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Asia-Pacific is not just China
Australia
China
India
...

Asia-Pacific is not just China


We see some glimmers of hope in the Asia-Pacific story

Robert Carnell

Latest on Malaysia

Australia
China
India
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Asia: this is not 1997

Asia: this is not 1997

Despite some superficial similarities, there are really very few parallels between today's markets and the Asian financial crisis of 1997/98
China
India
Indonesia
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Asian exports are softening

Asian exports are softening

Non-China Asian exports are still growing, but the pace of increase has slowed and will slow still further as key export destinations struggle with…

Asia Morning Bites

Asia Morning Bites
Japan
South Korea
Asia Morning Bites
Asia Morning Bites
China
Philippines
South Korea
Asia Morning Bites
Asia Morning Bites
Australia
Asia Morning Bites
Australia
India
Indonesia
...
Asia: accommodation to decline as inflation rises
Asia: accommodation to decline as inflation rises
Australia
China
India
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Net energy channel dominates Asia's response to the Ukraine war
Net energy channel dominates Asia’s response to the Ukraine war
Australia
China
India
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How Asia has managed to keep rates low in the face of rising inflation
How Asia has managed to keep rates low in the face of rising inflation
Australia
China
Indonesia
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No one-size-fits-all narrative for Asia
No one-size-fits-all narrative for Asia
Opinion

By Robert Carnell

Sentiment supports uneasy market gains ahead of Jackson Hole
Sentiment supports uneasy market gains ahead of Jackson Hole
Opinion

By Robert Carnell

China's covid congestion
China’s covid congestion
Asia week ahead
China
India
Malaysia
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Asia week ahead: Growth hit by Covid-19 again
Asia week ahead: Growth hit by Covid-19 again
Bulgaria
Croatia
Czech Republic
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EM Sovereign Credit: Vulnerabilities from external financing conditions
EM Sovereign Credit: Vulnerabilities from external financing conditions

FX

More FX
FX
China
India
Indonesia
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Asia FX Outlook 2024: Event risk could dominate
Asia FX Outlook 2024: Event risk could dominate
FX
China
India
Indonesia
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Correlations with China's yuan are weakening in Asia
Correlations with China’s yuan are weakening in Asia
FX
Malaysia
Why should Malaysia’s central bank be cutting rates again?
Why should Malaysia’s central bank be cutting rates again?
Report FX
China
India
Indonesia
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Asian FX Talking: Take your pick
Asian FX Talking: Take your pick

Credit

More Credit
Report Credit
Bulgaria
Croatia
Czech Republic
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EM Sovereign Credit: External vulnerability heatmaps
EM Sovereign Credit: External vulnerability heatmaps
Credit
Bulgaria
Croatia
Czech Republic
...
EM Credit: Attacked from the core
EM Credit: Attacked from the core
Credit
Bulgaria
Croatia
Czech Republic
...
IMF World Economic Outlook: Looking beyond the pandemic for emerging markets
IMF World Economic Outlook: Looking beyond the pandemic for emerging markets