Asia Economics Update Indonesia's economy to outperform Indonesia’s economy continued to grow strongly in the third quarter amid buoyant domestic demand and booming exports. Although global demand looks unlikely to remain so supportive for long, Indonesia... 7th November 2011 · 1 min read
Asia Economics Update Where and why we differ from the consensus We have below-consensus forecasts for interest rates and GDP growth in emerging Asia next year. The main reason for the difference relates to our views on growth in the developed world and commodity... 7th November 2011 · 1 min read
Asia Economics Weekly Assessing the fallout from Thailand's flood disaster Thailand’s flood situation deteriorated in early November, with water breaking through defences and flowing further into Bangkok and its surrounding provinces. Agriculture, manufacturing and tourism... 7th November 2011 · 1 min read
Asia Economics Update How vulnerable is Indonesia to a global financial crisis? In the event of a global financial crisis stemming from the sovereign debt problems in Europe, there will be major concerns over Indonesia’s exposure to volatile capital flows, its vulnerability to... 25th October 2011 · 1 min read
Global Economics Focus Sovereign Debt: are the emerging markets immune? Emerging markets are not immune from the deepening debt crisis in the developed world, but most are well-placed to deal with the fallout. China faces a difficult structural transition of its own but... 21st October 2011 · 1 min read
Asia Economics Update Indonesia changes course on interest rates Bank Indonesia (BI) unexpectedly cut its reference rate by 25bp to 6.5% today. We expect difficult economic conditions in the developed economies and falling inflation in Indonesia to bring more... 12th October 2011 · 1 min read
Asia Economic Outlook Asia set to weaken but still outperform A slowdown in developed economies in 2012-13 is set to pull down growth in emerging Asia to a below-trend pace. However, the region’s healthy fundamentals mean that emerging Asia should once again be... 6th October 2011 · 1 min read
Asia Economics Update Tide starting to turn on interest rates Central banks in Indonesia, Malaysia, Korea and the Philippines all kept their main policy rates on hold today, as expected, reflecting heightened concern over the outlook for the global economy. This... 9th September 2011 · 1 min read
Asia Chart Pack Supply-chain disruptions temporarily hit growth Q2 GDP figures reported so far within emerging Asia have tended to be weak, with some analysts suggesting that sluggish growth in the US and euro-zone have stalled growth in Asia. This seems premature... 27th August 2011 · 1 min read
Asia Economics Update Bank Indonesia extends pause amid market jitters Bank Indonesia (BI) kept its reference rate on hold at 6.75% today, as expected. Declining headline inflation and greater uncertainty over the outlook for the global economy were the main factors... 10th August 2011 · 1 min read
Asia Economics Weekly Asia’s rollercoaster ride to continue Share prices in Emerging Asia registered losses as worries over the global outlook intensified. However, equities in Emerging Asia fell by less than in other parts of the world. This makes sense given... 8th August 2011 · 1 min read
Asia Economics Update Indonesia’s robust growth highlights overheating risks Today’s Q2 GDP data for Indonesia confirm that growth remained brisk, underpinned by rising commodity exports and resilient domestic demand. We maintain our view that further monetary tightening at... 6th August 2011 · 1 min read
Asia Chart Pack Global risks may delay policy tightening Inflation remains a concern across most of the region. Central banks in Taiwan and Thailand have hiked their policy rates in recent weeks, while the central bank in Malaysia increased its reserve... 22nd July 2011 · 1 min read
Asia Economics Update Bank Indonesia to resume rate hikes later this year Bank Indonesia (BI) kept its reference rate at 6.75% today, as expected. Declining headline inflation and greater uncertainty about the outlook for the global economy were the two main factors behind... 13th July 2011 · 1 min read
Asia Economic Outlook End of Asia’s policy tightening in sight Policy rates across Emerging Asia are likely to rise further towards pre-crisis levels in the coming months. However,tightening cycles should end next year with rates below their 2008 peaks. Most... 1st July 2011 · 1 min read
Asia Economics Update Bank Indonesia to tighten again this year Bank Indonesia (BI) kept its reference rate at 6.75% today, as was widely anticipated. The central bank is still relying on rupiah appreciation to ease the blow from higher commodity prices... 9th June 2011 · 1 min read
