Emerging Asia Economics Update What would US rate cuts mean for Asia? Expectations that the US will soon start to cut interest rates have provided a boost to Asian currencies in recent weeks. But if we are right that slowing growth in the US and the escalating trade war... 18th June 2019 · 1 min read
Emerging Asia Economics Focus Weaker growth is here to stay With productivity slowing and working age populations set to start falling across most of Asia, we expect regional growth to slow to just 3.5% in a decade’s time. This compares with average growth of... 12th June 2019 · 1 min read
Emerging Asia Economics Weekly Philippines inflation, Asia’s “currency manipulators” Signs that Philippines inflation continued to tumble in May suggest that the easing cycle there has further to run. Meanwhile, easing is also likely in Malaysia, Korea and Singapore in the second half... 31st May 2019 · 1 min read
Emerging Asia Chart Pack Who is winning the trade war? With the trade war between the US and China continuing to escalate, a clear winner is starting to emerge: Vietnam. Since around the middle of last year, Vietnam’s exports to the US have shot up by... 29th May 2019 · 1 min read
Emerging Asia Economics Update Weakest growth in a decade, further weakness ahead Growth slowed sharply in Emerging Asia last quarter, and is likely to remain fairly weak over the coming year, with looser fiscal and monetary policy unlikely to offset the drag from weaker global... 27th May 2019 · 1 min read
Emerging Asia Economics Weekly Won weakness, election season over The 6% decline in the Korean won since the start of the year does not pose a major threat to the economy. However, policymakers are clearly irked by the decline in the currency, with officials from... 24th May 2019 · 1 min read
Emerging Asia Economics Update Indonesia: rate cuts unlikely despite dovish shift Bank Indonesia (BI) left rates unchanged at 6.0% at its meeting today and hinted that it may consider loosening policy over the coming months. However, with the rupiah likely to lose more ground... 16th May 2019 · 1 min read
Emerging Asia Economics Weekly More of the same in Indonesia, Thai election result In his first major policy speech since his re-election President Joko Widodo promised to press ahead with plans to boost infrastructure spending, reduce bureaucracy and open up the economy to foreign... 10th May 2019 · 1 min read
Emerging Asia Data Response Indonesia GDP (Q1) GDP growth in Indonesia has been suspiciously stable at around 5% over the past five years, and it was no surprise that it recorded another quarter of growth at close to this rate in the first quarter... 6th May 2019 · 1 min read
Global Economics Update Indonesia This Briefing is a reference guide with our latest views and forecasts for Indonesia’s economy, including the prospects for key macroeconomic and financial market variables such as gross domestic... 2nd May 2019 · 1 min read
Emerging Asia Data Response Manufacturing PMIS (Apr.) A slight improvement in the April PMIs fits with yesterday’s trade data from Korea in suggesting that the region’s economies have passed the worst. That said, we still expect regional growth to remain... 2nd May 2019 · 1 min read
Emerging Asia Economics Update Indonesia: rates to be left unchanged this year Bank Indonesia (BI) left rates unchanged at 6.0% at its meeting today and there was little indication in the statement that it is likely to adjust monetary policy anytime soon. We expect rates to... 25th April 2019 · 1 min read
Emerging Asia Economics Update Weak export growth looks set to continue The most recent trade data, including the very weak outturn in Korean exports over the first 20 days of this month, suggest that regional trade remains in the doldrums. With the external sector facing... 22nd April 2019 · 1 min read
Emerging Asia Economics Weekly Technology slump bottoms out, Philippines budget A slump in electronics exports has been a key drag on economic growth across Asia in recent months, but there are tentative signs that the worst may now be over. Meanwhile, after months of delays, the... 18th April 2019 · 1 min read
Global Economics Update Indonesia: Jokowi will struggle to revive economy The two key economic challenges facing President Joko Widodo in his second term are boosting GDP growth and reducing Indonesia’s external vulnerabilities. We don’t think he will succeed in either. 17th April 2019 · 1 min read
Emerging Asia Economics Update Indonesia: Jokowi will struggle to revive economy The two key economic challenges facing President Joko Widodo in his second term are boosting GDP growth and reducing Indonesia’s external vulnerabilities. We don’t think he will succeed in either. 17th April 2019 · 1 min read