Asia Economics Weekly Singapore slowdown, Thailand’s weak recovery GDP growth in Singapore slowed sharply in the first quarter of the year, and the outlook for the rest of 2024 is very poor, with a weakening labour market, tighter fiscal policy and subdued global... 24th May 2024 · 6 mins read
Asia Rapid Response Thailand GDP (Q1, 2024) Thailand’s economy rebounded in Q1 and we expect steady, if unspectacular, growth this year driven by a further rebound in tourism and strong government spending. 20th May 2024 · 2 mins read
Asia Economics Update Manufacturing PMIs & Korea Trade (April) The PMIs from Emerging Asia remained weak in April. We think manufacturing activity across most of Asia will remain subdued in the near term but output in Taiwan and Korea is likely to hold up better... 2nd May 2024 · 2 mins read
Asia Rapid Response Thailand Monetary Policy Announcement Thailand’s central bank (BoT) today resisted pressure from the government to loosen monetary policy, but with growth set to remain weak and inflationary pressures very subdued, we still think rate... 10th April 2024 · 3 mins read
Asia Economics Weekly BoT decision on a knife edge Inflation in Thailand was still negative last month, according to data released earlier today. With recent activity subdued, the central bank will have to change tack and start loosening policy soon... 5th April 2024 · 8 mins read
Asia Economics Update Manufacturing PMIs & Korea Trade (Mar.) The PMIs from Emerging Asia remained weak in March. We think manufacturing sectors across most of Asia will struggle in the near term but activity in Korea and Taiwan is likely to remain strong. 1st April 2024 · 2 mins read
Asia Economic Outlook Asian central banks waiting for the Fed With inflation easing and domestic demand struggling in much of emerging Asia, central banks are likely to start cutting interest rates soon. The one remaining concern for policymakers is the fear of... 27th March 2024 · 27 mins read
Asia Economics Weekly Bank of Thailand under pressure to cut interest rates Thailand has experienced by far the slowest recovery from the pandemic in the region – with GDP just 0.5% bigger than it was in the final quarter of 2019. While much of the weakness is due to the slow... 23rd February 2024 · 7 mins read
Asia Rapid Response Thailand GDP (Q4) Thailand’s economy contracted in Q4 due to weaker domestic demand. Looking ahead, we expect steady, if unspectacular, growth this year with a further rebound in tourism and strong government spending... 19th February 2024 · 3 mins read
Asia Economics Update Manufacturing PMIs & Korea Trade (Jan.) The PMI data for Emerging Asia offered some encouraging signs but remained quite weak overall for most economies. While parts of the region are likely to see an improvement in activity, we expect... 1st February 2024 · 2 mins read
Asia Economics Update Manufacturing PMIs & Korean trade (December) The December PMIs for most economies in Emerging Asia stood well inside contractionary territory. The outlook for manufacturing in the region remains bleak in the near term as elevated inventory... 2nd January 2024 · 2 mins read
Asia Economic Outlook Policy easing coming sooner than most expect Economic growth in most of Emerging Asia is likely to slow in the near term as weak global demand and high interest rates weigh on prospects. With growth set to struggle and inflation likely to ease... 7th December 2023 · 32 mins read
Global Markets Update What’s going on in Asia’s bond and FX markets? We think the yields of long-dated local-currency government bonds in Asia will generally fall further by the end of next year, and that most regional currencies will continue to make ground against... 23rd November 2023 · 5 mins read
