Economy

BMI View: Japan's devastating earthquake and tsunami could pose downside risks to South Korea's economic growth. In terms of sectors, the nuclear and tourism industries should be... 2011-03-16

BMI View: Taiwan's headline CPI decelerated to 1.1% year-on-year (y-o-y) in January, from 1.3% in December, in line with our view that inflation will remain benign. Food price inflation... 2011-03-04

BMI View: South Korea's seasonally-adjusted unemployment rate inched up to 3.6% in January from 3.5% in December. While continued expansion in industrial output should help support... 2011-03-04

BMI View: Hong Kong's seasonally adjusted unemployment rate fell to 3.8% for the three months ending January, from 4.0% in November, the lowest reading in 26 months. Labour market... 2011-03-04

China's statistics bureau reported a 4.9% y-o-y surge in consumer price inflation in January, compared with 4.6% in December. The increase in inflation is attributed to price pressures,... 2011-03-04

China's M2 money supply growth came in at just 15.7% y-o-y in February, in line with our view of a sharp fall in the headline rate. While we continue to pencil in two 25bps interest... 2011-03-04

We believe that the current boom in China's railway investment is unsustainable, despite highly ambitious official projections. Debt levels at the Ministry of Railways (MoR) are mounting,... 2011-02-25

The Chinese economy is at a critical stage in its development as the traditional coastal manufacturing hubs face increasing competition from cheaper central provinces, while property... 2011-02-15

China's 2010 real GDP growth figure came in at 10.3%, slightly exceeding our revised forecast of 10.2%. With no breakdown of the data available as of yet, we can only conclude that... 2011-02-02

BMI View: Taiwan's seasonally adjusted unemployment rate fell to 4.7% in December from 4.8% in November, the 16th consecutive month of decline. Nonetheless, we do not see any further... 2011-02-02