Asia Economics Update How big a worry is the suspension of US aid for Pakistan? The US government announced on Sunday that it has suspended $800m in military aid to Pakistan amid a further deterioration in the relationship between the two countries. The announcement is clearly a... 12th July 2011 · 1 min read
Asia Economics Weekly Singapore’s growth to improve later this year Singapore’s latest GDP figures will be released on Thursday and are likely to show that the economy contracted in the second quarter. However, this should be seen in the context of strong growth... 12th July 2011 · 1 min read
Asia Economics Update Sri Lanka’s central bank focused on supporting growth The Central Bank of Sri Lanka (CBSL) kept its policy rates on hold today, as expected. Growth slowed at the start of the year due to heavy floods, while headline inflation has been trending lower and... 9th July 2011 · 1 min read
Asia Economics Update Malaysia’s monetary tightening has not ended Bank Negara Malaysia (BNM) kept its policy rate at 3.0% today whereas both we and the consensus had anticipated a 25bp hike. Malaysia’s central bank instead opted to raise its reserve requirement... 8th July 2011 · 1 min read
Asia Economics Update Australia’s cash rate more likely to rise than fall The Reserve Bank of Australia (RBA) held its cash rate at 4.75% today, as was widely anticipated. A run of poor economic data has prompted market participants to expect that the next move in the cash... 6th July 2011 · 1 min read
Asia Economics Weekly Manufacturing growth to slow, but not sharply Manufacturing output across Emerging Asia is likely to grow at a sluggish pace in the near term given the weakness in global demand. However, output and orders continue to rise in most countries in... 5th July 2011 · 1 min read
China Economics Focus Can Asia avoid the middle-income trap? Most of emerging Asia should continue to grow rapidly for at least another decade, and much longer if the right policy choices are made. The key exception is China where, despite a bright long-run... 5th July 2011 · 1 min read
Global Economics Focus Capital flows to emerging markets: an accident waiting to happen? Fears of a widespread bubble in emerging markets look overdone, but there are growing signs that rapid capital inflows are stoking problems in several countries. We think the biggest risks lie in... 2nd July 2011 · 1 min read
Asia Chart Pack Managing inflation and avoiding asset bubbles Inflation remains high across much of the region and policy rates have moved up in India, Korea, Taiwan and Thailand in recent weeks. More policy tightening is on the way in Asia. However, concerns... 1st July 2011 · 1 min read
Asia Economics Update Taiwan’s slow tightening cycle still has far to go Taiwan’s slow pace of interest rate hikes is likely to continue into next year against a backdrop of strong economic growth and lingering property price concerns. 1st July 2011 · 1 min read
Global Markets Focus Will emerging markets outperform again? The relative valuations of emerging market equities and bonds are no longer as attractive as they have been in the past. But the fears of overheating and hard landings that have held many back so far... 1st July 2011 · 1 min read
Asia Economic Outlook End of Asia’s policy tightening in sight Policy rates across Emerging Asia are likely to rise further towards pre-crisis levels in the coming months. However,tightening cycles should end next year with rates below their 2008 peaks. Most... 1st July 2011 · 1 min read
Asia Economics Weekly What's driving the surge in India's exports? The strength of the recent surge in India’s exports is partly a result of the rise in prices of commodities, and particularly metals. As such, we expect export growth to moderate in the coming months... 28th June 2011 · 1 min read
Asia Economics Weekly Singapore's economy set for a soft landing Singapore’s small, open economy is susceptible to weakening global conditions, but we believe that growth will prove to be resilient this year. Strengthening domestic demand and intraregional links... 21st June 2011 · 1 min read
Asia Economics Weekly Singapore's economy set for a soft landing Singapore’s small, open economy is susceptible to weakening global conditions, but we believe that growth will prove to be resilient this year. Strengthening domestic demand and intraregional links... 21st June 2011 · 1 min read
