Asia Economics Weekly How will Emerging Asia fare over the next decade? In recent decades Emerging Asia has consistently set the global benchmark for economic growth. In this Weekly we look at prospects for the next decade. Overall, while Emerging Asia should continue to... 16th June 2014 · 1 min read
Asia Economics Update Malaysia's financial stability risks can be kept in check The rapid rise in household debt levels coupled with strong house price growth is a key medium-term threat to Malaysia. With the economy now in good shape, the central bank (BNM) has scope to act pre... 11th June 2014 · 1 min read
Asia Economics Update Three scenarios for how Asia’s credit binge will end We have been arguing for some time that Emerging Asia’s credit binge is unsustainable. While we don’t think an Asia-wide financial crisis is likely, the countries that have seen the biggest build-up... 10th June 2014 · 1 min read
Asia Economics Weekly Can manufacturing revive growth in India and Indonesia? A strong manufacturing sector would go some way to reviving the economic fortunes of India and Indonesia. The challenges are formidable. But, with a new prime minister in India, and Indonesia set to... 9th June 2014 · 1 min read
Asia Economics Weekly South East Asia losing its shine The slowdown in GDP growth in South East Asia in recent quarters represents something of a fall from grace for the region, which until recently was a rare bright spot in the global economy. With the... 2nd June 2014 · 1 min read
Asia Economics Update Emerging Asia Markets Monitor (May) The election of Narendra Modi in India has provided a boost to the rupee and the Indian stock market. In contrast, the military coup in Thailand and anti-China protests in Vietnam have weighed on... 30th May 2014 · 1 min read
Asia Chart Pack Political risk back on the agenda Political developments have once again taken centre stage over the past month. Most attention has focused on Thailand, where the army has staged a military coup. This may help to reduce uncertainty in... 29th May 2014 · 1 min read
Asia Economics Focus Will urbanisation continue to drive growth in Asia? Urbanisation has been an important growth driver for Asian economies over the past few decades. With the proportion of the population living in urban areas still below 50% in many Asian countries... 26th May 2014 · 1 min read
Asia Economics Weekly Is Emerging Asia missing out on the global recovery? Recovery in advanced economies has been underway for the best part of a year now, but Emerging Asia’s exports have remained sluggish. Some commentators are concerned this is more than a short-term... 26th May 2014 · 1 min read
Asia Economics Weekly Is a credit bubble building in the Philippines? The surge in credit that has been going on across much of Emerging Asia since the global financial crisis has been getting some well-deserved media attention recently. But while we have been flagging... 19th May 2014 · 1 min read
Asia Economics Update Malaysia’s strong GDP growth raises scope for rate hikes Malaysia’s growth picked up strongly in the first quarter of 2014, reinforcing our view that the central bank (BNM) is likely to begin raising its policy rate at its next meeting in July. Although... 16th May 2014 · 1 min read
Asia Economics Weekly Are expectations too high for Modi’s India? All eyes will be on India next week as its much-talked-about election comes to an end. Opinion polls have consistently suggested that the opposition BJP party, which has nominated Narendra Modi as its... 12th May 2014 · 1 min read
Asia Economics Update Malaysia on the verge of tightening monetary policy Malaysia’s central bank (BNM) opted to keep its policy rate at 3.0% today, but the case for monetary tightening is building, and we think BNM could hike rates as early as its next meeting in July. 8th May 2014 · 1 min read
Asia Economics Weekly Rate hikes coming soon in the Philippines and Malaysia The coming week sees scheduled monetary policy meetings in five countries. Korea, Australia and Indonesia look almost certain to keep interest rates on hold. The decisions in the Philippines and... 5th May 2014 · 1 min read
Asia Economics Update Asian equities record a solid month Most of Asia’s stock markets recorded gains in April, buoyed by capital inflows. The positive sentiment toward Asian equities appears to reflect an easing of fears over a hard landing in China, as... 30th April 2014 · 1 min read
Asia Chart Pack Political developments take centre stage Political developments have taken central stage over the past month. Election season is underway in India and Indonesia. Investors are optimistic that India’s election will bring about a positive... 29th April 2014 · 1 min read
