Asia Economics Update Can the junta save the Thai economy? Since assuming power, the army has made spurring the flagging Thai economy one of its top priorities. Public spending should receive a boost, but private sector expenditure is likely to remain subdued... 5th 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 Update Thailand's political crisis won't hurt the rest of the region Thailand's protracted political crisis has damaged the domestic economy, but there are few signs of contagion to the rest of the region. Some of its neighbours may even stand to benefit. 26th 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 Update Thai coup restores short-term stability at long-term cost Thailand’s coup should reduce uncertainty in the near term and so may well be welcomed by financial markets. But it brings lasting resolution of the political conflict no closer and further undermines... 22nd May 2014 · 1 min read
Asia Economics Update Is Thailand’s crisis any nearer to being resolved? Contrary to some of the initial commentary, we are not convinced that the military’s imposition of martial law has brought resolution of Thailand’s political crisis any closer. There are a number of... 21st May 2014 · 1 min read
Asia Economics Update Thailand’s economic prospects hinge on political situation Prolonged political uncertainty in Thailand has clearly taken a heavy toll on the economy, which contracted in the first quarter of the year. Unless a resolution to the political crisis is found soon... 19th 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 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 Thailand’s political crisis is entering a crucial phase Thailand’s political crisis is approaching a critical stage as caretaker Prime Minister Yingluck Shinawatra faces key rulings that could force her out of office. There are some signs that the ruling... 6th 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
