Research Briefing
Our new monthly Asia Pacific Recovery Tracker shows overall momentum stalling in recent months amid the Delta-driven surge in Covid...
South East Asia
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Research Briefing
Inflation has been elevated in many Asian economies for several months now. Indeed, the Bank of Korea and the Monetary...
Research Briefing
In a surprise move, the Monetary Authority of Singapore today tightened monetary policy by slightly raising the slope of the...
Research Briefing
We believe prospects for FDI inflows into APAC over the medium term remain strong, even though pandemic-driven supply disruptions and...
Research Briefing
We still think India’s recovery will be subdued in H2 2021, despite a significant pick-up in vaccinations from August. The...
Research Briefing
Private bank credit contracted 2.7% in 2020 in Indonesia and continued to decline on a year-on-year basis through most of...
Research Briefing
Asia’s economic performance over the next six to nine months will continue to be hugely influenced by developments in the...
Research Briefing
Notwithstanding Covid-related risks, we expect Asian currencies will show resilience in the face of tighter US monetary policy, particularly when...
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
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...
