Entries for 'Asia Pacific'
October 5, 2017
After several weak years, Emerging Asia exports of goods and services are rebounding, as evident from strong volume expansion from late 2016, while Q2
October 3, 2017
President Moon's ambitious agenda is focused on achieving sustainable growth of 3% a year by addressing structural challenges, including lifting wages
October 3, 2017
Non-resident capital flows to EMs are projected to rise to $1.1 trillion in 2017 and $1.2 trillion in 2018. China resident outflows have slowed sharpl
September 27, 2017
Global growth has picked up in 2017 as we expected, with a synchronized recovery underway. We think the outlook for 2018 now looks firmer than in Apri
September 27, 2017
Economy hit by the demonetization and GST shocks, along with weak private investment. While temporary adverse factors should wane, the government inte
September 12, 2017
The rising trade surplus with the US and the large current account surplus prompted the Trump administration to call for a review of the KORUS FTA and
September 11, 2017
We analyze cumulative non-resident portfolio investor positioning in Asia Six using quarterly data from Q1 2013 through Q3 2017 (latest available mont
September 6, 2017
US national security concerns remain paramount following stepped-up nuclear and missile tests by North Korea.' While the US has not ruled out military
August 31, 2017
We examine how EM reserve accumulation has fared in recent years. We compare the average pace of reserve accumulation from 2010 - 2014 to that since t
August 31, 2017
Improved Performance Amid Challenges Our recent visit found the diversified economy lifted by a firming in both domestic and external demand, althoug
August 31, 2017
"¢ Markets-overlooking the risks "¢ How inflated are equity market valuations? "¢ Junk bond issuance goes boom "¢' EM rally taking on a more cautious
August 10, 2017
Markets-reassessing the pain trade Korea-facing heightened geopolitical concerns China-rebalance by trade, not trade wars EM Europe-financial conditio
August 10, 2017
The military threat from the North, following its stepped-up missile and nuclear development program, has gone well beyond the Korean peninsula to pos
August 8, 2017
The US trade deficit didn't deteriorate in the past decade.' The trade imbalance is much less of an issue for China, as it is declining relative to Ch
August 4, 2017
Parliament recently approved a small upward revision in the budget deficit for 2017 from the original target of 2.4% of GDP to 2.9%, but the outturn m
August 2, 2017
Passing Through Testing Times Our recent visit found President Moon's new government challenged by heightened external political tensions and pressur
August 2, 2017
Below-target inflation along with subdued manufacturing and investment prompted the Reserve Bank of India (RBI) to belatedly cut the repo or policy ra
July 28, 2017
Chief Minister Nitish Kumar of Bihar rejoins the BJP-led National Democratic Alliance (NDA). Strengthens Prime Minister Modi's hand in the run up to t
July 27, 2017
2H growth will face more policy headwinds, especially on fiscal front. Expect GDP growth at 6.7% in 2H and 6.8% for 2017. These f
July 25, 2017
In No Hurry to Alter Monetary Policy While policy rates have largely bottomed out in the region, the Asia Six central banks are likely to keep them a