Entries for 'Asia Pacific'
June 6, 2017
Our first piece on the Phillips curves in the G-3 looks at the relationship between labor market slack and core inflation in the US, Japan and the Eur
June 5, 2017
Non-resident capital inflows to EMs are projected to increase by USD252 billion to USD970 billion in 2017' We look for a notable moderation in residen
June 1, 2017
In line with our expectation, yoy real GDP growth progressively fell to 7% in the quarter ending December 2016 and 6.1% in March 2017. The demonetizat
May 31, 2017
We estimate that non-resident portfolio inflows to emerging markets rose to USD21 billion in May All four EM regions saw portfolio inflows in May, wit
May 31, 2017
China has experienced massive capital outflows in the past two years, this vicious circle weakened economic confidence and heightened domestic financi
May 26, 2017
In the months since the election, the ability of Dollar moves to explain USD/CNY fixings is down sharply.' We interpret this regime change as a de fa
May 25, 2017
China's total debt (ex-financials) now tops 265% of GDP, marking a sharp rise from 140% in 2008. Heavily indebted non-financial corporates in China ar
May 25, 2017
Markets-just buy on dips Russia-the oil price conundrum China-downgrade highlights growing debt burden Brazil-spillovers for corporates? EM bank lendi
May 23, 2017
Foreign direct equity investment to six leading Asian economies, excluding China, are rebounding, as evident from recent trends, led by a turnaround i
May 22, 2017
The composite index for the 2017Q1 Emerging Markets Bank Lending Conditions Survey increased by 0.6pts to 48.6 in 2017Q1. The index remains below the
May 11, 2017
Mr. Moon Jae-in won the recent historic presidential election, ending the protracted political crisis culminating in the Constitutional Court upholdin
May 11, 2017
Markets - underpricing policy risk? Japan - our take from Tokyo France -' Can Macron build on his success? Turkey - credit impulse propels growth Egyp
May 9, 2017
We estimate a simple model that examines the role that Dollar direction plays in the fixing mechanism. Prior to Nov. 8, the fixing displayed asymmetry
May 5, 2017
There is a perception in the market that capital controls have helped balance China's capital flows. But experts that we talked to in Beijing were les
May 2, 2017
Emerging Asia's progressive opening-up to trade in goods, and more recently in services and financial flows, has brought prosperity to the region besi
May 1, 2017
We estimate that non-resident portfolio inflows to emerging markets were solid at USD21 billion in April All four EM regions saw portfolio inflows in
April 24, 2017
Electoral Setback Domestic political uncertainties could become more of a dampener on the economy in the aftermath of the Jakarta Gubernatorial elect
April 24, 2017
The sharp decline in the current account surplus,' which fell over $100 billion last year, was driven by a drop in the goods balance, not services.' W
April 7, 2017
During his presidential campaign, President Trump pledged to declare China a currency manipulator. This has not happened yet. President Trump may try
March 30, 2017
The economy should gradually gain momentum as the headwinds of the past several years dissipate with domestic demand remaining stable, improving prosp