Entries for 'Asia Pacific'
January 17, 2018
Bottom-up analysis shows that CPI in 2018 will be moderately higher, "¦ "¦driven by food, residence and probably also services.' Thus, we think the ch
December 19, 2017
Both on- and off-balance sheet Chinese banking sector assets ballooned in the past decade. However, many drivers behind the rapid asset growth seem to
December 14, 2017
India: Is RBI Poised to Shift to a Tightening Cycle? "¢ The recent jump in inflation, market expectations for it to be elevated through mid-2018, and
December 7, 2017
China's state-owned companies are suffering from high leverage and low return, "¦ "¦ partly due to their high concentration in upstream heavy industri
December 7, 2017
President Moon's administration faces multiple challenges, while seeking to reshape foreign relations. North Korea's latest missile launch and ongoing
December 7, 2017
Foreign direct equity investment in Asia Six jumped in Q3 2017 as inflows to India recovered after two soft quarters following the demonetization shoc
December 1, 2017
We expect China's CPI to be slightly higher, yet still contained in 2018, "¦ "¦ thanks to limited pass-through from PPI and slower growth of the money
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