Emerging Markets Economics Update EM recovery continues Our EM GDP Tracker suggests that the emerging market recovery is strengthening and that growth accelerated in the final months of last year. Asia and Latin America are still leading the recovery, but... 31st January 2013 · 1 min read
Asia Economics Update Strong Q4 growth in the Philippines, but will it last? GDP growth in the Philippines remained strong in Q4, with the pace of expansion slowing only slightly from the previous quarter. Although we remain upbeat about medium-term prospects, growth is likely... 31st January 2013 · 1 min read
Asia Economics Update Taiwan's growth likely to be lacklustre this year Today’s GDP data from Taiwan show that the economy ended 2012 on a strong note. But Taiwan remains vulnerable to a renewed deterioration in global sentiment, which we think is likely this year... 31st January 2013 · 1 min read
Asia Economics Update India's stubborn inflation limits room for further loosening The Reserve Bank of India (RBI) met expectations that it would cut its key policy rate today. However, the accompanying policy statement suggests there may be only limited further policy loosening... 29th January 2013 · 1 min read
Asia Economics Weekly Peso strength and rupiah weakness to continue Despite a similarly strong economic performance last year, the currencies of Indonesia and the Philippines have gone in opposite directions, with the peso significantly outperforming the rupiah. In... 28th January 2013 · 1 min read
Asia Chart Pack A strong finish to 2012 Emerging Asia’s GDP growth looks to have rebounded in the final quarter of last year, led by strength in South East Asia. Meanwhile, inflation remains comfortably low for policymakers in most... 25th January 2013 · 1 min read
Emerging Markets Economics Chart Pack Bright start to the year Emerging markets are in a sweet spot at the moment. Economic growth appears to have accelerated towards 5% y/y in Q4 of last year, led by a rebound in the Chinese economy. At the same time, aside from... 24th January 2013 · 1 min read
Asia Economics Update Korea's weak growth underlines need for policy support Korea’s Q4 GDP data show that the economy ended 2012 on a weak note. We think growth is unlikely to rebound strongly anytime soon, while inflation looks set to remain low. Accordingly, we maintain our... 24th January 2013 · 1 min read
Emerging Markets Trade Monitor Export recovery continues, but remains fragile The latest data show further strengthening in emerging market exports towards the end of 2012. However, the pace of export growth remains weak by historic standards. 22nd January 2013 · 1 min read
Asia Economics Weekly Vietnam’s exports bucking the regional trend Exports from Vietnam grew strongly last year in what was a rare bright spot for the country’s troubled economy. In this Weekly we look at how Vietnam has managed to buck the regional trend and outline... 21st January 2013 · 1 min read
Asia Economic Outlook Gathering momentum? Asian growth looks to have picked up late last year and is likely to fare well in the near term. However, growth in 2013-14 is unlikely to be strong due to lacklustre external demand and structural... 17th January 2013 · 1 min read
Emerging Markets Economics Update Which EMs will benefit from rising labour costs in China? China’s low-end exports are now losing global market share. Rapidly rising labour costs in China mean this trend is likely to continue. Although many countries can now compete with China on labour... 17th January 2013 · 1 min read
Emerging Markets Economics Update How is government spending affecting EM growth? In parts of the emerging market world, an increasingly pro-cyclical government spending bias threatens to contribute to a more volatile pattern of growth. Within Latin America there is a risk that... 14th January 2013 · 1 min read
Asia Economics Update Latest data support case for rate cut in India India’s growth rate, rather than rebounding as many hoped, may be stabilising at a low level. But the latest fall in underlying inflation does at least provide a green light for the central bank to... 14th January 2013 · 1 min read
Asia Economics Weekly What to expect of Asia's exports this year We expect growth in the developed world to be sluggish in 2013, which suggests that Asia’s exports are unlikely to be strong. But the downside will be mitigated by Asia’s exports increasingly going to... 14th January 2013 · 1 min read
Asia Economics Update Korea's rate-cutting cycle has further to go The Bank of Korea (BoK) kept its policy rate at 2.75% today, as was widely expected. Korea’s economic slowdown has bottomed out, but we think growth is unlikely to rebound strongly and that inflation... 11th January 2013 · 1 min read
