Entries for 'Asia Pacific'
October 23, 2018
We recently argued systemic risk in EM Asia is contained, "¦ but concentration risk exists in countries like Indonesia. Positioning is heavy in rupiah
October 19, 2018
If you would like to receive the Sticky Notes email, please send us an email' here ' with your information. This week: Kristen Silverberg looks at t
October 12, 2018
If you would like to receive the Sticky Notes email, please send us an email' here ' with your information. This week: Kristen Silverberg looks at t
October 12, 2018
Loose monetary and fiscal policies have led to the build-up of macroeconomic imbalances. Decisive policy action and substantial external financing wil
October 9, 2018
The EM sell-off was quite intense in recent months, with major currencies in Asia depreciating significantly. We assess if this is a signal of systemic risk in the region, comparing external risk metrics in the 1997 crisis vs. now. Vulnerability is an order of magnitude lower today. Financing needs are much lower and reserves higher.
October 8, 2018
Policy responses to mitigate imbalances will result in slower ec
October 1, 2018
Portfolio inflows to EMs increased slightly to $7.9 billion in September, due mostly to a rebound in bond inflows to $5.6 billion-offsetting the slowd
September 21, 2018
Scott Farnham updates on this week's U.S.-China trade news, and looks at President Trump's love/hate relationship wit
September 20, 2018
The Indian rupee is the worst-performing currency in Asia this year. We assess whether this reflects heightened external vulnerability, comparing risk metrics in the run-up to the taper tantrum vs. now. The current account deficit will widen, but not to 2012 levels. Reserves relative to external financing needs are higher now. External vulnerability persists but is less acute than in 2012.
September 18, 2018
The EM sell-off is abating as the worst FX overvaluations have shrunk, but risks related to China remain in the context of the ongoing trade war. W
September 14, 2018
If you would like to receive the Sticky Notes email, please send us an email' here ' with your information. This week: Kristen Silverberg reports fr
September 7, 2018
Our China team, Gene Ma, Greer Meisels, Yuanliu Hu, and Phoebe Feng, put together a helpful guide to China's trade ne
August 23, 2018
If you would like to receive the Sticky Notes email, please send us an email' here ' with your information. This week: Scott Farnham provides an upd
August 1, 2018
Launched in March 2014, the IIF EM Portfolio Flows Tracker is a monthly indicator that provides estimates of non-resident portfolio debt and equity in
July 26, 2018
The economy is set to grow at its fastest pace since 2012, driven by investment and consumption. Given the subdued outlook for inflation, we expect th
July 18, 2018
Widening fiscal and current account deficits have led to a substantial decline in international reserves. The State Bank of Pakistan has devalued the
July 3, 2018
Thank you for joining us for another edition of Sticky Notes, the IIF's new weekly look at the big events we're watching in international economics an
June 26, 2018
Welcome back to Sticky Notes, the IIF's new weekly look at the big events we're watching in international economics and politics. If you would like to
June 26, 2018
We see similarities in economic conditions leading to unscheduled BI meetings in Aug 2013 and May 2018. Sustained portfolio outflows and depreciation
June 25, 2018
OPEC and Russia have agreed to lift oil output starting July 2018.' The agreement is ambiguous with no concrete output targets and country level alloc