Asia Country Risk Views

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Macro Chart Pack: Feeling The Heat

We have long warned of overheating pressures within Indonesia's economy and it is clear from the recent data flow that such pressures have started to boil over. The most obvious symptoms are a...

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Property Boom Could Be Past Its Peak

Thailand's property market is set to underperform the broader economy in H213 and potentially into 2014, in our view. We believe that the property market's stellar performance in recent years has...

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China's Economic Shift A Looming Threat

In our review of the implications of China's 12th Five Year plan on Taiwan's economy, we find that Taiwan's semiconductor and flat-panel sectors face the greatest risk from Chinese competition over...

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Azeri Rescue To Energy Blues

Azeri interest to invest in Ukraine's oil and gas sector could help relieve the latter's energy reliance on Russia, while Azerbaijan would also benefit from securing another market for its oil and...

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