World Economy Watch http://world.nextvietnam.biz On US, EU, ASEAN5 And Emerging Economy Sun, 14 Mar 2010 16:17:41 +0000 http://wordpress.org/?v=2.9.2 en hourly 1 Emerging Markets Daily – Asia Edition (12 March 2010) http://world.nextvietnam.biz/2010/emerging-markets-daily-asia-edition-12-march-2010/ http://world.nextvietnam.biz/2010/emerging-markets-daily-asia-edition-12-march-2010/#comments Sun, 14 Mar 2010 16:17:41 +0000 world@nextvietnam http://world.nextvietnam.biz/?p=2658 China — The UDIV boom is part of the stimulus plan, but an exit is likely to be gradual; Hong Kong — Unemployment rate likely to improve in Feb; India — The strong IP growth in Jan (by 16.7% YoY) strengthens our expectation of a policy rate hike; Indonesia — The S&P upgrade on FC rating to 'BB' was a widely expected catch-up move; Korea — We expect the jobless rate to decline in Feb to 4.4%; Malaysia — Inflation in Feb likely driven up; Singapore — Favorable base effects likely maintain the double-digit NODX growth in Feb; Taiwan — Gains in export orders likely to moderate to 21.8% YoY; Vietnam — Fitch’s timing of its move on Vietnam's FC BB- rating to "negative watch" is driven by concern over the deterioration in the external financial position Related posts:
  1. Emerging Markets Daily – Asia Edition (05 March 2010)
  2. Emerging Markets Daily- Asia Edition (10 March 2010)
  3. Emerging Markets Daily – Asia Edition (09 March 2010)
]]> http://world.nextvietnam.biz/2010/emerging-markets-daily-asia-edition-12-march-2010/feed/ 0 India Inflation: Cyclicality to the Fore, but Structural Issues Persist http://world.nextvietnam.biz/2010/india-inflation-cyclicality-fore-structural-issues-persist/ http://world.nextvietnam.biz/2010/india-inflation-cyclicality-fore-structural-issues-persist/#comments Sun, 14 Mar 2010 14:09:04 +0000 world@nextvietnam http://world.nextvietnam.biz/?p=2655
  • India: Jan Inflation Up 8.6%, Breaches RBI’s 10 March Estimate
  • India: Jan Factory Output Up 16.7%
  • India Weekly: Spotlight on Milk and Dairy Products – Another Potential Inflation Sparker?
    • ]]>     http://world.nextvietnam.biz/2010/india-inflation-cyclicality-fore-structural-issues-persist/feed/ 0     China: No Quick Exit for UDIVs http://world.nextvietnam.biz/2010/china-quick-exit-udivs/ http://world.nextvietnam.biz/2010/china-quick-exit-udivs/#comments Sun, 14 Mar 2010 14:01:34 +0000 world@nextvietnam http://world.nextvietnam.biz/?p=2652
  • China: What to Expect from the NPC Meeting?
  • China Macro/ Industry News (08 Feb 2010)
  • China: National People’s Congress Sets Modest Goals for the Year
    • ]]>     http://world.nextvietnam.biz/2010/china-quick-exit-udivs/feed/ 0     S&P Finally Upgrades Indonesia: Outlook Positive http://world.nextvietnam.biz/2010/sp-finally-upgrades-indonesia-outlook-positive/ http://world.nextvietnam.biz/2010/sp-finally-upgrades-indonesia-outlook-positive/#comments Sun, 14 Mar 2010 13:52:54 +0000 world@nextvietnam http://world.nextvietnam.biz/?p=2649
  • Indonesia: Bond Outlook – Does Rally Have Legs?
