Entries for 'Asia Pacific'
December 15, 2016
1.' Markets brace for higher bond yields, stronger USD: As investors digest the implications of the Fed's rather hawkish hike (see below), they see l
December 13, 2016
The election of Donald Trump as US president implies an abrupt shift in policy direction in the US, but the details remain vague and implementation un
December 12, 2016
Political Aftershocks ' The impeachment of President Park, if upheld by the constitutional court as appears likely, should end months of political tu
December 8, 2016
Markets amp up ECB decision-When is a taper not a taper? Short-term debt relief for Greece-better than nothing! China-strong rebound in trade yet capi
December 8, 2016
We've discussed previously the uncertainty around the impacts of the U.S. election and the course of U.S. policy . However, recent personnel announcem
December 1, 2016
Reassessing the Trump trade Trump's economic team starts to take shape Business stays upbeat China-YI Gang tries to sooth RMB fear Turkey-currency wea
November 29, 2016
Portfolio outflows largest since "taper tantrum": Non-resident portfolio outflows from EMs are estimated to have been a hefty $24.2 billion in Novembe
November 23, 2016
The bold but controversial demonetization initiative is a political gamble and will adversely affect growth over several quarters, but should also hav
November 18, 2016
State-Owned Enterprises (SOEs) remain critical to China's economy. They dominate heavy manufacturing, financial services, utilities, telecom and defen
November 17, 2016
Bond' market rout-will it get worse? IIF EAC meeting in Vienna-economic consequences of Mr. Trump EM flows fall in post-election reset-new IIF Flows
November 10, 2016
President Duterte, who came into office on June 30, is stepping up macro stimulus and growth-enhancing reforms, while seeking to fulfill campaign prom
November 3, 2016
STAYING ON TRACK Despite challenges from persistent export weakness, low oil prices, and political controversies, the government is persevering with
October 31, 2016
As part of ongoing efforts to enhance our monitoring of capital flows to emerging markets, last month we introduced new country-level indicators to tr
October 24, 2016
EM bank lending conditions deteriorated again in 2016Q3. Demand for loans decreased significantly, consistent with a perception of increased risk and
October 20, 2016
1. Markets still wary:' Widely watched events this week have not really turned out to be game-c
October 5, 2016
This report covers seven frontier market countries in Asia-Bangladesh, Cambodia, Mongolia, Myanmar, Pakistan, Sri Lanka and Vietnam. Growth in Fronti
September 29, 2016
Domestic demand is helping to revive the economy from the slowdown brought on by weak exports and the earlier commodity price slump. Although revenue
September 28, 2016
As part of ongoing efforts to enhance our monitoring of capital flows to emerging markets, we are introducing new country-level indicators to track ne
September 23, 2016
Policymakers are focused on avoiding near-term economic volatility in the run-up to the leadership transition in October 2017, but restructuring and s
September 22, 2016
1. Global stocks, bonds surge post-Fed; EMs in favor :' While the outcome of the BoJ and Fed meetings this week (see below) was much as anticipated,