China & North East Asia

Monthly political risk, economic forecasts and business environment analysis on each country market

Latest China & North East Asia Analysis

Economic Analysis - CBC To Hike Rates By 12.5bps In 2018 - MAR 2018

In line with expectations, the CBC maintained its discount rate at 1.375% during its monetary policy meeting on December 21. With growth likely to be resilient and inflation set to embark on a gradual uptrend, we maintain our forecast for the CBC to hike rates once by 12.5bps to 1.50% in 2018 as it seeks to ensure that the real interest rate differential between Taiwan and the US remain in...

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Economic Analysis - 2018 Budget: Focus On Job Creation - JAN 2018

South Korea's proposed 2018 expansionary budget aims to fulfil President Moon Jae-in's campaign pledges by focusing on the welfare of the people and job creation. However, we expect the government to struggle to achieve its operating headline budget deficit of 1.6% of GDP as we expect revenue collection efforts to fall short.

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