Asia Chart Pack Supply-chain disruptions temporarily hit growth Q2 GDP figures reported so far within emerging Asia have tended to be weak, with some analysts suggesting that sluggish growth in the US and euro-zone have stalled growth in Asia. This seems premature... 27th August 2011 · 1 min read
Asia Economics Update Vietnam’s inflation to bring more policy tightening August price data highlight growing concerns over the stubbornly-high rate of inflation in Vietnam. Despite the backdrop of a weak global economy, we believe that the State Bank of Vietnam (SBV) is... 26th August 2011 · 1 min read
Asia Economics Weekly Interest rates to rise in the Philippines The Philippines’ central bank (BSP) will announce its latest policy decision on Thursday. As with elsewhere in the region, the BSP faces a dilemma as it looks to keep inflationary pressures under... 26th July 2011 · 1 min read
Asia Chart Pack Global risks may delay policy tightening Inflation remains a concern across most of the region. Central banks in Taiwan and Thailand have hiked their policy rates in recent weeks, while the central bank in Malaysia increased its reserve... 22nd July 2011 · 1 min read
Asia Economic Outlook End of Asia’s policy tightening in sight Policy rates across Emerging Asia are likely to rise further towards pre-crisis levels in the coming months. However,tightening cycles should end next year with rates below their 2008 peaks. Most... 1st July 2011 · 1 min read
Asia Economics Weekly Vietnam needs to remain in tightening mode Policymakers in Vietnam have been busy so far this year tackling the risk of the economy overheating. Nonetheless, policy settings were left too loose for too long and recent data show that broad... 16th May 2011 · 1 min read
Asia Economics Update Vietnam to continue focusing on inflation risks Vietnam’s Q1 GDP figures were released today and show that growth eased at the start of the year. We expect the expansion to stay on a weaker track this year given policymakers’ ongoing efforts to... 29th March 2011 · 1 min read
Asia Economics Update Vietnam aims for a comprehensive policy shift The decision of Vietnam’s central bank to raise both the refinancing and discount rates to 12% today (from 11% and 7% respectively) was in line with the recent top-level directive to get a grip on... 8th March 2011 · 1 min read
Asia Economic Outlook Set for above-trend growth GDP growth across Emerging Asia has slowed, but is likely to pick up again soon. Domestic demand, trade between the emerging markets, as well as policy flexibility, will cushion the downside... 22nd February 2011 · 1 min read
Asia Economics Update Vietnam's base rate hike a step in the right direction Vietnam’s central bank hiked its policy rate by a larger-than-expected 200bp to 11% today, which follows on from last week’s devaluation of the dong against US dollar. It appears that policymakers are... 17th February 2011 · 1 min read
Asia Economics Update Vietnam still needs to do much more Vietnam’s central bank today devalued the reference rate for the dong by around 9%. The move was bigger than expected but long overdue. To be a success, today’s adjustment has to be complemented soon... 11th February 2011 · 1 min read
Asia Economics Update Vietnam set to adjust and target lower inflation Vietnam’s National Party Congress, which closed today, is the most important set-piece meeting of the Communist Party. Comments from the top officials, to no-one’s surprise, suggest that containing... 19th January 2011 · 1 min read
Asia Economics Update To avoid crisis, policy in Vietnam needs to change soon The authorities in Vietnam continue to give mixed signals on what they will do in 2011. This should not be a big surprise ahead of the important National Party Congress which will take place next week... 6th January 2011 · 1 min read
Asia Economics Weekly Vietnam likely to target stability over growth Data published in Vietnam over the next few days should confirm that the economy expanded at a rapid pace in Q4 but inflation remains far too high. What’s more, recent debt downgrades have highlighted... 27th December 2010 · 1 min read
Asia Economics Update Is Vietnam heading for another crisis in 2011? Yes is the answer to this question, unless policy-makers change course. A shift is needed towards targeting stability and lower inflation, rather than achieving high growth for its own sake. The good... 2nd December 2010 · 1 min read
Asia Economic Outlook Asia's slowdown to bottom soon (Q4 10) The post-recession rebound in most of Latin America is showing signs of slowing but growth is likely to remain fairly strong over the coming quarters. We still expect the region to expand by around 4... 1st December 2010 · 1 min read
