Entries for 'Asia Pacific'
November 30, 2017
Bank of Korea (BOK) increased its benchmark policy rate by 25bp to 1.5%, the first hike since 2011. Stronger growth, curbing of household debt, and up
November 30, 2017
Economic surprise indices advance in sync Will G4 governments further extend duration on borrowing? OPEC extension of production cuts may not buoy pri
November 16, 2017
The government is persevering with prudent fiscal management as evident from the targeted fall in the budget deficit from 2.9% of GDP in 2017 to 2.2%
November 13, 2017
The revival in the economy from mid-2016 has continued into 2017, sustained by stronger exports, robust domestic demand and supportive government poli
November 8, 2017
Emerging markets are well positioned to scale up green finance, given strong growth prospects and rising demand for green products-with green bond iss
November 7, 2017
External trade and manufacturing of electronic goods and component parts are important indicators of regional economic activity as EM Asia is key in t
November 7, 2017
China's corporate debt relative to GDP is the highest both historically and among the major economies. However, Chinese companies' leverage, measured
October 27, 2017
Authorities have responded to strong external positions by letting most currencies in Asia Six appreciate in 2017, although they have sought to dampen
October 26, 2017
Policy rates have bottomed out in the region, except perhaps in Indonesia and India, which came late to the easing cycle and could have room for anoth
October 26, 2017
Government announces much-needed and expanded recapitalization program for state-owned banks. Complements efforts from May aimed at speedier debt reso
October 24, 2017
The real-term FAI growth by non-SOE companies fell from 40% in 2011 to only about 2% in the past year. There are both benign and worrisome reasons beh
October 12, 2017
Prime Minister Modi has focused on advancing digital finance as an important part of his structural reform program since coming to office in May 2014.
October 6, 2017
This note discusses the structures of China's external and foreign exchange balance sheet.' The liability-side of the external and FX balance sheet is
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