Asia Chart Pack Asia is struggling for momentum Emerging Asia is continuing to struggle. While rising demand from the developed world is helping some economies, most notably Korea, it looks like the region as a whole ended the year on a lacklustre... 27th January 2014 · 1 min read
Asia Economics Weekly Indian inflation subsides as RBI considers policy reform A good harvest appears to have dampened food price inflation in India. As a result, consumer and wholesale prices both fell sharply at the end of 2013. While inflation is likely to ease further over... 27th January 2014 · 1 min read
Asia Economics Weekly Is Singapore really the next Iceland? An article in Forbes, a business journal, comparing Singapore to Iceland and claiming that it is on the brink of financial crisis, has caused a stir in the city state this week. We have ourselves... 20th January 2014 · 1 min read
Asia Economic Outlook China to slow, but faster growth elsewhere Most of Emerging Asia should enjoy a steady recovery in 2014-15 on the back of loose monetary policy and an expected recovery in the developed world. China is the main exception. Recently announced... 14th January 2014 · 1 min read
Asia Economics Weekly Asia’s export recovery to gain momentum Emerging Asia’s exports have continued on a path of slow recovery in recent months. Exports should gain more momentum over the next couple of years as demand from advanced economies strengthens. The... 13th January 2014 · 1 min read
Asia Economics Weekly Elections in 2014 – what they mean for Asia In this first Weekly of 2014, we take our usual look at the important elections that are set to take place in Asia over the coming year, assessing the implications for policymaking and the region's... 6th January 2014 · 1 min read
Asia Chart Pack Thailand ends the year in crisis Thailand heads into 2014 in political crisis. Anti-government protests that began in November have pushed the prime minister, Yingluck Shinawatra, into dissolving parliament and calling new elections... 24th December 2013 · 1 min read
Asia Economics Update Asian markets shrug off Fed tapering Asian financial markets took the Fed’s decision last week to taper its asset purchases under QE3 largely in their stride. Currencies fell, but not by much, while equity markets on the whole were up... 23rd December 2013 · 1 min read
Asia Economics Weekly What to expect from Asia in 2014 In this Weekly we outline our key calls for the region in 2014. Emerging Asia will remain a bright spot in the global economy, with growth set to accelerate in most economies on the back of continued... 23rd December 2013 · 1 min read
Asia Economics Weekly Our key calls for 2013: how did they stack up? In our final Weekly of 2012 we outlined our key calls for the year ahead. We'll be doing the same again next week before heading off for our Christmas break. This week we take a look back at how we... 16th December 2013 · 1 min read
Asia Economics Weekly Inflation rising, but scope for policy to remain loose Inflation in Emerging Asia has picked up in the past few months, albeit to a rate that is still low by historic standards. While the inflation outlook is not quite as benign as it has been for the... 9th December 2013 · 1 min read
Asia Economics Update Australia’s economy is unlikely to rebalance seamlessly Australia’s economy slowed slightly in the third quarter. We expect growth to remain below trend over the next couple of years as the economy adjusts to cooling mining investment. 4th December 2013 · 1 min read
Global Markets Update Aussie dollar likely to come under further pressure The Australian dollar was the second-worst performing of the G-10 currencies in November behind the Japanese yen, shedding nearly 4% of its value against the US dollar. We expect the Aussie to remain... 3rd December 2013 · 1 min read
Asia Economics Update Australia’s central bank still likely to provide more support The Reserve Bank of Australia (RBA) kept its policy rate on hold at 2.5% today. However, we think further loosening will be needed next year to help the economy cope with the cooling mining boom. 3rd December 2013 · 1 min read
Asia Economics Weekly Growth in Asia has picked up, but risks lie ahead GDP data for the third quarter showed a small improvement in regional growth, led by stronger export performance. Looking ahead, we expect the region to pick up pace gradually over the next couple of... 2nd December 2013 · 1 min read
Asia Economics Update Asian markets see renewed volatility Continued uncertainty over when the US Federal Reserve will start to taper its asset purchases under QE3 has led to renewed volatility across Asian financial markets over the past month. Currencies... 26th November 2013 · 1 min read