Economy

BMI View: Hong Kong's seasonally-adjusted unemployment rate fell to 4.0% for the three months ending December, the lowest reading since November 2008. The decline came despite an increased... 2011-02-02

BMI View: South Korea's current account surplus came in at US$2.1bn in December, a slight increase from the US$1.9bn recorded in November. Exports were strong, with goods exports just... 2011-02-02

Real estate stocks across the region have considerable room to fall further, in our view. Due to the property market dynamics in their respective countries, we expect Hong Kong property... 2011-01-31

BMI View: Unprecedented monetary and fiscal stimuli in response to the onset of the global financial crisis have spawned property bubbles across Asia. We believe current property prices... 2011-01-31

BMI View: South Korea's 2010 full-year real GDP growth figure came in at 6.1%, with seasonally-adjusted growth cooling for the third straight quarter in Q410. We expect real GDP growth... 2011-01-26

BMI View: Despite the government's property cooling measures since mid-2010, Taiwan's home prices - especially in Taipei - have continued rising, prompting growing concerns about... 2011-01-18

South Korea's consumer price inflation (CPI) accelerated to 3.5% y-o-y in December from 3.3% in November, and we expect inflationary pressures to remain elevated in H111 amid rising... 2011-01-07

Taiwan's seasonally-adjusted unemployment rate fell to 4.8% in November from 5.0% in October, in line with the economy's sustained recovery. The lower jobless rate was achieved despite... 2011-01-07

Hong Kong's seasonally-adjusted unemployment rate fell to 4.1% for the three months ending November, the strongest reading since December 2008. The improvement came despite an increased... 2011-01-07

With high food prices likely to keep upward pressure on consumer price inflation in the months ahead, we are upping China's 2011 average CPI forecast from 2.6% to 3.2%. That said, we... 2010-11-29