Adric Kam 
Recently, Asian economies have looked to consolidate their fiscal balances as the need for counter-cyclical policy reduces.
The Bank of Japan’s decision to maintain the policy rate at 0.25% today surprised no-one. Although the quarterly outlook report shows the economy is on track to achieve the 2% inflation target, the central bank is waiting for more data to confirm household income and consumption are recovering, and the US economy is on track for a soft landing.
Our Global Relative Return Index (RRI) is unchanged from six months ago at 52.7 for 2025, signalling that we are still on course for a sustained pick-up in investment opportunities after the initial phase of the recovery this year.
This first-of-its-kind research delves into the factors influencing tourism decision making to explore what determines travellers’ destination choices and spending patterns. The study sheds new light on the important role of premium Food & Beverage offerings in attracting higher quality tourism to Southeast Asia.
China’s economy looks to have entered a marked downturn. Cyclical trends in China are always tricky to assess given the ‘smoothing’ of official data, but one clear signal that the economy is struggling is the recent stimulus package announced by the authorities – policy moves can often be revealing about underlying trends in China.
Asia has been at the forefront of the recent global AI frenzy. That partly reflects the region’s importance in global semiconductor supply chains. Global companies specialising in different stages of production can be found across Asia.
Speak to our team Rhianne Clark Senior Vice President, APAC LinkedinProfile Ollie Spence Associate Director, Business Development, OE Australia LinkedinProfile Alix de Raucourt Business Development Manager LinkedinProfile Amanda Sewell Business Development Manager, OE Australia LinkedinProfile Laurie Briffett Business Development Manager LinkedinProfile
The risk of higher trade tensions, and its subsequent implications on trade policy, is high. The upcoming US presidential election this November has the chance to spark an escalation of a global trade war if former President Donald Trump returns to the White House.
Four themes have dictated Asia’s macroeconomic outlook over the summer and are likely to continue to exert an influence over the rest of the year and into 2025, in our view.
Oxford Economics is thrilled to announce the beta launch of its AI Assistant, an advanced artificial intelligence tool designed to enhance client experiences by streamlining access to and analysis of global macroeconomic data.
Related Posts The rise of Southern India’s business service hubs Over the next five years, India is set to be one of the fastest-growing major economies across Asia Pacific, lead by the performance of its IT and business services. The Southern states of Karnataka and Telangana are at the forefront of this success as they … Read more
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世界の建設活動は、建設コストの高騰、中央銀行による政策引き締め、中国の不動産不況の影響により、インフラ刺激策による建設活動の利益が相殺され、2024年も停滞を続けている。しかし、成長の兆しが見られる地域もあり、アジア新興国の力強さやサウジアラビアのギガプロジェクトの影響が地域の状況を変え続けています。このような背景から、今後15年間で最も急成長すると思われる建設市場トップ5を特定しました。
The rise of AI promises vast business opportunities and growth potential for the semiconductor industry. But these benefits are not evenly distributed along the value chain, so for ASEAN economies, where semiconductor activities are focused on lower value-added segments such as assembly-testing-packaging, the benefits are likely to be limited.
We’re delighted that Oxford Economics has been announced as the Most Innovative Global Economic Forecasting Specialists 2024.
