Asia Data Response Manufacturing PMIs (Oct.) While October Manufacturing PMIs point to a strong rise in manufacturing output, industry is likely to be working through huge backlogs of orders for many months to come and resulting supply shortages... 1st November 2021 · 2 mins read
Asia Economics Weekly Mixed Korea activity data, climate change The latest batch of activity data from Korea indicate that the automotive sector was hit hard by shortages last month, but that the service sector is enjoying a recovery. The provisional Q3 GDP... 29th October 2021 · 8 mins read
Asia Chart Pack South East Asia bouncing back The near-term outlook for South East Asia has improved dramatically over the past month or so. Daily cases of COVID-19 have collapsed and are now less than one-third of the level they were at in... 27th October 2021 · 15 mins read
Asia Economics Weekly GDP to rebound after gloomy Q3 The next few weeks will see the publication of a host of third quarter GDP figures from across the region. While the data are likely to paint a downbeat picture, output should rebound strongly in the... 22nd October 2021 · 6 mins read
Asia Economic Outlook Interest rates and inflation to remain low Growth in China will weaken further over the coming year as a downturn deepens in industry and construction. The outlook for the rest of the region is improving. We expect many economies to rebound... 20th October 2021 · 35 mins read
Asia Data Response Manufacturing PMIs (Sep.) While regional PMIs showed that the disruption from large virus waves in the region is easing somewhat, unmet orders continue to pile up, meaning that the resulting shortages further down supply... 1st October 2021 · 2 mins read
Asia Chart Pack Asian central banks in little rush to raise rates Over the past month or so, the central banks of Korea, Pakistan and Sri Lanka have all raised interest rates, but we don’t think other countries will be in any rush to follow suit. There is certainly... 29th September 2021 · 15 mins read
Asia Economics Update External strains unlikely to ease as tourism slump drags on Countries across Emerging Asia are making renewed efforts to reopen their borders to boost flagging tourism sectors. However, ongoing travel restrictions and the spread of the more infectious Delta... 22nd September 2021 · 3 mins read
Emerging Markets Economics Chart Pack Debt risks come back to the fore Problems at Evergrande in China have dominated the headlines recently, but (sovereign) debt risks are brewing in other EMs too. Concerns about higher government spending and rising public debt levels... 21st September 2021 · 9 mins read
Asia Economics Weekly Encouraging signs in South East Asia Virus outbreaks across South East Asia are in retreat. Having taken a severe hit from the most recent Delta wave, economic recoveries in the region should now resume. Falling virus cases and reopening... 10th September 2021 · 4 mins read
Asia Economics Update Malaysia: rates on hold until 2023 Malaysia’s central bank (BNM) left interest rates unchanged at 1.75%, and won’t be in any rush to adjust rates soon. Although the economy should start to rebound now that virus restrictions are being... 9th September 2021 · 3 mins read
Asia Economics Weekly Korea spending boost, Malaysia rate meeting Korea’s proposed budget for 2022 indicates that fiscal policy will remain supportive next year. This should give the BoK added reassurance that the economy will be able to withstand further rate hikes... 3rd September 2021 · 5 mins read
Asia Chart Pack Exports won’t come to the rescue in H2 Q2 GDP data released over the past month or so did not show a repeat of the across-the-board rises in exports seen in previous quarters, but the external sector still proved an important prop to GDP... 31st August 2021 · 13 mins read
Asia Economics Weekly South East Asia: hit from Delta will be slow to fade There are some signs that the Delta outbreak battering South East Asia is at least past its worst. But a rapid turnaround in the region’s economic fortunes looks unlikely. 27th August 2021 · 6 mins read
Emerging Markets Activity Monitor Em. Europe & Lat Am leading the recovery in Q3 Most economies in Emerging Europe and Latin America look set for a strong third quarter and, while the near-term outlook for Southeast Asian economies remains challenging, high-frequency mobility... 25th August 2021 · 3 mins read
Asia Economics Update Malaysia: major challenges await new PM Malaysia’s new prime minister, Ismail Sabri Yaakob, takes over an economy poised to rebound strongly from the COVID-19 pandemic. But the new government looks ill-equipped to deal with the many long... 20th August 2021 · 4 mins read
