Asia Economics Update Indonesia election – what is at stake? Reforms introduced by President Joko Widodo (commonly known as Jokowi) should enable the economy to continue growing rapidly once he steps down next year. The key question as the election approaches... 24th October 2023 · 3 mins read
Asia Economics Update “One and done” in Indonesia In a surprise move, Bank Indonesia (BI) today hiked its main policy rate by 25bps (to 6.0%) in an attempt to support the currency. But there is a good chance this will be a case of “one and done”. Our... 19th October 2023 · 3 mins read
Industrial Metals Update Cobalt prices to drift lower through 2024 Cobalt is likely to keep its position as a leading battery metal for years to come, but its high cost compared to alternative metals means that cobalt demand won’t grow as fast as overall battery... 13th October 2023 · 4 mins read
Asia Economics Update Manufacturing PMIs, Korean trade, Indonesia CPI The PMIs for September suggest that manufacturing activity across Emerging Asia remained weak last month. Worryingly, the PMIs point to a further rise in price pressures across the region, with the... 2nd October 2023 · 2 mins read
Asia Economics Weekly Indonesia’s bullet train, forecast revisions, AI Spotlight Indonesia’s first high-speed train line is due to become operational this Sunday, when a WHOOSH bullet train departs the Indonesian capital of Jakarta for the provincial capital of Bandung, 88 miles... 29th September 2023 · 7 mins read
Asia Economic Outlook Economic weakness to prompt policy easing in 2024 GDP growth across most of Emerging Asia has struggled over the past year and we expect growth to remain weak in the near term as tight monetary policy at home and subdued activity abroad weigh on... 25th September 2023 · 34 mins read
Asia Economics Weekly BSP on a knife edge, Pakistan inflation worries The scheduled highlights of the coming week are monetary policy meetings in Indonesia, Taiwan and the Philippines. While Indonesia and Taiwan are very likely to leave policy settings unchanged, the... 15th September 2023 · 7 mins read
Asia Economics Weekly Bad news on inflation Headline inflation across Emerging Asia jumped last month due to a rise in food and fuel price inflation. We have raised our inflation forecasts for a number of countries to reflect the deterioration... 8th September 2023 · 5 mins read
Asia Economics Update Manufacturing PMIs & Korea Trade (August.) Manufacturing PMIs across most of Emerging Asia stood well inside contractionary territory in August. Weak foreign goods demand, elevated interest rates at home and bloated inventory levels suggest... 1st September 2023 · 2 mins read
Asia Economics Update Higher food prices pose risk to disinflation process Inflation across Emerging Asia should continue to decline over the coming months. However, the risks are to the upside amid uncertainty over the outlook for food prices. And while we are sticking with... 15th August 2023 · 3 mins read
Asia Rapid Response Indonesia GDP (Q2 2023) Official figures show Indonesia’s economy grew by 5.2% y/y in the second quarter of the year, slightly higher than the 5.0% growth rate recorded in Q1. In contrast, our own Activity Tracker suggests... 7th August 2023 · 3 mins read
Asia Economics Weekly BSP in no rush to cut, Indonesia’s dodgy GDP data Headline inflation in the Philippines fell sharply last month, but with the core rate still elevated and worries about the inflationary impact of El Niño rising, the central bank (BSP) is in no rush... 4th August 2023 · 7 mins read
