Commodities Watch Second half of the year bodes well for coffee Last month, the spread between arabica and robusta coffee prices fell to its lowest level in over ten years. Elsewhere, France recently announced that it will curb the use of palm oil in biofuels... 25th July 2017 · 1 min read
Asia Economic Outlook How long will the recovery last? A pick-up in exports will lift growth in Emerging Asia to a five-year high in 2017, but mounting domestic headwinds means that this is unlikely to be sustained. We expect growth to slow in 201819... 6th July 2017 · 1 min read
Asia Data Response Manufacturing PMIs (Jun.) The June PMIs for Emerging Asia suggest that the region’s manufacturing sectors remained in decent health. The pick up in the PMI readings in Taiwan and Korea – the two economies where the PMIs most... 3rd July 2017 · 1 min read
Asia Economics Weekly Asian financial crisis twenty years on There are more differences than similarities between the situation now and the position many Asian countries found themselves in on the eve of the Asian financial crisis 20 years ago. But there is no... 30th June 2017 · 1 min read
Asia Economics Update Asian equities continue to rally Asian equity markets have continued to rally, with stock markets in Taiwan, Korea, India and Indonesia all recently hitting new record highs. 29th June 2017 · 1 min read
Asia Economics Update Inflation and currency worries to keep Indonesian rates on hold Despite the poor growth outlook, Bank Indonesia left its policy rate on hold today at 4.75%. With inflation set to remain elevated over the coming months, the central bank is likely to be in little... 15th June 2017 · 1 min read
Asia Economics Update Asian equities continue strong run Asian equity markets have outperformed other EM markets over the past month, with bourses in Korea, India, Pakistan and Indonesia all reaching record highs in May. We are revising our equity forecasts... 31st May 2017 · 1 min read
Asia Economics Update Bank Indonesia to leave rates unchanged this year With inflationary pressures rising, Bank Indonesia’s (BI) decision to leave interest rates on hold today came as no surprise. The central bank’s accompanying statement struck a fairly cautious tone... 18th May 2017 · 1 min read
Asia Data Response Indonesia GDP (Q1) Indonesia recorded another quarter of disappointing growth in the first quarter of this year, with GDP expanding by 5.0% y/y. Looking ahead, with commodity prices likely to stay relatively depressed... 5th May 2017 · 1 min read
Asia Data Response Manufacturing PMIs (Apr.) The April PMIs for Emerging Asia suggest that the region’s manufacturing recovery remained intact. Focusing on the two economies where the PMIs most closely track the hard data, Taiwan’s manufacturing... 2nd May 2017 · 1 min read
Asia Economics Update Bank Indonesia unlikely to cut rates despite poor growth outlook Despite the relatively poor growth outlook, Bank Indonesia (BI) left its key policy rate on hold at 4.75% today. With inflation set to rise over the coming months and the rupiah vulnerable to sudden... 20th April 2017 · 1 min read
Asia Economics Weekly Five key calls for Emerging Asia The highlight of the coming week is a scheduled monetary policy meeting in Indonesia. Despite the poor growth outlook, we think interest rates will be left on hold against a backdrop of rising... 13th April 2017 · 1 min read
Asia Economic Outlook Stronger exports to boost growth in 2017 Buoyant global demand should help to support growth across most of Emerging Asia over the coming quarters, but mounting domestic headwinds mean a strong rebound is not on the cards. Although the... 11th April 2017 · 1 min read
Asia Data Response Manufacturing PMIs (Mar.) Most of Emerging Asia’s PMIs ticked up in March. But the woes of the manufacturing sector in Korea, one of the economies where the PMIs most closely track the hard data, are not over. 3rd April 2017 · 1 min read
Asia Chart Pack South Korea elections: key names to watch Political campaigning in South Korea ahead of presidential elections due on 9th May is now well underway. Given the extent of public anger against ousted former president Park Geun-hye and her ruling... 21st March 2017 · 1 min read
Asia Economics Update Bank Indonesia holds again, rates unlikely to change this year Bank Indonesia (BI) left interest rates on hold today and struck a cautious tone in its statement which followed the meeting. Looking ahead, we think that worries about inflation and concerns about... 16th March 2017 · 1 min read
