Economy
North Korea
BMI View: North Korea does not publish any economic data, since it regards this as a state secret. Thus, the only reliable estimates are provided by the South's central bank (Bank...
2008-07-01South Korea
BMI View: With both headline and core inflation increasing rapidly and real inflation rates now in negative territory, we believe the Bank of Korea will have little option than to...
2008-07-01South Korea
BMI View: We maintain our above-consensus 4.7% GDP growth forecast for 2008 in spite of the growing macroeconomic woes in the form of decade-high inflation and continued pressure...
2008-07-01Japan
BMI View: Although Japan's Q108 real GDP growth was revised up to an annualised rate of 4.0%, the economy is clearly facing downside risks. Thus, we feel it is too soon to drop our...
2008-06-11Hong Kong
BMI View: GDP growth surprised on the upside in Q108, coming in at 7.1% y-o-y after a revised 6.9% expansion in the preceding quarter. However, we continue to believe that the economy...
2008-06-11South Korea
BMI View: We see mounting threats to macroeconomic stability as concerns about FX borrowing could spur a further sell-off of the won, which would only exacerbate the current inflationary...
2008-05-30South Korea
BMI View GDP growth in 2007 came in at 4.9%, slightly below our 5.0% forecast. We maintain our 5.1% forecast for 2008, but acknowledge considerable downside risks as South Korean...
2008-04-11China
China's business climate index fell sharply in Q108 'due to the impact of the sudden weather storms and the global economic slowdown', according to the National Bureau of Statistics....
2008-04-10
