Asia Economics Update Taiwan’s growth surge won’t last Taiwan’s growth looks likely to far outpace expectations in 2010, but economic activity will not feel so healthy on the ground. 22nd February 2010 · 1 min read
Asia Economic Outlook Upswings to stay impressive for a while (Q1 10) The trade-dependent economies will eventually see slower GDP growth later this year and in 2011 as the global upswing loses momentum. But Asia’s rebound will not come to a complete halt and growth, by... 19th February 2010 · 1 min read
Asia Economics Update Taiwan rates to remain on prolonged hold Taiwan’s central bank left interest rates on hold today, as expected. With deflation still a lingering threat, interest rates will remain at their current level until well after they start to climb... 24th December 2009 · 1 min read
Asia Economic Outlook Decoupling is back (Q4 09) We expect the upswing in emerging Asia to stay relatively strong in coming quarters. The more trade-dependent economies will be held back by the long drawn-out recoveries that are likely in the US and... 24th November 2009 · 1 min read
China Economics Update PMIs add to impression of Asian strength Asia’s PMI releases today add to the weight of evidence that Asia’s recovery has plenty of positive momentum. 1st October 2009 · 1 min read
Asia Economics Update Deflation threat to keep Taiwan rates on prolonged hold With deflation still a lingering threat, interest rates will probably remain at their current low level in Taiwan until well after they start to climb elsewhere in the region. 24th September 2009 · 1 min read
Asia Economics Update PMIs point to continued momentum in emerging Asia The short histories and sketchy track records of PMIs in emerging Asia limit their usefulness as leading indicators. Nonetheless, they are increasingly closely-watched. Read alongside other recent... 1st September 2009 · 1 min read
China Economics Update PMIs point to continued momentum in emerging Asia 1st September 2009 · 1 min read
Asia Economics Update Chinese demand no panacea for Taiwan Taiwanese interest rates have probably bottomed out. But despite optimism about improving economic relations with China, weaknesses closer to home are likely to keep rates at their current level for a... 25th June 2009 · 1 min read
Asia Economics Update GDP collapse largely made in Taiwan Taiwan’s economy has been hurt by falling global demand but the roots of its weakness lie closer to home. This suggests that Taiwan will fare worse than its neighbours as global demands contracts and... 18th February 2009 · 1 min read