Asia Economics Update Elections in Korea deal further blow to reform hopes Yesterday’s parliamentary elections in Korea, which saw the governing Saenuri Party suffer a defeat, represent a major blow to the authority of President Park Guen-hye and further reduce the... 14th April 2016 · 1 min read
Asia Economics Weekly Where do the risks lie? Financial markets across Emerging Asia have rebounded in recent months as investors have become more confident over the short-term economic outlook for the region. However, as we make clear in our... 8th April 2016 · 1 min read
Asia Economic Outlook Tigers in trouble, but better prospects elsewhere The region’s original tiger economies, Hong Kong, Singapore, Taiwan and Korea, are likely to struggle over the next couple of years against a backdrop of cooling credit growth, bursting property... 6th April 2016 · 1 min read
Asia Economics Update Korean won leads the way Asian currencies continued their recovery in March, helped in part by fading fears of a sudden devaluation in the renminbi. 31st March 2016 · 1 min read
Asia Chart Pack Where next for Myanmar? Today’s handover from military to civilian rule in Myanmar marks another welcome step forward in the country’s political development. But the new government must overcome a number of major challenges... 30th March 2016 · 1 min read
Asia Economics Weekly Better times ahead for Asian currencies After a few years of heavy declines, Asian currencies have started to make up some lost ground against the US dollar. We think other forecasters are being too negative in expecting the region’s... 11th March 2016 · 1 min read
Asia Economics Update Rate cuts in Korea can’t be ruled out The Bank of Korea (BoK) today left its policy rate unchanged at a record low of 1.50%. The pressure for a rate cut is building against a backdrop of softening economic data, but we are sticking with... 10th March 2016 · 1 min read
Asia Economics Focus Life in the slow lane for Asia’s Tiger economies With productivity slowing and working age populations set to fall sharply, economic growth in Hong Kong, Singapore, Taiwan and Korea is likely to average little more than 2% over the coming years... 8th March 2016 · 1 min read
Asia Economics Weekly Inflation to rise, but not by enough to worry policymakers Inflation looks to have bottomed out and is set to rise across most of Emerging Asia over the coming year. However, it will remain relatively low in most places, meaning central banks will be able to... 7th March 2016 · 1 min read
Asia Chart Pack Philippines presidential election: runners and riders Political campaigning in the Philippines ahead of presidential elections due on 9 th May is now well underway. Grace Poe, an independent candidate and adopted daughter of Fernando Poe, a defeated... 26th February 2016 · 1 min read
Asia Economics Weekly Asian growth holding up well despite export slowdown The recent weakness of Asian exports has stoked fears about the region’s growth prospects. However, regional GDP growth remained stable in the fourth quarter of 2015. Strong domestic demand is likely... 19th February 2016 · 1 min read
Asia Economics Update Bank of Korea to maintain wait and see stance The Bank of Korea (BoK) left its policy rate unchanged at a record low of 1.50% today against a backdrop of heightened financial market volatility. While we can’t rule out a rate cut in the coming... 16th February 2016 · 1 min read
Asia Economics Update Korea’s debt binge to weigh on growth The sharp rise in Korea’s private sector debt over the past decade has raised concerns about financial stability. While there are good reasons to believe that a crisis is not in the offing, Korea will... 10th February 2016 · 1 min read
Asia Economics Update Calm returns to Asian financial markets Asia’s markets were badly caught up in the global sell-off earlier in the month, and although sentiment seems to have settled down in recent days, most of the region’s equity markets are still down... 29th January 2016 · 1 min read
Asia Chart Pack Weak inflation means rates will remain low for longer Inflation across Emerging Asia remains very low, with consumer prices rising by less than 2% y/y in seven of the 14 countries we track. Two of those, Thailand and Singapore, are in deflation, while... 27th January 2016 · 1 min read
Asia Data Response Korea GDP (Q4 Preliminary) It always looked inevitable that Korea’s economy would lose some momentum in the final quarter of 2015, after the strong rebound in Q3. However, we expect growth to pick up again in the coming... 26th January 2016 · 1 min read
