Asia Chart Pack Property price worries prompt rate hikes The central banks of New Zealand, the Philippines and Malaysia all tightened monetary policy last month amid signs that policymakers are becoming increasingly concerned that loose monetary policy is... 30th July 2014 · 1 min read
Asia Economics Update New Zealand rates to go on pause after latest hike The Reserve Bank of New Zealand (RBNZ) raised its policy rate by 25bp for the fourth straight meeting today, but signalled that it may now stay on hold for a while. We still expect one more rate hike... 24th July 2014 · 1 min read
Asia Economics Weekly How much do commodities matter to Malaysia? As one of the region's few net commodity exporters, there are some concerns that Malaysia is vulnerable to a fall in commodity prices. But Malaysia is not as dependent on commodities as is often... 18th July 2014 · 1 min read
Asia Economics Update Thailand’s financial markets recover, while Indonesia’s falter Reduced political tensions in Thailand have boosted its stock market and the baht. But in Indonesia, growing uncertainty over the result of July’s presidential election has weighed on financial... 30th June 2014 · 1 min read
Asia Economics Weekly Korea will struggle to overcome its demographic drag Korea has some of the worst demographic dynamics in Emerging Asia. Not only is the population set to age dramatically, but the size of the overall workforce is also set to fall sharply. Although the... 30th June 2014 · 1 min read
Asia Chart Pack Indonesian rupiah back in the spotlight An easing of financial conditions across the global economy has given support to most currencies in Emerging Asia, which have generally been appreciating against the US dollar over the past few months... 25th June 2014 · 1 min read
Asia Economics Update Are higher oil prices a threat to Asia? A sharp rise in oil prices as a result of the crisis in Iraq would have negative effects on Emerging Asia. While the inflationary impact is likely to be manageable, most Asian economies are net... 24th June 2014 · 1 min read
Asia Economics Update New Zealand’s economy will cool after strong Q1 New Zealand’s economy posted another robust quarter of growth in Q1, led by strong residential investment. There are signs that the economy is already cooling in response to policy tightening, but... 19th June 2014 · 1 min read
Asia Economics Weekly How will Emerging Asia fare over the next decade? In recent decades Emerging Asia has consistently set the global benchmark for economic growth. In this Weekly we look at prospects for the next decade. Overall, while Emerging Asia should continue to... 16th June 2014 · 1 min read
Asia Economics Update More rate hikes to come in New Zealand The Reserve Bank of New Zealand (RBNZ) raised its policy rate by 25bp for the third straight meeting today, as it continued the process of returning rates to more normal levels. We doubt that a... 12th June 2014 · 1 min read
Asia Economics Update Three scenarios for how Asia’s credit binge will end We have been arguing for some time that Emerging Asia’s credit binge is unsustainable. While we don’t think an Asia-wide financial crisis is likely, the countries that have seen the biggest build-up... 10th June 2014 · 1 min read
Asia Economics Weekly Can manufacturing revive growth in India and Indonesia? A strong manufacturing sector would go some way to reviving the economic fortunes of India and Indonesia. The challenges are formidable. But, with a new prime minister in India, and Indonesia set to... 9th June 2014 · 1 min read
Asia Economics Weekly South East Asia losing its shine The slowdown in GDP growth in South East Asia in recent quarters represents something of a fall from grace for the region, which until recently was a rare bright spot in the global economy. With the... 2nd June 2014 · 1 min read
Asia Economics Update Emerging Asia Markets Monitor (May) The election of Narendra Modi in India has provided a boost to the rupee and the Indian stock market. In contrast, the military coup in Thailand and anti-China protests in Vietnam have weighed on... 30th May 2014 · 1 min read
Asia Chart Pack Political risk back on the agenda Political developments have once again taken centre stage over the past month. Most attention has focused on Thailand, where the army has staged a military coup. This may help to reduce uncertainty in... 29th May 2014 · 1 min read
Asia Economics Focus Will urbanisation continue to drive growth in Asia? Urbanisation has been an important growth driver for Asian economies over the past few decades. With the proportion of the population living in urban areas still below 50% in many Asian countries... 26th May 2014 · 1 min read
