Asia Economics Update Korea: time to worry about rising property prices? Rapidly rising property prices have become a big political issue in Korea, but they don’t pose a significant threat to the economy. 6th April 2021 · 3 mins read
Asia Data Response Manufacturing PMIs (Mar.) March PMI readings suggest that manufacturing sectors improved further in most places in Asia. Global demand for electronics should continue to support the sector for the next few months. 1st April 2021 · 2 mins read
Asia Economics Update Asian central banks in no rush to raise interest rates Unlike in some emerging markets, central banks across Emerging Asia are in no rush to tighten monetary policy. External factors won’t compel policymakers to tighten, and with inflationary pressures... 30th March 2021 · 3 mins read
Asia Economics Update What would a global return to normality mean for Asia? As vaccines are rolled out across the world and restrictions on economic activity are removed, we expect global consumption patterns to return to something like normal. Electronics exporters, most... 22nd March 2021 · 3 mins read
Asia Data Response Korea Trade (1st – 20th Mar.) Korea’s external sector looks to have had its strongest quarter since 2018 and with semiconductor demand set to remain elevated in the short term, exports are likely to continue to provide an... 22nd March 2021 · 2 mins read
Asia Data Response Korea Trade (1st – 10th Mar.) Korean trade data suggest that the external sector will have its strongest quarter since 2018. With semiconductor demand set to remain elevated, at least in the short term, exports are likely to... 11th March 2021 · 2 mins read
Asia Economics Weekly Korea’s latest fiscal stimulus, Philippines inflation Korea today announced that it was stepping up its support for the economy with a new supplementary budget worth 15trn won (around 0.8% of GDP). Government spending this year is now set to be 3% higher... 5th March 2021 · 5 mins read
Asia Data Response Manufacturing PMIs (Feb.) February PMI readings suggest that manufacturing sectors improved further in most places in Asia. Global demand for electronics should continue to support the sector for at least the next few months. 2nd March 2021 · 2 mins read
Asia Data Response Korea Trade (Feb. 2021) Korean export values were close to a record high last month, and the external sector should provide another boost to GDP growth this quarter. 1st March 2021 · 2 mins read
Asia Economics Update Bank of Korea set for extended hold The Bank of Korea (BoK) left its main policy rate on hold at 0.50% today in a unanimous decision, and while further rate cuts are now very unlikely, we expect more intervention in the government bond... 25th February 2021 · 3 mins read
Asia Economics Update Is the slow vaccine rollout a cause for concern? Asia’s vaccine rollout has got off to a slow start. This is not a big concern in countries that have contained the virus and where social distancing is not a drag on growth such as Taiwan and China... 23rd February 2021 · 3 mins read
Asia Data Response Korea Trade (1st – 20th Feb.) Korean exports are performing very strongly so far this month, even accounting for the seasonal distortions from the Lunar New Year. This strength is likely to continue in the short term at least, as... 22nd February 2021 · 2 mins read
Asia Data Response Korea Trade (Jan.) Korean exports remain elevated at the start of this year, buoyed by shipments of electronics and autos. While some of this strength may fade later in the year, Korea’s external sector is still set for... 1st February 2021 · 2 mins read
Asia Data Response Manufacturing PMIs (Jan.) PMI readings for Asia suggest that manufacturing sectors improved further in most places. Buoyant global demand for electronics should continue to support the sector for at least the next few months. 1st February 2021 · 2 mins read
Asia Data Response Korea GDP (Q4, provisional) Korea’s recovery lost a little steam last quarter as a third wave of infections weighed on private consumption, but with cases now on a downward trend, the recovery should regain momentum over the... 26th January 2021 · 3 mins read
Asia Data Response Korea Trade (1st – 20th Jan.) Korean exports remained elevated at the start of the year. While some of this strength may fade in the coming quarters, Korea’s external sector is still set for another decent performance in 2021. 21st January 2021 · 2 mins read
