Research Briefing
Notwithstanding Covid-related risks, we expect Asian currencies will show resilience in the face of tighter US monetary policy, particularly when...
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Research Briefing
Indian households have hoarded savings through the Covid crisis, although to a lesser extent than the rest of the world....
Research Briefing
The role of the RMB is greatest where China is a major destination for manufacturing exports, suggesting that the degree...
Research Briefing
Our ASEAN-6 growth tracker, which includes Indonesia, Malaysia, the Philippines, Thailand, Singapore, and Vietnam, points to a weak start to...
Domestic travel is the key factor that will support the near-term tourism recovery in Asia-Pacific (APAC). While international travel in...
Research Briefing
We now expect the long-run nominal neutral policy rate – i.e., the rate at which the economy is in equilibrium...
Research Briefing
Following record declines in 2020, we forecast strong 6.1% pa APAC GDP growth over the next two years. Nonetheless, the...
Research Briefing
The Reserve Bank of India (RBI) has played a key role in leading India’s pandemic policy response. While elevated inflation...
In the race to become the leader in Artificial Intelligence (AI), China and the United States are way ahead of...
Research Briefing
Over the past twenty years parts of Asia Pacific have experienced some of the fastest economic growth globally. This trend...
Research Briefing
A string of new Covid-19 outbreaks is weighing on the APAC region’s economic recovery. Among Asia’s developed economies, the case...
Research Briefing
Due to ongoing pandemic-related spending needs, we now expect Indonesia’s fiscal deficit will narrow to 3% of GDP only by...
Research Briefing
Myanmar’s Feb. 1 military coup, which ousted the newly reelected NDL party over unsubstantiated claims of election fraud, has been...
Research Briefing
States are starting to relax lockdown measures as the second wave of Covid infections is showing signs of plateauing. As...
Research Briefing
Inflation is on the rise in Asia following hefty commodity price increases, and it may in some economies even increase...
Research Briefing
After being lauded for their successful containment of Covid-19 in 2020, the ASEAN-6 economies have experienced a surge in cases...
Research Briefing
World trade is staging an impressive recovery and so are ASEAN’s exports. We forecast exports will make a positive contribution...
Research Briefing
A great uncertainty for the growth outlook is the extent to which households will spend the additional savings they’ve accumulated...
Research Briefing
India’s new lockdown strategy, which is being led by states, seems to be working. The sustained decline in the daily...
Research Briefing
As we feared, the second coronavirus wave is playing havoc with India’s health system and more states have adopted stricter...
