- China: Further Slowing Ahead
- India: Will the Country Fulfill Its Potential?
- Indonesia: Some Imbalances Remain
- Thailand: Road to Recovery Looks Rocky
- Philippines: From Laggard to Leader?
- Vietnam: Living in the Shadow of an Investment Slowdown
- Mongolia: Robust Growth Recently but Fortunes Tied to China
The report concluded:
Emerging Asia will likely continue to post faster economic growth rates than most other regions in the developing world for the foreseeable future. However, the region will likely not be able to achieve the same robust rates of economic growth as it did in the last two decades. The working age population in China is cresting, and the country has arguably over invested in the last decade. Mongolia, Thailand and Vietnam also will likely post slower rates of real GDP growth in coming years than they did during the last decade. Favorable demographics mean that Indonesia, the Philippines and India could all experience some economic acceleration in the next decade or two. However, in our view, a number of reforms will need to be undertaken in these economies for them to realize their true economic potential.
- Small But Mighty: Seizing Untapped Opportunities in Southeast Asia (Nielsen)
- Sustained Growth Slowdown in China Would Spill Over to Asia-Pacific Region and Beyond (Moody’s Talk)
- 2017 Global Retail Development Index (ATKearney)
- Countries Compete to Lure Manufacturers From China (WSJ)
- BlackRock’s Swann: Look at the China Slowdown in a Long Term Context (FE Trustnet)
- Buying Stocks in Asia: The Ultimate Guide (InvestAsian)
- The “Next Eleven” and the World Economy (The Asset)
- Top Emerging Markets Hiking Interest Rates Last Week: Indonesia, UAE & More (Investing.com)
- Vietnam: Tail of the Dragon (Mirae Asset)
- The World in 2050 (PWC)
- Are There Greater Opportunities In Asia’s Frontier Markets Than in China? (FT)
- Trade War Steers Chinese Investment Toward Southeast Asia (Nikkei Asian Review)
- Secret to Enduring Stagflation Sends Traders to Emerging Markets (Bloomberg)
- Scottish Oriental Smaller Companies Trust – Annual Report for Year Ended Aug 31, 2022
- Mongolia Flounders After Becoming “Minegolia” (WSJ)