20 Feb 2012
The central bank's decision is seen as the first step towards looser monetary policy - but in reality interest rate hikes are more likely, say analysts at Credit Suisse
16 Feb 2012
Korean equities look strikingly cheap compared to most of Asia, especially given the growing global reach of leading firms – but corporate governance issues explain the gap
14 Feb 2012
Lower inflation should allow the Reserve Bank of India to cut rates within months – so long as the eurozone crisis doesn’t bring capital flight risks to the fore
13 Feb 2012
China's sovereign wealth fund's restatement that it won't invest in eurozone rescue funds shines a light on its investment preference: physical assets in Europe.
13 Feb 2012
China has told its banks to roll over a huge number of loans, according to the FT, but the debt clock continues to tick – much more transparency is needed.
07 Feb 2012
US fast-food conglomerate Yum! Brands' latest China sales figures and Chinese expansion efforts serve as an imperfect bellwether for the Asian nation's retail outlook
06 Feb 2012
A eurozone-induced global financial crisis could trigger a crash landing for the Chinese economy unless Beijing enacts a fresh stimulus, the IMF has warned.
03 Feb 2012
Here's a crib-sheet charting London's role as an offshore trading centre for the renminbi. But don't confuse these market developments with making the Chinese currency fully convertible.
01 Feb 2012
Do China's January PMI numbers point to a further contraction in manufacturing or to a recovery? Both, if the range of views following the release is anything to go by
01 Feb 2012
The IMF's decision to review whether China's currency is still "substantially undervalued" could prove a political bombshell given the US election season and the Fund's desire to tap Beijing for funding.
01 Feb 2012
The Reserve Bank of India's monetary policy bind - boosting growth and liquidity without fueling inflation - is set to remain firmly entrenched, even amid a tentative recovery in the rupee
31 Jan 2012
Weaker Brent crude prices - especially in local currency terms - are likely to buoy Asia markets, and boost monetary easing. But it's a different story for EEMEA, according to a Bank of America report.
25 Jan 2012
China is the undisputed king of the Brics for Apple, highlighting the country’s huge – but all too often derided – consumption story
25 Jan 2012
Thai rate cut highlights how monetary easing in the Asean region this year is set to outpace the post-Lehman maelstrom, according to Nomura.
25 Jan 2012
China's historic decision to miss the World Economic Forum is rich in symbolism and has stirred debate
25 Jan 2012
IIF sounds alarm on Western bank retreat from emerging markets, as capital flows are forecast to fall to $746bn this year.
24 Jan 2012
The Reserve Bank of India kept rates on hold, warning that fiscal consolidation is critical to create the space to cut rates without the imminent risk of resurgent inflation
23 Jan 2012
Was Warren Buffett's appearance on Chinese TV over the weekend an attempt to reassure retail investors that China's market rally will continue?
23 Jan 2012
China's repressed financial system has heaped on the risk that the central bank will soon sit on large losses on its FX holdings, a fillip for SWF-led investments
23 Jan 2012
Asian export economies are now better insulated against a slowdown in Europe and the US than they were in 2008-9, according to new research
20 Jan 2012
The apparent decoupling between asset markets – EM equities, in particular - and continued macro stress this week is a source of optimism for some and fear for others. Take your pick.
19 Jan 2012
The bulk of the $600 billion in new funds sought by the IMF will have to come from large emerging economies. It's do or die.
19 Jan 2012
Warnings that loose monetary policy to turbo-charge growth to 7% could sow the seeds of a hard landing in two years time
18 Jan 2012
Further house price falls in December have heightened fears that a property crash will significantly drag down growth in 2012
17 Jan 2012
China’s latest growth numbers should dispel fears of an imminent hard landing, but property concerns are beginning to bite
16 Jan 2012
Goldman Sachs has forecast robust industrial commodity price growth in 2012, despite signs of a Chinese slowdown
16 Jan 2012
New figures show Indian inflation at a two-year low, but analysts warn that the structural drivers of price growth remain intact