  • Indonesia Strategy: Looking Beyond Current Cycle
  • Vietnam: Fitch’s Negative Watch Has “Bite”
    • ]]>     http://world.nextvietnam.biz/2010/sp-finally-upgrades-indonesia-outlook-positive/feed/ 0     Philippines: Price Risk from Pending Electricity Tariff Rate Hikes http://world.nextvietnam.biz/2010/philippines-price-risk-pending-electricity-tariff-rate-hikes/ http://world.nextvietnam.biz/2010/philippines-price-risk-pending-electricity-tariff-rate-hikes/#comments Fri, 12 Mar 2010 06:58:21 +0000 world@nextvietnam http://world.nextvietnam.biz/?p=2646
  • Thailand: Benign Core Reduces Risk of March Rate Hike
  • Philippines: Headline CPI Eases But Core Speeds Up in Feb
  • Thailand: Near-term Political Risk Stalls MPC Rate Hike
    • ]]>     http://world.nextvietnam.biz/2010/philippines-price-risk-pending-electricity-tariff-rate-hikes/feed/ 0     India: Jan Factory Output Up 16.7% http://world.nextvietnam.biz/2010/india-jan-factory-output-167/ http://world.nextvietnam.biz/2010/india-jan-factory-output-167/#comments Fri, 12 Mar 2010 06:48:10 +0000 world@nextvietnam http://world.nextvietnam.biz/?p=2643
  • India: Industrial Production Beats Expectations Once Again
  • India: Jan Inflation Up 8.6%, Breaches RBI’s 10 March Estimate
  • India Inflation: Cyclicality to the Fore, but Structural Issues Persist
    • ]]>     http://world.nextvietnam.biz/2010/india-jan-factory-output-167/feed/ 0     Vietnam: Fitch’s Negative Watch Has “Bite” http://world.nextvietnam.biz/2010/vietnam-fitchs-negative-watch-bite/ http://world.nextvietnam.biz/2010/vietnam-fitchs-negative-watch-bite/#comments Fri, 12 Mar 2010 06:40:24 +0000 world@nextvietnam http://world.nextvietnam.biz/?p=2640
  • S&P Finally Upgrades Indonesia: Outlook Positive
  • Vietnam: SBV Devalues Again – A Slippery Slope?
  • Sustainability of Japan’s Fiscal Condition: Debt Dynamics and Sovereign CDS Approaches
    • ]]>     http://world.nextvietnam.biz/2010/vietnam-fitchs-negative-watch-bite/feed/ 0     Japan Weekly: BoJ Considers Additional Easing http://world.nextvietnam.biz/2010/japan-weekly-boj-considers-additional-easing/ http://world.nextvietnam.biz/2010/japan-weekly-boj-considers-additional-easing/#comments Thu, 11 Mar 2010 06:35:48 +0000 world@nextvietnam http://world.nextvietnam.biz/?p=2637
  • Bank of Japan to Consider More Easing Measures
  • Japan Weekly – Relatively Stable Picture for Now (29 Jan 2010)
  • Japan Weekly: Uneventful Place (12 Feb 2010)
    • ]]>     http://world.nextvietnam.biz/2010/japan-weekly-boj-considers-additional-easing/feed/ 0     Emerging Markets Daily- Asia Edition (11 March 2010) http://world.nextvietnam.biz/2010/emerging-markets-daily-asia-edition-11-march-2010/ http://world.nextvietnam.biz/2010/emerging-markets-daily-asia-edition-11-march-2010/#comments Thu, 11 Mar 2010 06:28:23 +0000 world@nextvietnam http://world.nextvietnam.biz/?p=2634 Korea — Narrowing trade surplus reflects economic recovery; China — China's inflation pressures building; India — We expect industrial production to remain in the double-digit range in January; Korea — BOK seems set to hold policy rate at 2% in 1H10; Malaysia — Strong performance in January IP; Philippines — Buoyant revenues restrain fiscal deficit in Jan to Php37.1bn; Thailand — Prevailing growth momentum need not be as vulnerable to weaker consumer sentiment unlike in 1H09 Related posts:
    1. Emerging Markets Daily- Asia Edition (10 March 2010)
    2. Emerging Markets Daily – Asia Edition (05 March 2010)
    3. Emerging Markets Daily- Asia Edition (09 Feb 2010)
    ]]>     http://world.nextvietnam.biz/2010/emerging-markets-daily-asia-edition-11-march-2010/feed/ 0     Japan Economic Daily (11 March 2010) http://world.nextvietnam.biz/2010/japan-economic-daily-11-march-2010/ http://world.nextvietnam.biz/2010/japan-economic-daily-11-march-2010/#comments Thu, 11 Mar 2010 06:25:23 +0000 world@nextvietnam http://world.nextvietnam.biz/?p=2631
  • Japan Economic Daily (15 Feb 2010)
  • Japan Economic Daily (09 March 2010)
  • Japan Economic Daily (17 Feb 2010)
    • ]]>     http://world.nextvietnam.biz/2010/japan-economic-daily-11-march-2010/feed/ 0