Asia Economics Update Minimal impact from the end of QE3 Asia's financial markets have so far taken the end of QE3 largely in their stride. The performance of the region's currencies and equity markets has been fairly muted over the past month, while... 31st October 2014 · 1 min read
Asia Chart Pack No sign of improvement Economic growth in Emerging Asia is showing no sign of improvement. Our GDP tracker is pointing to growth of around 4.5% in the third quarter, which is roughly unchanged from the previous quarter and... 28th October 2014 · 1 min read
Asia Economics Update Why fuel subsidy reform matters for India and Indonesia Indian consumer price inflation fell to its slowest pace on record in September. With the latest data also pointing to continued weakness in the industrial sector, we remain of the view that interest... 20th October 2014 · 1 min read
Asia Economics Weekly Indonesia’s new president has his work cut out Joko Widodo, the outgoing mayor of Jakarta, who takes over as Indonesia’s president on Monday, is seen by some as the man to turn the country’s fortunes around. But while he has attracted plenty of... 17th October 2014 · 1 min read
Asia Economic Outlook Steady, if unspectacular, growth ahead Most economies in Emerging Asia are likely to see growth accelerate gradually over the next year, helped by a combination of stronger demand from advanced economies and relatively loose monetary... 8th October 2014 · 1 min read
Asia Economics Update Rates in Indonesia to remain on hold for a while yet Today’s decision by Bank Indonesia (BI) to leave interest rates on hold despite the slowing economy reflects continued unease over the size of the current account deficit. With the deficit likely to... 7th October 2014 · 1 min read
Asia Economics Update Aussie and Kiwi dollars lead Asia’s currency sell-off Asia’s financial markets performed poorly in September, largely reflecting concerns about the outlook for US monetary policy. The New Zealand and Australian dollars were the worst performers, but... 30th September 2014 · 1 min read
Asia Economics Weekly Which countries stand to gain most from lower oil prices? Lower oil prices should provide a boost to the economies of Emerging Asia. However, some countries are likely to benefit more than others. Indonesia and Thailand stand to gain the most, while Malaysia... 26th September 2014 · 1 min read
Asia Chart Pack What is behind the recent currency weakness? Sizeable falls in a number of Asian currencies against the US dollar over the past month have rekindled unwelcome memories of last summer’s “Taper Tantrum”. As was the case during last year’s sell-off... 23rd September 2014 · 1 min read
Commodities Update Can Indonesia dictate global tin prices? Indonesia appears to be exercising its power as the world’s largest tin exporter, withholding shipments when prices are low. However, with only subdued growth in demand, there is a risk that other... 19th September 2014 · 1 min read
Asia Economics Update Indonesian rates to remain high despite falling inflation Despite recent sharp falls in inflation and worries about the slowing economy, Bank Indonesia (BI) today left interest rates on hold amid concerns about the current account position. We expect... 11th September 2014 · 1 min read
Asia Economics Weekly Property price bubbles a key risk There are signs property prices are coming off the boil in Hong Kong, Taiwan and Singapore. That said, prices in these three economies still look significantly overvalued, and a slump in prices... 5th September 2014 · 1 min read
Commodities Update A renewed surge in nickel prices likely in 2015 Nickel prices have risen sharply this year on supply concerns. However, for now, stocks still seemample. This is set to change in 2015, when the full impact of Indonesia’s ore export ban will be felt... 3rd September 2014 · 1 min read
Asia Economics Update Asian financial markets higher, but political risks weigh on Pakistan Most of Asia’s stock markets and currencies strengthened in August. The key exception is Pakistan, where political uncertainty has returned to the fore. 28th August 2014 · 1 min read
Asia Economics Update Emerging Asia has less to fear from Fed tightening The trend over the past year in most of Emerging Asia has been towards bigger current account surpluses or smaller deficits. This should make their currencies less vulnerable to any negative shifts in... 21st August 2014 · 1 min read
Asia Economics Weekly Does Korea need lower interest rates? A sharp slowdown in the Korean economy last quarter and dovish rhetoric from the central bank has raised expectations that interest rates will be cut at Thursday’s scheduled policy meeting. With the... 11th August 2014 · 1 min read
