Asia Chart Pack Political developments take centre stage Political developments have taken centre stage over the past month. Aside from Donald Trump’s election victory, most attention in Asia has focused on Korea, where President Park Geun-hye is clinging... 23rd November 2016 · 1 min read
Asia Data Response Thailand GDP (Q3) Thailand’s growth slowed in Q3 and looks set to soften further over the coming quarters, due to high levels of household debt, lacklustre global growth and continued political uncertainty. 21st November 2016 · 1 min read
Asia Economics Update China trade pact will not compensate for failure of TPP The demise of the TPP is a blow to economic prospects in Emerging Asia. The benefits of a China-led regional trade deal are likely to be much smaller. 18th November 2016 · 1 min read
Asia Economics Update What does Trump’s victory mean for policymakers in Asia? The Bank of Thailand (BoT) left interest rates unchanged at 1.50% today and is likely to be in little hurry to adjust monetary policy over the coming year. Elsewhere in the region, the increase in... 9th November 2016 · 1 min read
Asia Economics Update What would a Trump victory mean for Asia? The Philippines, followed by Taiwan and Korea, stand out as the countries in Asia with most to lose inthe event Donald Trump is elected as the next president of the United States. 7th November 2016 · 1 min read
Asia Economics Focus Household debt mountain to weigh on Asian consumers A surge in household borrowing has provided a key support to economic growth across large parts of Emerging Asia over the past few years. Worst case scenarios of a financial crisis are unlikely to... 3rd November 2016 · 1 min read
Asia Data Response Manufacturing PMIs (Oct.) Manufacturing conditions in Emerging Asia were lacklustre in October. Focusing on the two economies where the PMIs most closely track the hard data, there are further signs of improvement in Taiwan’s... 1st November 2016 · 1 min read
Asia Economics Update Markets in Thailand regain their poise Manufacturing conditions in Emerging Asia were lacklustre in October. Focusing on the two economies where the PMIs most closely track the hard data, there are further signs of improvement in Taiwan’s... 31st October 2016 · 1 min read
Asia Economics Weekly Political risk on the rise in South East Asia There is little sign that the death of the King of Thailand or the increasingly erratic behaviour of President Duterte of the Philippines is, so far at least, having much of an impact on the economy... 28th October 2016 · 1 min read
Asia Economics Weekly Malaysia to signal continued commitment to fiscal discipline The Malaysian government is likely to prioritise maintaining fiscal discipline over supportingthe weak economy at its upcoming budget. 14th October 2016 · 1 min read
Asia Economics Update King’s death casts shadow over Thailand The death of Thailand’s highly-revered king will plunge the country into a state of mourning, and also deep political uncertainty. There is a risk that political tensions flare up, triggering a... 13th October 2016 · 1 min read
Asia Economics Update Poor health of the king is the key risk to Thai growth outlook The worsening health of the King of Thailand poses a key risk to the country’s economy. His death would plunge the country back into political crisis, which in turn could push the economy into... 10th October 2016 · 1 min read
Asia Economics Weekly What would a Trump victory mean for Asia? It remains to be seen if Donald Trump would follow through on some of his more protectionist policies if he is elected president of the United States. If he did, then the repercussions for some parts... 7th October 2016 · 1 min read
Asia Economic Outlook Loose monetary and fiscal policy to support growth While Emerging Asia continues to face headwinds, loose fiscal and monetary policy in most economies should continue to support demand over the next couple of years, and we expect regional growth to... 4th October 2016 · 1 min read
Asia Data Response Manufacturing PMIs (Sep.) The PMIs for Emerging Asia in September were mostly encouraging, suggesting that manufacturing conditions in the region are slowly gaining a firmer footing. However, the struggles of Korea’s... 3rd October 2016 · 1 min read
Asia Economics Weekly New president of the Philippines risks undoing recent gains When Rodrigo Duterte became president of the Philippines on 30 th June, we warned that although the fundamentals were in place for the economy to grow strongly, his election had made the outlook much... 30th September 2016 · 1 min read
