Asia Economics Weekly Good news on inflation (except in the Philippines) The past week has brought mostly good news on the inflation front. Of the nine countries in the region to have reported November inflation figures, the y/y rate dropped or was stable in eight of them... 9th December 2022 · 6 mins read
Asia Chart Pack Consumer resilience unlikely to last Most countries in the region have now reported GDP figures for the third quarter, and growth was generally faster than we (and the consensus) had expected. One factor behind this resilience was the... 29th November 2022 · 15 mins read
Asia Economics Update Philippines: more rate hikes coming The central bank of the Philippines (BSP) today raised its main policy rate by a further 75bps (to 5.0%), and we think further tightening is likely in the near term. But with inflation having probably... 17th November 2022 · 3 mins read
Asia Data Response Philippines GDP (Q3) The Philippines economy rebounded in the third quarter of the year, but we expect growth to slow over the coming months as high inflation, rising interest rates and weaker global demand weigh on... 10th November 2022 · 2 mins read
Asia Chart Pack Policymakers increase currency support Central banks across the region have been stepping up the pace of intervention in foreign exchange markets to support their currencies, resulting in a drop in FX reserves. In most countries, reserves... 31st October 2022 · 15 mins read
Event Asia Drop-In: China’s Congress, more yen weakness, hawkish central banks and more 1666857600 Economists from across our Asia teams were online for this 20-minute briefing on the region’s big investment stories.
Asia Data Response Manufacturing PMIs, Korea Trade, Indonesia CPI Manufacturing PMIs across the region were downbeat in September, as new export orders declined again. We expect conditions to remain subdued, as weaker global demand, high inflation and tighter... 3rd October 2022 · 2 mins read
Asia Economics Update Philippines: further hikes in the near term The central bank of the Philippines (BSP) today raised its main policy rate by another 50bp (to 4.25%), and signalled that more hikes were likely in the near term. While further tightening is likely... 22nd September 2022 · 3 mins read
Asia Economics Update Philippines: tightening cycle still has some legs The central bank in the Philippines (BSP) today raised its policy rate by a further 50bps to 3.75%, and gave a strong indication that more rate hikes are likely over the coming months. That said, with... 18th August 2022 · 3 mins read
Asia Economics Weekly Better news on inflation, as growth disappoints The recent national accounts data show most countries experienced a difficult second quarter. However, there was some more encouraging news on inflation – which already appears to have peaked in a few... 12th August 2022 · 6 mins read
Asia Data Response Philippines GDP (Q2) Economic growth in the Philippines unexpectedly slowed in Q2 and we expect growth to remain subdued in the second half of 2022 as high commodity prices, rising interest rates and weaker global demand... 9th August 2022 · 3 mins read
Asia Economics Weekly Lift-off for the Bank of Thailand Thailand is one of the few countries in the region not to have raised interest rates this year, but that looks set to change on Wednesday. We, along with the majority of other analysts, are expecting... 5th August 2022 · 6 mins read
Asia Economics Weekly “Build, Build, Build” is back, better news on inflation The president of the Philippines, Ferdinand “Bongbong” Marcos Jr., earlier this week pledged to resume the “Build, Build, Build” infrastructure programme of his predecessor, Rodrigo Duterte. While... 29th July 2022 · 6 mins read
