Asia Economics Update Interest rates in Indonesia set for prolonged hold Indonesia’s central bank (BI) kept its reference rate at 5.75% today, as expected. With inflation relatively low and economic growth remaining strong, we expect BI to remain on hold for the remainder... 8th November 2012 · 1 min read
Asia Economics Update Strong growth in Indonesia, but will outperformance last? Indonesia recorded another quarter of strong growth in Q3, with the pace of expansion down only slightly compared with the previous quarter. Weak exports will act as a drag on growth over the next... 5th November 2012 · 1 min read
Asia Economics Update Manufacturing still stuck in the doldrums Today’s PMI data for Asia showed some small signs of improvement but overall conditions within the region’s manufacturing sectors are still very weak. The likelihood that global demand will remain... 1st November 2012 · 1 min read
Asia Chart Pack Central banks step up policy loosening Over the past month, central banks in South Korea, Thailand, Australia and Pakistan have all cut their policy rates. The moves come in response to continued weakness in exports, which has caused GDP... 19th October 2012 · 1 min read
Asia Economic Outlook Bumpy road ahead Although Asia will not be immune from the continuing crisis in the euro-zone and weak global demand, healthy fundamentals and plenty of scope for policy easing mean growth should hold up relatively... 10th October 2012 · 1 min read
Asia Economics Focus Is Indonesia overheating? Rapid economic growth, coupled with strong credit expansion and a worsening current account have led to fears among some commentators that Indonesia’s economy is overheating, and that the central bank... 1st October 2012 · 1 min read
Asia Economics Update Manufacturing recovery still some way off The September PMIs signal that manufacturing remains weak in Asia. We think that global growth will continue to struggle over the coming year or so and that, against this backdrop, manufacturing... 1st October 2012 · 1 min read
Asia Economics Update Is inflation about to reach a turning point? Headline inflation rates across emerging Asia, which had been trending lower this year, look set to pick up in coming months. Nonetheless, inflation in the region is unlikely to rise sharply and... 11th September 2012 · 1 min read
Asia Economics Weekly Asia's consumers far from immune to global problems We expect global demand to stay weak in coming quarters and for labour markets and consumer confidence in Asia to soften as a result. Central banks in the region are likely to ease further, which... 31st August 2012 · 1 min read
Asia Economics Update Indonesia's worsening current account raises currency risks Indonesia has seen a sharp deterioration of its current account position over the past year. Large inflows of foreign direct investment mean the country should have few problems sustaining the deficit... 29th August 2012 · 1 min read
Asia Economics Update ASEAN outperformance set to continue Thanks mainly to strong domestic demand, economic growth in ASEAN has held up much better than in the rest of Asia so far this year. Although weaker exports will weigh on demand in the coming quarters... 21st August 2012 · 1 min read
Asia Economics Update Indonesia continues to outperform Indonesia’s economy picked up slightly in the second quarter, despite weaker export demand. Indonesia is weathering the global slowdown well compared with other countries in the region. We expect GDP... 6th August 2012 · 1 min read
Asia Economic Outlook Weak global demand to hamper growth Compared with other emerging regions, Asia is relatively well placed to withstand sluggish global growth. For one thing, policymakers have the ability and willingness to significantly loosen monetary... 26th July 2012 · 1 min read
Asia Economics Update Bank Indonesia keep rates on hold, no change likely soon Bank Indonesia (BI) today left its main policy rate unchanged at a record low of 5.75%. Although inflation is likely to rise sharply in the second half of the year, with global demand set to remain... 12th July 2012 · 1 min read
Asia Economics Weekly The Philippines – on course for investment grade status The Philippines looks increasingly likely to be awarded investment grade status sometime in the next couple of years. A major improvement in the country’s fiscal position and much better macro... 9th July 2012 · 1 min read
Asia Economics Update Latest PMIs suggest Asian manufacturers are struggling The June PMIs for Asia were disappointing. With global growth set to remain weak and the situation in the euro-zone likely to worsen, we expect conditions in Asia’s manufacturing sector to remain... 2nd July 2012 · 1 min read
