Asia Economics Update Asian markets stabilise Asian financial markets have stabilised after falling sharply in the immediate aftermath of Donald Trump’s surprise US election victory. Looking ahead, we expect to see further falls in currencies... 30th November 2016 · 1 min read
Asia Economics Update Sri Lankan rates on hold, but hikes in the pipeline The Central Bank of Sri Lanka (CBSL) kept rates on hold at its meeting today, but with credit growing at an unsustainable pace, inflationary pressures building, and the US Federal Reserve set to... 29th November 2016 · 1 min read
Asia Chart Pack Political developments take centre stage Political developments have taken centre stage over the past month. Aside from Donald Trump’s election victory, most attention in Asia has focused on Korea, where President Park Geun-hye is clinging... 23rd November 2016 · 1 min read
Asia Economics Update What would a Trump victory mean for Asia? The Philippines, followed by Taiwan and Korea, stand out as the countries in Asia with most to lose inthe event Donald Trump is elected as the next president of the United States. 7th November 2016 · 1 min read
Asia Economics Update Rate left on hold in Sri Lanka, but further hikes likely Mexico’s economy grew by an impressive 1.0% q/q in Q3, the strongest rate since 2014. However, with growth being driven largely by the services sector and monetary policy set to tighten further, such... 31st October 2016 · 1 min read
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 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 Sri Lanka GDP (Q2 2016) GDP figures published today show economic growth in Sri Lanka slowed sharply inthe second quarter of 2016. Given the serious doubts that remain about the reliabilityof the data, we are wary of reading... 15th 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 Economics Update Sri Lanka holds rates, but further tightening still likely The central bank in Sri Lanka (CBSL) today left interest rates on hold despite a continued acceleration in credit growth, high inflation and a weak currency. We think another interest rate hike is... 30th August 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 Economics Update Sri Lanka’s tightening cycle has further to go The central bank in Sri Lanka (CBSL) today raised its deposit and lending rates by 50bp each in whatwas Indrajit Coomaraswamy’s first monetary policy meeting as governor. With credit growing at... 28th July 2016 · 1 min read
Asia Data Response Sri Lanka GDP (Q1) GDP figures published today showed growth in Sri Lanka picked up in the first quarter of 2016. However, we are wary of reading too much into the data, given the serious doubts that remain over the... 15th June 2016 · 1 min read
