Emerging Markets Financial Risk Monitor Venezuela and Thailand still the most at risk The Capital Economics Risk Indicator (CERI) has fallen to a ten-year low suggesting that there is very little threat of a 1990s-style systemic emerging market (EM) crisis. That being said, some... 24th March 2014 · 1 min read
Asia Economics Update Still no end to Thailand's political crisis in sight Thailand’s ongoing political crisis took a new turn on Friday with the constitutional court deciding to annul the February general election. The annulment brings the crisis no closer to a resolution... 24th March 2014 · 1 min read
Asia Economics Weekly Is Emerging Asia about to run into structural constraints? Concerns over structural constraints on growth have come to the fore recently, in the wake of prolonged slowdowns in some of the world's biggest emerging economies. There are some fears that parts of... 24th March 2014 · 1 min read
Asia Economics Update Thailand lowers policy rate, but further cuts unlikely Amid rising downside risks to growth, the Bank of Thailand (BoT) opted to cut its policy rate by 25bps today. With no clear sign that the political impasse will be resolved soon, we expect interest... 12th March 2014 · 1 min read
Asia Economics Weekly Export recovery to support growth in Asia GDP data for the fourth quarter of 2013 showed that regional growth was unchanged from Q3. Improving prospects for exports bode well for the outlook, but domestic demand needs to cool in some... 3rd March 2014 · 1 min read
Asia Economics Update Asian currencies rebound, rupiah leads the way Following sharp falls in January, Asian currencies and equity markets have rebounded over the past month. Meanwhile, government bond yields have been broadly flat. 27th February 2014 · 1 min read
Commodities Update Political upheaval in Thailand to weigh on rice prices The potential end of the controversial support scheme for rice farmers in Thailand this week should add to the downward pressure on rice prices over the next few years. In particular, how the... 26th February 2014 · 1 min read
Asia Chart Pack Interest rates to stay lower than consensus expects Asian central banks have, for the most part, left interest rates on hold recently, with India the only major central bank in the region to adjust monetary policy over the past month. India raised... 25th February 2014 · 1 min read
Asia Economics Weekly India and Indonesia – not so fragile? After coming through the latest bout of market turmoil with surprising resilience, it could be time for Indonesia and India to hand in their membership of the so-called ”Fragile Five”. Importantly... 24th February 2014 · 1 min read
Asia Economics Focus Thailand's political crisis and its economic implications Thailand has been mired in a political crisis since November last year which continues to show no clear sign of resolution. The prolonged impasse has disrupted economic activity and is hurting the... 20th February 2014 · 1 min read
Asia Economics Update Thailand’s economy to struggle amid unresolved political crisis Thailand’s economy was not as badly damaged by the outbreak of political unrest in Q4 last year as we had feared, but with the disruption escalating since late December, much worse probably lies ahead... 17th February 2014 · 1 min read
Asia Economics Weekly Prolonged political crisis holding back growth in Thailand Following an inconclusive general election, Thailand’s power vacuum is likely to persist for a couple more months at least. Most attention has been focused on the potential short-term economic... 17th February 2014 · 1 min read
Asia Economics Update Thailand's political crisis to continue dragging on economy Although Sunday's general election proceeded as scheduled, Thailand's political crisis shows no sign of letting up. While the incumbent Pheu Thai Party almost certainly won the most votes, it could be... 3rd February 2014 · 1 min read
Asia Economics Weekly Five reasons to be positive about the Philippines The Philippines economy came through the disruption caused by Typhoon Haiyan reasonably well, posting healthy growth in the final quarter of 2013. The outlook is also bright, with long term growth... 3rd February 2014 · 1 min read
Asia Economics Update Asia escaping the worst of recent EM turmoil Asia has escaped the worst of the latest sell-off in EM assets. What’s more, some of the economies that were hit hardest during the turmoil of last summer have proved more resilient this time around. 29th January 2014 · 1 min read
Asia Chart Pack Asia is struggling for momentum Emerging Asia is continuing to struggle. While rising demand from the developed world is helping some economies, most notably Korea, it looks like the region as a whole ended the year on a lacklustre... 27th January 2014 · 1 min read
