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Good MornING Asia - 1 March 2018

1 March 2018

Ignore China's weak PMI data; supply-side reforms support prospects of steady manufacturing and GDP growth in 2018. India's GDP growth returns to a 7-8% potential range. And strong fiscal spending in the Philippines sustains a robust growth outlook.

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Quick take

China

28 February 2018

China PMI surprisingly low but don't worry

Though China's manufacturing PMI looks alarming, almost at the 50 borderline, it is largely a holiday effect. We are positive for coming months'…

India

28 February 2018

India: Economic growth returns to potential range

The latest GDP data may instil some confidence in the Indian rupee. But the worst isn’t over yet as downside risks to growth still persist while the…

Quick take

Philippines

28 February 2018

Philippines: Strong fiscal spending to continue

Fiscal spending has sustained double-digit growth over the past three years. GDP growth in 2018 should benefit from planned fiscal spending growth of…

Malaysia

28 February 2018

Malaysia: 2018 shaping up to be a better year for inflation

Barring a political uncertainty, the Malaysian ringgit should remain among Asia’s top-performing currencies this year

28 February 2018

Thailand: Slow growth, low inflation, rising political risk

We anticipate some re-pricing for political risk to weigh on THB performance going forward

Thailand Reform PMI MYR Monetary Policy Manufacturing Malaysia Inflation Indian rupee India GDP Consumption China

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