Asia

Indian market rally has minimal headwinds

Its ascent will be unabated save for a few correctional speed bumps, says Morgan Stanley. Read ››

Thailand flood inflicted deeper economic damage

The disaster's impact is turning out to be worse than expected and rebound hopes now seem dimmer. Read ››

China steel sector not ready for recovery: HSBC

Firms require structural improvements to get out of the rut that the slowdown has put them in. Read ››

Malaysia growth heading downhill: RBSM

The country's consumption-led growth has become unsustainable and will trigger a slide. Read ››

China 2012 growth forecast lowered to 8.3%: BBVA

Growth projections could have been cut further if policy easing had been slow to come. Read ››

China policy moves may be pushed to March

Any expected easing could be posptponed till after the seasonal effects of Chinese New Year wear off. Read ››

Is Bank of Indonesia's surprise rate cut worrisome?

The unexpected 25bps rate cut raises alarms that inflationary risks are being underestimated, says OCBC. Read ››

Indonesia should be wary of inflation next: RBS

Its economy may be expanding despite weakened global demand but inflationary risks abound. Read ››

Indonesia to grow 6.1% in 2012: HSBC

Global weakness that has strangled export-oriented economies will have a less impact on its expansion. Read ››

Are you ready for an Indian bull run?

Morgan Stanley thinks the Indian market is already getting pumped and primed for a surge. Read ››

Indian print and TV media will be ad-starved

Easing economic growth and belt-buckling from firms to decimate both sectors' revenues, says Fitch. Read ››

Why Indonesia's inflation easing streak may end

Inflation will spike up again when government imposes higher electricity tarrifs and tweaks fuel subsidies. Read ››

Indian logistics will drive over the slump

A sluggish GDP will still hurt the industry but stable diesel prices and undeterred demand should compensate. Read ››

Has Taiwan’s economy slipped into a technical recession?

It seems likely as QoQ GDP growth may have remained marginally negative for the second consecutive quarter, says DBS. Read ››

Philippine GDP growth to reach 4.2% in 2012

But this is only if the global external demand will start to stabilize by mid-2012. Read ››

Korea growth not all cheery: RBS

Its economy expanded 0.4% qoq in Q411 but exports are at their weakest in years. Read ››

China will demolish its property curbs: Kim Eng

Drastic easing of policies foreseen in 2H12 as China tries to stop a housing meltdown. Read ››

Snipped profits for Indian paper producers

Why the glum forecast from Fitch when a demand boom is imminent in 2012? Read ››

Indian banks burdened with bad loans?

Share of loans restructered could ballon to 8% in the coming year, warns Fitch. Read ››

India market faces rocky ascent

The Sensex will grow 14% but there are gaping risks for stock pickers, says Morgan Stanley. Read ››

More policy easing expected in China

Economist says ongoing slowdown of investment and exports implies more headwinds to growth. Read ››

How to keep China and India chugging along

Consumption and investment will reignite the cooling economies, respectively. China has so far overloaded on investment support when what it needs now is to foster consumption growth, says Morgan Stanley in its latest Asia Pacific Economics research. Read ››

Inflation shows signs of easing in Malaysia

Rate cuts are likely as early as in the first half of the year, says an economist. Read ››

Extended dry spell for Chinese grocery retailers

Another quarter of weak sales foreseen after six months of hardship with recovery likely to start only by 2Q12. Read ››

Strong brake on Chinese property investment: OCBC

But will it reach abysmal single-digit growth in 2012? Not really, if China pulls off its huge public housing pipelines without a hitch, but the choke on property investment will be substantial. Read ››

Firms betting big on Shanghai commercial property

Even residential developers like Yanlord are padding their office and retail portfolios, says Colliers. Read ››

What are policy makers to do amidst continued decline in FX reserves?

Trailing inflation risks, according to Morgan Stanley, are constraining the willingness of policy makers to act in a pre-emptive fashion. Read ››

Indian cement companies in for a cash squeeze

Threat of lower profits may cause a liquidity scare, warns Fitch. Read ››

Inflation pressures loom as Bank Indonesia keeps policy rates on hold

BI is expected to lower rates further, but an economist believes this will eventually necessitate a policy reversal. Read ››

Was Taiwan's economic opening to China a mistake?

Expected rise in trade and investment have not yet materialized, says DBS. Read ››

Are New Year celebrations clouding China data?

The burgeoning scale of festivities may have caused seasonal distortions. Read ››

Holy cow: Narrow money growth of 1.9% yoy in Nov lower than even during the depth of the Lehman crisis

Consumption spending in India has now slowed to a trickle. Read ››

World economy will grow a paltry 2.7% in 2012

Onslaught of corporate insolvencies also predicted by Euler Hermes. The credit insurer said the struggling Euro zone will lead the global decline with shockwarve effects reverberating across the Asia Pacific region. Read ››

No more double-digit growth for China exports

HSBC sees a prolonged drag as external demand continues its precipitous slide. Read ››

Monetary easing in China starting to work: HSBC

Money supply growth is on the rebound and further easing measures are still in the pipeline. Read ››

Taiwan technical recession looms with latest exports tumble

December exports expanded only 0.6% yoy from an already slow 1.3 growth in November. Read ››

Gloomy outlook for Chinese exports

As the country’s export growth is expected to plummet to 10% in 2012, a mere half of its growth in 2011. Read ››

Private equity-backed buyout deals and exits drop in Q4 2011

Amidst tightening credit conditions and a reluctance from fund managers to invest in the current climate, deal and exit flow will continue to be subdued in coming months. Read ››

Hong Kongers ranked the rudest to tourists in the world

Hong Kongers better lighten up as 60% of passers-by did not offer help to tourists. Read ››

Indonesia and Thailand to lead growth in Southeast Asia: HSBC

This as one of the two countries bounces back from a natural disaster. Read ››