US Commercial Property Update Could South Korean inflows be set for a resurgence? Last year saw a fall in foreign investment into US commercial property, but South Korean inflows bucked the trend. This year could see a similar level of activity from Korean investors, but given... 28th February 2020 · 3 mins read
Asia Economics Update Bank of Korea holds, but cut still likely The Bank of Korea (BoK) unexpectedly left its main policy rate on hold at 1.25% today. But with the economic cost of the coronavirus mounting, policy support will have to be ramped up soon – we are... 27th February 2020 · 3 mins read
Asia Data Response Korea Trade (1st – 20th Feb.) Korean trade data for the first 20 days of February add to the evidence that factory closures in China are disrupting local industry. 21st February 2020 · 3 mins read
Asia Economics Update Korea: economic impact of coronavirus to worsen With the number of confirmed coronavirus cases in Korea jumping sharply over the past few days, the Bank of Korea is almost certain to cut interest rates at its meeting next week. 20th February 2020 · 3 mins read
Asia Economics Update Korea to join regional rate-cutting cycle Given the rising economic toll from the coronavirus, worries about rising property prices and high levels of household debt are unlikely to stop the Bank of Korea (BoK) from cutting interest rates at... 12th February 2020 · 3 mins read
Asia Data Response Korea Trade (1st – 10th Feb.) Korean trade data serve as a good bellwether for the rest of the region and figures for the first 10 days of February suggest that factory closures in China are disrupting regional industry. 11th February 2020 · 3 mins read
Asia Data Response Manufacturing PMIs and Korea Trade (Jan.) PMIs for Emerging Asia (ex. China) and Korean trade data were mostly unchanged in January, but neither give a good indication of how the coronavirus has hit the regional economy most recently. With... 3rd February 2020 · 3 mins read
Asia Data Response Korea GDP (Q4, provisional) GDP growth rebounded more strongly than expected at the end of last year, and the economy should continue to stage a recovery over the coming quarters. The strong outturn in Q4 means we no longer... 22nd January 2020 · 3 mins read
Asia Economics Update Bank of Korea on hold, but more easing still likely The Bank of Korea (BoK) left policy unchanged today, but with the economy struggling for momentum and price pressures set to remain weak, we expect the Bank to resume its easing cycle later this year. 17th January 2020 · 3 mins read
Asia Economics Weekly Taiwan election, Thailand’s currency dilemma Given her huge lead in the opinion polls, it will come as a major surprise if Tsai Ing-wen is not re-elected for a second and final term as Taiwan’s president on Saturday. However, whether Tsai can... 10th January 2020 · 6 mins read
Asia Data Response Manufacturing PMIs (Dec.) PMIs for Emerging Asia (ex. China) improved slightly in December, which is consistent with our view that while regional growth remains weak, it has at least bottomed out. 2nd January 2020 · 2 mins read
Asia Economics Weekly BoK to cut again, Sri Lanka on slow road to recovery Minutes from the Bank of Korea’s (BoK) November rate meeting reveal that while only one of the seven members of its Monetary Policy Board voted for a cut, other members also struck a dovish tone. We... 20th December 2019 · 9 mins read
Asia Economics Focus What to expect in 2020 and how we differ from consensus Growth in Emerging Asia has struggled over the past year. While most economies should stage a modest recovery over the coming quarters on the back of looser fiscal and monetary policy, with China... 19th December 2019 · 9 mins read
Asia Economics Update Korea failing to address its demographic “time bomb” Recently published figures showing a further fall in the fertility rate in Korea underline the seriousness of the demographic “time bomb” facing the country. The worsening demographic outlook is the... 2nd December 2019 · 5 mins read
Asia Data Response Manufacturing PMIs (Nov.) PMIs for Emerging Asia (ex. China) were slightly more positive in November, suggesting that while industry remains weak it is starting to recover. The continued improvement in PMIs for China provides... 2nd December 2019 · 2 mins read
Asia Data Response Korea Trade, CPI (Nov.) The uptick in Korean export growth in November was much weaker than expectations and suggests that external demand remains in the doldrums. Headline inflation was also weaker than expected last month. 2nd December 2019 · 2 mins read
