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• Asia – Export DNA

  Date: 7 January 2010
  Author: Mary Nicola, Tai Hui, Thomas Harr
  Region: South East Asia, China, North East Asia
  Categories: Economics
  

  ...China’s exports have the greatest overlap with those of Malaysia and Thailand • Indonesia’s...

• China – The importance of exports

  Date: 15 June 2010
  Author: Stephen Green
  Region: China
  Categories: Economics
  

  ...Exports to constitute some 30% of 2010 industrial-sector growth, 2ppt of nominal...

• South Korea – Export leaders and laggards

  Date: 9 October 2009
  Author: Suktae Oh
  Region: North East Asia
  Categories: Economics
  

  ...Exports, the main economic driver this year, have resumed y/y volume growth...

• South Korea – Exports continue to lead growth

  Date: 3 May 2010
  Author: Suktae Oh
  Region: North East Asia
  Categories: Economics
  

  ...March activity data continued to show a strong recovery, led by exports • Still-strong exports caused the trade surplus to rise in April • Headline...

• China – Exports and the cliff

  Date: 31 October 2008
  Author: Li Wei, Stephen Green
  Region: China
  Categories: Economics
  

  Export and import growth continues to slow China PMI export orders below neutral...

• South Korea – Activity slows in August, exports surge in September

  Date: 1 October 2009
  Author: Suktae Oh
  Region: North East Asia
  Categories: Economics
  

  ...August, supporting the consensus view of slower GDP growth in H2 • But exports and the trade surplus surged in September, which suggests that growth momentum...

• Can Asian exports recovery last

  Date: 1 July 2010
  Author: Alvin Liew, Anubhuti Sahay, David Semmens, Eric Sugandi
  Region: Global Overview
  Categories: Fixed Income
  

  An excellent export performance for Asia in H1, but the H2 outlook is increasingly uncertain...

• Thailand – Exports save growth from political unrest

  Date: 5 July 2010
  Author: Usara Wilaipich
  Region: South East Asia
  Categories: Economics
  

  Data shows limited immediate economic cost from political unrest • We revise up our 2010 GDP growth forecast to 4.1% to reflect this • Our forecast remains below government forecasts and market consensus • We still have questions about the pace of government spending on infrastructure projects

• Asian export recovery will be a slow grind

  Date: 16 October 2009
  Author: Alvin Liew, Brandon Loe, Callum Henderson, Danny Suwanapruti
  Region: South East Asia, China, India, North East Asia, Middle East & North Africa, Europe, Africa
  Categories: Fixed Income, Foreign Exchange
  

  ...Asian exports are starting to recover, but investment sentiment remains cautious • We stay bullish...

• Euro area – Fiscal squeeze, export boost

  Date: 26 May 2010
  Author: Samra Al-Harthy, Sarah Hewin
  Region: Europe
  Categories: Economics
  

  • Some euro-area countries face a sharp fiscal squeeze – but they are in the minority • Low real interest rates and a more competitive euro should benefit the core group of countries • We expect the ECB to stay on hold until Q2-2011 and have lowered our 2011 growth forecast