Asia Chart Pack Asia's equities outperform in early 2012 Emerging Asia’s equities have risen by more than the global average so far this year, but we do not expect the outperformance to last. Stock markets in Asia typically underperform developed markets... 23rd January 2012 · 1 min read
Asia Economic Outlook Policy stimulus to support growth in Asia The ongoing debt crisis in the euro-zone is likely to weigh on growth in Asia in 2012-13. Although the region’s most open economies are set to slow quite sharply, we forecast that growth in the region... 12th January 2012 · 1 min read
Asia Economics Update Inflation risks are a concern in Indonesia Bank Indonesia (BI), kept its reference rate on hold today, as expected, after cutting rates by a cumulative 75bp in the final quarter of 2011. Despite the likelihood that inflation will accelerate... 12th January 2012 · 1 min read
Asia Economics Weekly Elections in Asia - what they mean for the region A number of important elections and leadership changes are due to take place across emerging Asia over the next 12 months. The outcomes will have implications for economic policymaking and growth... 9th January 2012 · 1 min read
Asia Economics Update Asia PMIs paint mixed picture December PMIs for Asia paint a mixed picture. The surveys suggest manufacturing output returned to growth in Australia, while in contrast to the weakness of recent data, factory output rebounded... 4th January 2012 · 1 min read
Asia Economics Weekly Indonesia's upgrade highlights improved outlook In a good week for Indonesia, Fitch upgraded the country’s long-term sovereign debt rating to investment grade on Thursday and parliament passed a long-awaited land acquisition bill on Friday. Both... 19th December 2011 · 1 min read
Asia Chart Pack Exports weaken amid global slowdown Exports from the region have been weak due to lower demand from the West. However, domestic demand has so far remained fairly resilient across the region. Central banks in Australia and Thailand have... 15th December 2011 · 1 min read
China Economics Update How vulnerable is Asia to a euro-zone banking crisis? The impact on emerging Asia of a fall in lending by euro-zone banks to the region would be small. However, Asia would be vulnerable if the crisis in the euro-zone caused global credit markets to... 15th December 2011 · 1 min read
Asia Economics Update Interest rates in Indonesia to come down further next year After cutting interest rates by a cumulative 75bp at its last two meetings, Bank Indonesia (BI) kept its key reference rate on hold today, as expected. However, with inflation continuing to fall and... 8th December 2011 · 1 min read
Asia Economics Weekly Asian currencies to remain undervalued Most Asian currencies looked weak even before the falls of the past few months. We expect them to fall further over the coming year as the euro-zone crisis intensifies. And even when global risk... 5th December 2011 · 1 min read
Asia Economics Update What would a euro-zone break-up mean for Asian markets? Following changes to our assumption about the timing of an EMU break-up, we have revised down our forecasts for emerging Asia’s currency and equity markets for next year. However, we see both... 2nd December 2011 · 1 min read
Asia Economics Weekly How well will domestic demand hold up? Hopes that Asia had de-coupled from the rest of the world were dashed during the 2008-09 global crisis, as domestic demand fell almost as sharply as exports. However, there are good reasons to expect... 28th November 2011 · 1 min read
Asia Economics Focus Is emerging Asia experiencing a property price bubble? Although Asia as a whole is not experiencing a property price bubble, we believe that prices in Hong Kong and Taipei are now in bubble territory. There is a growing risk of a sharp correction in these... 25th November 2011 · 1 min read
Asia Chart Pack Growth falters in Q3 With the exception of Indonesia, Q3 GDP figures published across emerging Asia so far have been weak. Exports have been hit by low demand from the West, and growing fears for the global outlook are... 17th November 2011 · 1 min read
Asia Economics Weekly How important are remittances for emerging Asia? Concern is growing that the ongoing debt problems in the euro-zone could lead to another global financial and economic crisis. Remittances should provide a relatively stable source of income... 14th November 2011 · 1 min read
Asia Economics Update Bank Indonesia is cutting rates too aggressively Bank Indonesia (BI) unexpectedly cut its policy rate today by 50bp to 6.0%. Following a 25bp cut last month, strong third quarter GDP growth and continued rapid credit expansion, we think the central... 10th November 2011 · 1 min read
