World Economy Watch http://world.nextvietnam.biz On US, EU, ASEAN5 And Emerging Economy Sat, 06 Mar 2010 12:47:21 +0000 http://wordpress.org/?v=2.9.2 en hourly 1 Emerging Markets Daily – Asia Edition (05 March 2010) http://world.nextvietnam.biz/2010/emerging-markets-daily-asia-edition-05-march-2010/ http://world.nextvietnam.biz/2010/emerging-markets-daily-asia-edition-05-march-2010/#comments Sat, 06 Mar 2010 12:47:21 +0000 world@nextvietnam http://world.nextvietnam.biz/?p=2532 Indonesia — We expect a gradual improvement on Indonesia's rating to high double B in this year; China — Choppy data in Jan-Feb may show healthy progress in recovery; India — IP rose by 14.5% YoY in Jan; Korea — Benign inflation in Feb is likely to prompt BOK to hold policy rate unchanged at 2%; Malaysia — Favorable base effect along with mfg/export recoveries likely to maintain YoY IP growth in Jan at 11.5% YoY; Philippines — Lower-than-expected inflation in Feb (4.2%); BSP is not expected to hike rates at the next MP meeting; Taiwan — Inflation reached 2.4% YoY in Feb; Thailand — Benign inflation in Feb likely to ease the pressure on policy rate hike Related posts:
  1. Emerging Markets Daily – Asia Edition (01 Mar 2010)
  2. Emerging Markets Daily – Asia Edition (02 Mar 2010)
  3. Emerging Markets Daily – Asia Edition (22 Feb 2010)
]]> http://world.nextvietnam.biz/2010/emerging-markets-daily-asia-edition-05-march-2010/feed/ 0 Malaysia: Upside Surprise in Exports and Trade Surplus Positive for MYR http://world.nextvietnam.biz/2010/malaysia-upside-surprise-exports-trade-surplus-positive-myr/ http://world.nextvietnam.biz/2010/malaysia-upside-surprise-exports-trade-surplus-positive-myr/#comments Sat, 06 Mar 2010 12:19:28 +0000 world@nextvietnam http://world.nextvietnam.biz/?p=2529
  • Malaysia: Upside Surprise in Dec Exports Reinforces Odds of Early Rate Normalization
  • Indonesia: Feb Inflation Lower Than Expected, Jan Trade Surplus Narrows
  • Thailand: Exports and Imports Accelerate to Affirm Macro Uptrend
    • ]]>     http://world.nextvietnam.biz/2010/malaysia-upside-surprise-exports-trade-surplus-positive-myr/feed/ 0     India Property Weekly (05 March 2010) http://world.nextvietnam.biz/2010/india-property-weekly-05-march-2010/ http://world.nextvietnam.biz/2010/india-property-weekly-05-march-2010/#comments Fri, 05 Mar 2010 12:09:39 +0000 world@nextvietnam http://world.nextvietnam.biz/?p=2526 Confusion on Service Tax (ST) levy on construction: Although the aim is to discourage speculation and encourage the sale of ready flats, developers see this as pushing up prices 3-4%. Other ST provisions rolled out in property: 1) “Activity of renting itself is a taxable service”, levies a 10% ST on it (circumvents Delhi HC ruling in Apr09); 2) ST levied on rent of vacant land leased for business/commercial; 3) premium services like higher floors, preferential views to be subject to ST. Implications for sector? 1) ST being passed on to tenants/customers will be dependent on demand-supply, 2) higher impact of ST seen on affordable housing (could impact volumes) Related posts:
    1. India Property Weekly (01 Mar 2010)
    2. India Property Weekly (19 Feb 2010)
    3. Singapore Property Daily Highlights (03 Feb 2010)
    ]]>     http://world.nextvietnam.biz/2010/india-property-weekly-05-march-2010/feed/ 0     China Preliminary Feb-10 Car Sales +46% YoY http://world.nextvietnam.biz/2010/china-preliminary-feb10-car-sales-46-yoy/ http://world.nextvietnam.biz/2010/china-preliminary-feb10-car-sales-46-yoy/#comments Fri, 05 Mar 2010 11:39:13 +0000 world@nextvietnam http://world.nextvietnam.biz/?p=2523
  • Malaysia January Car Sales Review: Up 6% MoM
  • Korean Auto Manufacturers: First Read on Feb-10 Auto Sales
