Refine by sector
Latest articles in Thailand

IMF: Weakening fiscal balance sheets biggest concern for EM beyond 2021

Emerging and Developing Asia (+8.6% in 2021; +6.0% in 2022) remain the growth locomotive of the emerging and developing world. Given the recent rise in core rate yields, tighter financial conditions pose a noteworthy risk to the recovery. EM Asia is ...
ING Think
ING Think 8 April 2021
IMF: Weakening fiscal balance sheets biggest concern for EM beyond 2021
IMF: Weakening fiscal balance sheets biggest concern for EM beyond 2021

Asia and the reflation trade

The first point to note is that so far, outside Asia-Pacific, the US Treasury yields move has been received in a fairly orderly fashion. Analysts’ forecasts continue to suggest that regional monetary authorities (with the odd exception) will ride out...
ING Think
ING Think 1 April 2021
Asia and the reflation trade
Asia and the reflation trade

Weak Thai economy prompts downgrade of Asia’s weakest currency

For February, Thailand’s manufacturing production and balance of payments figures continue to paint a weak picture of this economy. This brings the average January-February output fall to -1.6% YoY. The balance of payments data for February showed th...
ING Think
ING Think 31 March 2021
Weak Thai economy prompts downgrade of Asia’s weakest currency
Weak Thai economy prompts downgrade of Asia’s weakest currency

Kiwis hold onto their bonds

Stocks markets have flipped around again today, with the NASDAQ and S&P500 showing big falls (-1.12% and -0.76%) - though one thing the financial newswires seem to have forgotten to point out, is that on a two-day basis, stocks are actually still up,...
ING Think
ING Think 24 March 2021
Kiwis hold onto their bonds
Kiwis hold onto their bonds

EM Credit: Attacked from the core

A concession has built in emerging markets. However, the higher rates narrative is not over. The dominant influence on credit market performance so far in 2021 has come from the ratchet higher in core bonds yields. A broadening in global recoveries t...
ING Think
ING Think 16 March 2021
EM Credit: Attacked from the core
EM Credit: Attacked from the core

Asia Pacific - Held back by the lack of vaccines

With many times the daily confirmed cases of the Philippines', the UK is mulling a slow reopening plan for its economy. Singapore, for example, which has averaged less than one community case a day in recent weeks, has said that it is not about to mo...
ING Think
ING Think 4 March 2021
Asia Pacific - Held back by the lack of vaccines
Asia Pacific - Held back by the lack of vaccines