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 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
Asia Data Response Vietnam GDP (Q3) The weakness in Vietnam’s economy so far this year has been down to the agriculturesector, which has been hit hard by a drought. But with weather patterns nowreturning to normal, growth should rebound... 29th September 2016 · 1 min read
Asia Economics Weekly Baht not to blame for Thailand’s export woes Recent claims by Thai exporters and policymakers that a “strong” baht is to blame for the country’s poor export performance are wrong. The baht does not look strong relative to the currencies of its... 16th September 2016 · 1 min read
Asia Economics Weekly ASEAN still struggling for purpose The Association of South East Asian Nations (ASEAN), which has just concluded its annual meeting in Laos, has little chance of becoming the kind of single market and production base which could one... 9th September 2016 · 1 min read
Asia Data Response Manufacturing PMIs (Aug.) The August PMIs for Emerging Asia suggest manufacturing conditions in the region remain lacklustre. Focusing on the two economies where the PMIs most closely track the hard data, there are signs of... 1st September 2016 · 1 min read
Asia Economics Weekly The dangers of decoupling Economic growth across Emerging Asia accelerated last quarter, as strong domestic demand compensated for weak exports. But while this “decoupling” has enabled Emerging Asia to shrug-off the weakness... 26th August 2016 · 1 min read
Asia Economics Weekly Export struggles to continue The recent improvement in export performance across Emerging Asia owes more to the fading effects of the collapse in commodity prices on export values than a recovery in underlying demand. We expect... 19th August 2016 · 1 min read
Asia Data Response Manufacturing PMIs (Jul.) Manufacturing conditions in Emerging Asia remained lacklustre in July. In the two economies where the PMIs most closely track the hard data, there are some signs of improvement in Taiwan’s... 1st August 2016 · 1 min read
Asia Data Response Manufacturing PMIs (Jun.) While the June PMIs for Emerging Asia were generally uninspiring, in the two economies where the PMIs most closely track the hard data, the surveys suggest that manufacturing conditions are at least... 1st July 2016 · 1 min read
Asia Data Response Vietnam GDP (Q2) Vietnam’s economy is currently being held back by a drought which has hit the agricultural sector hard. However, medium-term prospects remain good and we expect growth to rebound soon. 28th June 2016 · 1 min read
Asia Economics Update Inflation set to rise, but central banks in no hurry to hike rates Inflation looks set to rise in most of Emerging Asia over the coming year, but probably not by enough to worry policy makers, who will look to keep interest rates low to support growth. 10th June 2016 · 1 min read
Asia Economics Weekly Will Vietnam’s exports continue to boom? 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... 3rd June 2016 · 1 min read
