm Ketsana should be small and the GDP upswing is... 1st October 2009 · 1 min read
Asia Economics Update The Philippines should keep surprising on the upside Today it was the Philippines’ turn to announce a far stronger-than-expected Q2 GDP gain. As elsewhere in Asia, it is the resilience of domestic demand which is pulling the economy through, but the... 27th August 2009 · 1 min read
Asia Economics Update The Philippines is leaving its past behind Yesterday’s debt rating upgrade from Moody’s was catch-up and long overdue but does at least acknowledge the increased resilience of the Philippine economy to global shocks and its likely higher long... 24th July 2009 · 1 min read
Asia Economics Update Philippines’ 50bp rate hike unlikely to be replicated elsewhere The decision by the Philippines’ central bank to raise the benchmark interest rate by a larger-thanexpected 50bp to 5.75% should not be taken as a signal that other Asian central banks are about to... 17th July 2008 · 1 min read
