Asia’s economic performance over the next six to nine months will continue to be hugely influenced by developments in the pandemic, probably more so...
APAC | Asia stronger today than in 2013 ahead of Fed taper
Posted by Sian Fenner on Sep 27, 2021
Notwithstanding Covid-related risks, we expect Asian currencies will show resilience in the face of tighter US monetary policy, particularly when...
India | Why the jump in household savings won’t be permanent
Posted by Priyanka Kishore on Sep 24, 2021
Indian households have hoarded savings through the Covid crisis, although to a lesser extent than the rest of the world. Emerging from the pandemic,...
APAC | Duelling currencies – the rise of the renminbi in Asia forex
Posted by Louis Kuijs on Sep 24, 2021
The role of the RMB is greatest where China is a major destination for manufacturing exports, suggesting that the degree of trade integration with...
APAC | To what extent can domestic travel support the tourism recovery in APAC?
Posted by Michael Shoory on Aug 23, 2021
Domestic travel is the key factor that will support the near-term tourism recovery in Asia-Pacific (APAC). While international travel in the region...
APAC | Why scars from the pandemic will vary across the region
Posted by Sian Fenner on Jul 27, 2021
Following record declines in 2020, we forecast strong 6.1% pa APAC GDP growth over the next two years. Nonetheless, the permanent loss in output from...
India | Monetary policy may turn a corner before year-end
Posted by Priyanka Kishore on Jul 23, 2021
The Reserve Bank of India (RBI) has played a key role in leading India’s pandemic policy response. While elevated inflation has taken rate cuts off...
APAC Cities Outlook | Sectoral shifts, rising incomes and demographics create long-term changes
Posted by Mark Britton on Jul 15, 2021
Over the past twenty years parts of Asia Pacific have experienced some of the fastest economic growth globally. This trend is set to continue over...
India | Premature state re-openings could backfire
Posted by Priyanka Kishore on Jun 25, 2021
States are starting to relax lockdown measures as the second wave of Covid infections is showing signs of plateauing. As a result, national mobility...
India | Slow vaccination to prolong lockdowns, lower growth
Posted by Priyanka Kishore on May 24, 2021
India’s new lockdown strategy, which is being led by states, seems to be working. The sustained decline in the daily coronavirus cases at a national...