Economy

The recent uptick in Hong Kong's Q411 real GDP growth is likely to reverse in the first half of 2012. Weakening external demand conditions should see Hong Kong's exports take a hit.... 2012-02-02

We expect to see all measures of Chinese inflation receed in 2012, continuing the trend exhibited in H211. This should allow the People's Bank of China (PBoC) to cut interest rates... 2012-01-05

We have long-warned that expectations of yuan appreciation are not fundamentally supported, and back in October, we called for the yuan to be re-pegged to the US dollar as the economy... 2011-12-14

Taiwan's industrial and trade activity exhibits clear signs of slowing. Industrial production and exports are unlikely to hold up in the coming quarters as a retardation in global economic... 2011-09-28

We are short-term bullish the Singapore and Taiwanese dollars, calling for a relief rally following the sharpest selloff since the Asian financial crisis. Medium term, though, the tide... 2011-09-22

China's economy is clearly entering a slow patch as both the manufacturing and services sectors feel the strain of higher interest rates and tightening money supply conditions. The... 2011-09-16

In the event of a pronounced correction in investment spending, a slump in exports and potential banking sector instability, we find it highly unlikely that the Chinese consumer will... 2011-09-14

The South Korean economy cooled in Q211, with real GDP growth coming in at 3.4% quarter-on-quarter annualised, down from 5.3% in Q111. This decline in momentum is in line with our view... 2011-07-29

South Korea

Hong Kong