Asia Economics Weekly Korean weakness, CBSL rate cut, Vietnam uncertainty The Korean GDP data published earlier this week highlighted how unbalanced the economy has been since the pandemic. Exports have been very strong, but domestic demand has struggled. Meanwhile, Sri... 26th July 2024 · 8 mins read
Asia Economic Outlook Policy easing to begin soon We expect economic growth in most countries in Asia to slow in the second half of 2024, as tighter fiscal policy, high interest rates and weaker global growth all weigh on demand. Inflation is back to... 20th June 2024 · 28 mins read
Asia Chart Pack Emerging Asia Chart Pack (May 2024) Headline inflation across most of Emerging Asia is now either below or only slightly above central bank targets. Nevertheless, policymakers have struck a slightly more hawkish tone recently due to... 30th May 2024 · 1 min read
Asia Economics Weekly Singapore slowdown, Thailand’s weak recovery GDP growth in Singapore slowed sharply in the first quarter of the year, and the outlook for the rest of 2024 is very poor, with a weakening labour market, tighter fiscal policy and subdued global... 24th May 2024 · 6 mins read
Asia Economic Outlook Asian central banks waiting for the Fed With inflation easing and domestic demand struggling in much of emerging Asia, central banks are likely to start cutting interest rates soon. The one remaining concern for policymakers is the fear of... 27th March 2024 · 27 mins read
Asia Economics Update Sri Lanka: easing cycle has further to go The Central Bank of Sri Lanka today cut interest rates by a further 50bps and hinted at further rate cuts to come. With inflationary pressures under control and the economic recovery struggling, more... 26th March 2024 · 2 mins read
Asia Economics Update Sri Lanka: easing cycle not over yet The Central Bank of Sri Lanka left its deposit rate on hold (at 9.00%) today, and gave no hints at what its next move would be. However, with inflation set to remain low and growth likely to struggle... 23rd January 2024 · 2 mins read
Asia Economics Weekly Xi’s visit to Vietnam, Sri Lanka on the mend Despite the close show of friendship on display this week during President Xi Jinping of China’s visit to Vietnam, our global fracturing map has Vietnam in the “lean US camp”. By leaning more towards... 15th December 2023 · 6 mins read
Asia Economic Outlook Policy easing coming sooner than most expect Economic growth in most of Emerging Asia is likely to slow in the near term as weak global demand and high interest rates weigh on prospects. With growth set to struggle and inflation likely to ease... 7th December 2023 · 32 mins read
Asia Economics Weekly Q3 strength unlikely to last, CBSL cuts again GDP growth rebounded strongly across most of Emerging Asia last quarter, but we doubt this strength will last. We expect growth to slow in the near term as weak exports and tight monetary and fiscal... 24th November 2023 · 8 mins read
Asia Economics Update Sri Lanka: further easing ahead The central bank (CBSL) today cut interest rates by a further 100bps. With inflation low and the economy still very depressed, further easing is likely over the coming months. 5th October 2023 · 2 mins read
Asia Economic Outlook Economic weakness to prompt policy easing in 2024 GDP growth across most of Emerging Asia has struggled over the past year and we expect growth to remain weak in the near term as tight monetary policy at home and subdued activity abroad weigh on... 25th September 2023 · 34 mins read
Asia Economics Update Sri Lanka – on the mend Recent data show Sri Lanka’s economy is now rebounding strongly from last year’s political and economic crisis. We expect the recovery to continue over the coming months, helped by the sharp drop in... 15th September 2023 · 3 mins read
Asia Economics Update CBSL on hold but rate cut still likely by end 2023 The central bank of Sri Lanka (CBSL) decided to keep monetary policy unchanged today, contrary to the expectations of most analysts (including ourselves), after having slashed rates by a cumulative... 24th August 2023 · 3 mins read
Asia Economics Update Sri Lanka – better times lie ahead Twelve months on from last year’s political and economic crisis, Sri Lanka is slowly getting back on its feet. The economy looks set to rebound steadily over the coming quarters helped by a sharp drop... 6th July 2023 · 3 mins read
Asia Economic Outlook Slower growth, falling inflation and interest rate cuts GDP growth has slowed sharply across most of Emerging Asia since the middle of last year and looks set to remain weak over the coming quarters, as tight monetary policy at home and subdued activity... 22nd June 2023 · 34 mins read
