Entries for 'Asia Pacific'
September 7, 2018
Our China team, Gene Ma, Greer Meisels, Yuanliu Hu, and Phoebe Feng, put together a helpful guide to China's trade ne
August 23, 2018
If you would like to receive the Sticky Notes email, please send us an email' here ' with your information. This week: Scott Farnham provides an upd
August 1, 2018
Launched in March 2014, the IIF EM Portfolio Flows Tracker is a monthly indicator that provides estimates of non-resident portfolio debt and equity in
July 26, 2018
The economy is set to grow at its fastest pace since 2012, driven by investment and consumption. Given the subdued outlook for inflation, we expect th
July 18, 2018
Widening fiscal and current account deficits have led to a substantial decline in international reserves. The State Bank of Pakistan has devalued the
July 3, 2018
Thank you for joining us for another edition of Sticky Notes, the IIF's new weekly look at the big events we're watching in international economics an
June 26, 2018
Welcome back to Sticky Notes, the IIF's new weekly look at the big events we're watching in international economics and politics. If you would like to
June 26, 2018
We see similarities in economic conditions leading to unscheduled BI meetings in Aug 2013 and May 2018. Sustained portfolio outflows and depreciation
June 25, 2018
OPEC and Russia have agreed to lift oil output starting July 2018.' The agreement is ambiguous with no concrete output targets and country level alloc
June 8, 2018
Growth remains robust, driven by consumption, despite capital formation weakening this year. The opposition's surprise victory in the general election
May 24, 2018
Turkey hikes rates to support the lira-will this movie replay in other markets? Rise in EM local currency yields has been modest, compared to the tape
May 10, 2018
China still enjoys strong growth momentum driven by services and advanced manufacturing. Trade tensions and deleveraging of a very indebted economy ar
May 8, 2018
Mounting trade tensions reflect past and present currency manipulation. We document the "fear of floating" that exists in countries across EM Asia, ..
May 8, 2018
Given the more challenging landscape, with a stronger USD and rising U.S. rates, we have cut our forecasts for non-resident portfolio flows to emergin
May 3, 2018
Demonetization and GST were quasi-natural experiments, with profound and long-lasting impacts on the economy. This meant India missed the synchronized global recovery, but a rebound is underway from low initial conditions. Broad money has not recovered fully from demonetization, but credit growth and capital flows will support investment. Easing appreciation pressure will be positive for exports, even though structural competitiveness issues remain.
May 1, 2018
The economy is to expand around 6.7% in 2018, running near potential. The key this year is to stabilize inflation expectations and anchor inflation wi
April 26, 2018
Economic growth is poised to maintain a steady path after improving last year. Expansionary fiscal spending and a low policy rate will support domesti
April 3, 2018
The growth outlook has improved as the economy is overcoming the impact of policy-related disruptions. Fiscal spending ahead of elections next year wi
April 2, 2018
Broad-based economic growth is expected, predominantly driven by private consumption and investment. Official reserves will rise to USD133 billion in
February 1, 2018
China's foreign exchange reserve recovered in 2017, after a decline of $1 trillion over two and half years. This was entirely due to the reversal of f