Asia Data Response Manufacturing PMIs (Jan.) Emerging Asia’s PMIs for January suggest the region’s manufacturing sectors gained momentum at the start of 2018. Encouragingly, the headline readings for Taiwan and Korea – the two economies where... 1st February 2018 · 1 min read
Asia Economics Update Will Vietnam’s export sector continue to outperform? Exports from Vietnam should continue to grow strongly in the short term, helped by booming foreign direct investment into the manufacturing sector. However, the lack of spillovers from the dynamic... 9th January 2018 · 1 min read
Asia Data Response Manufacturing PMIs (Dec.) The December PMIs for Emerging Asia suggest that the region’s manufacturing sectors remained in good health. Focusing on the two economies where the PMIs most closely track the hard data, Taiwan’s... 2nd January 2018 · 1 min read
Asia Data Response Manufacturing PMIs (Nov.) The November PMIs for Emerging Asia suggest that the region’s manufacturing sectors rebounded strongly last month. Encouragingly, the headline readings for Taiwan and Korea – the two economies where... 1st December 2017 · 1 min read
Asia Data Response Manufacturing PMIs (Oct.) The October PMIs for Emerging Asia suggest that the region’s manufacturing sectors lost some momentum at the start of Q4. The headline readings for Korea and Taiwan – the two economies where the PMIs... 1st November 2017 · 1 min read
Asia Chart Pack Malaysia’s budget won’t be a giveaway bonanza While Malaysia has made good progress in bringing down its budget deficit, there remains limited room for a pre-election giveaway in the 2018 budget, which is due to be announced on 27th October... 26th October 2017 · 1 min read
Asia Data Response Manufacturing PMIs (Sep.) Emerging Asia’s PMIs for September suggest the region’s manufacturing sectors ended Q3 on a solid note. Focussing on the two economies where the PMIs most closely track the hard data, Taiwan’s... 2nd October 2017 · 1 min read
Asia Economics Update Asian equities and currencies come off the boil Asian equities and currencies have generally fallen over the past month. Although worries about the Fed have played a role, local factors have been important too. 29th September 2017 · 1 min read
Asia Economics Weekly Inflation to remain subdued, interest rates to stay low Whereas the consensus is expecting monetary policy in Emerging Asia to be tightened next year, we think central banks will be in little hurry to raise interest rates. One of the main reasons is the... 29th September 2017 · 1 min read
Asia Data Response Vietnam GDP (Q3) Vietnam’s economy recorded another quarter of strong growth in the third quarter of the year, helped mainly by a pick-up in the manufacturing sector and solid export growth. Although we expect growth... 29th September 2017 · 1 min read
Asia Economics Weekly Bank of Thailand to resist pressure to cut interest rates The government is putting pressure on the Bank of Thailand (BoT) to cut interest rates in order to weaken the baht, which has been the best performing currency in Asia so far this year. The central... 22nd September 2017 · 1 min read
Asia Chart Pack Will tougher sanctions on North Korea work? The United Nations has agreed a new set of sanctions on North Korea, which while falling short of what was originally demanded by the US, constitute the strongest sanctions ever imposed on the country... 12th September 2017 · 1 min read
Asia Data Response Manufacturing PMIs (Aug.) Emerging Asia’s PMIs for August suggest the region’s manufacturing sectors gained a little bit of momentum last month. In particular, there were signs of improvement in both Korea and Taiwan – the two... 1st September 2017 · 1 min read
Asia Chart Pack Will other central banks follow Bank Indonesia? Despite the current subdued rates of inflation across most of Emerging Asia, we don’t expect many of the region’s central banks to copy Bank Indonesia, which yesterday surprised markets by cutting... 23rd August 2017 · 1 min read
Asia Data Response Manufacturing PMIs (Jul.) Emerging Asia’s PMIs for July suggest the region’s manufacturing sectors started Q3 on a subdued note. Focussing on the two economies where the PMIs most closely track the hard data, Taiwan’s... 1st August 2017 · 1 min read
Frontier Markets Wrap Frontier recovery still on track The recovery in frontier economies continued over the first half of this year. GDP growth averaged around 2.0% y/y in Q1, twice the rates seen in mid-2016. It would have been stronger still were it... 31st July 2017 · 1 min read