  • HK/China Property and Conglomerate News (09 Feb 2010)
    • ]]>     http://world.nextvietnam.biz/2010/china-preliminary-feb10-car-sales-46-yoy/feed/ 0     Japan Equity Market: Strong Asian Growth and Currency Strength http://world.nextvietnam.biz/2010/japan-equity-market-strong-asian-growth-currency-strength/ http://world.nextvietnam.biz/2010/japan-equity-market-strong-asian-growth-currency-strength/#comments Fri, 05 Mar 2010 11:29:30 +0000 world@nextvietnam http://world.nextvietnam.biz/?p=2520
  • Asian Currency: Monetary Tightening to Lead to Asian Currency Strengthening and Japanese Equity Gains
  • Japan Equity Market: Japanese Stocks Rise When Global Monetary Policy Tightens
  • Philippines: Strong Year End Export Growth of 23.6% YoY
    • ]]>     http://world.nextvietnam.biz/2010/japan-equity-market-strong-asian-growth-currency-strength/feed/ 0     China: National People’s Congress Sets Modest Goals for the Year http://world.nextvietnam.biz/2010/china-national-peoples-congress-sets-modest-goals-year/ http://world.nextvietnam.biz/2010/china-national-peoples-congress-sets-modest-goals-year/#comments Fri, 05 Mar 2010 11:20:45 +0000 world@nextvietnam http://world.nextvietnam.biz/?p=2516
  • China: What to Expect from the NPC Meeting?
  • HK/China Banks Daily News Highlights (10 Feb 2010)
  • China: Upgrading 2010 Forecasts on Improved External Outlook (Morgan Stanley)
    • ]]>     http://world.nextvietnam.biz/2010/china-national-peoples-congress-sets-modest-goals-year/feed/ 0     Bank of Japan to Consider More Easing Measures http://world.nextvietnam.biz/2010/bank-japan-easing-measures/ http://world.nextvietnam.biz/2010/bank-japan-easing-measures/#comments Fri, 05 Mar 2010 10:59:46 +0000 world@nextvietnam http://world.nextvietnam.biz/?p=2513
  • Japan Economic Daily (18 Feb 2010)
  • Japan Economic Daily (01 Mar 2010)
  • Japan Weekly – Relatively Stable Picture for Now (29 Jan 2010)
    • ]]>     http://world.nextvietnam.biz/2010/bank-japan-easing-measures/feed/ 0     Philippines: Headline CPI Eases But Core Speeds Up in Feb http://world.nextvietnam.biz/2010/philippines-headline-cpi-eases-core-speeds-feb/ http://world.nextvietnam.biz/2010/philippines-headline-cpi-eases-core-speeds-feb/#comments Fri, 05 Mar 2010 10:28:22 +0000 world@nextvietnam http://world.nextvietnam.biz/?p=2510
  • Thailand: Benign Core Reduces Risk of March Rate Hike
  • Thailand: Mounting Upside Growth and Inflation Risks Heighten Chances of Rate Tightening
  • Singapore: Downside Surprise in Jan CPI on Technical Factors
    • ]]>     http://world.nextvietnam.biz/2010/philippines-headline-cpi-eases-core-speeds-feb/feed/ 0     Indonesia Banks: BI Quandary http://world.nextvietnam.biz/2010/indonesia-banks-bi-quandary/ http://world.nextvietnam.biz/2010/indonesia-banks-bi-quandary/#comments Fri, 05 Mar 2010 10:17:24 +0000 world@nextvietnam http://world.nextvietnam.biz/?p=2507
  • Indonesia Banks: Mixed Signals on Reduction in Government Shareholding
  • Indonesia Equity Strategy – Rising Political Temperature
  • Indonesia Strategy: Looking Beyond Current Cycle
    • ]]>     http://world.nextvietnam.biz/2010/indonesia-banks-bi-quandary/feed/ 0     Indonesia: Bond Outlook – Does Rally Have Legs? http://world.nextvietnam.biz/2010/indonesia-bond-outlook-rally-legs/ http://world.nextvietnam.biz/2010/indonesia-bond-outlook-rally-legs/#comments Fri, 05 Mar 2010 04:08:58 +0000 world@nextvietnam http://world.nextvietnam.biz/?p=2504
  • Japan: Local Government Bond Investment Outlook for 2010
  • Indonesia: On India’s Trail?
  • Indonesia: External Accounts Improve in 4Q09
    • ]]>     http://world.nextvietnam.biz/2010/indonesia-bond-outlook-rally-legs/feed/ 0