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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 Thailand

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…
Australia
India
Indonesia
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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
Opinion

By Robert Carnell

Mapping macro to markets
Mapping macro to markets
Opinion

By Robert Carnell

Asian FX catches flak
Asian FX catches flak
Opinion

By Robert Carnell

Pre-payrolls pause in Asia
Pre-payrolls pause in Asia
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

FX

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Report FX
China
India
Indonesia
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Asian FX Talking: Take your pick
Asian FX Talking: Take your pick
FX
China
India
Indonesia
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Have emerging markets reached an inflection point?
Have emerging markets reached an inflection point?
FX
India
Indonesia
Malaysia
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What lies beneath Asian currencies pain?
What lies beneath Asian currencies pain?

Credit

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Credit
Bulgaria
Croatia
Czech Republic
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EM Credit: Attacked from the core
EM Credit: Attacked from the core
Credit
Bulgaria
Croatia
Czech Republic
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IMF World Economic Outlook: Looking beyond the pandemic for emerging markets
IMF World Economic Outlook: Looking beyond the pandemic for emerging markets