Research Briefing
Reaching net zero carbon emissions by 2050 would likely have a larger impact on economic activity initially in ASEAN5 countries...
Research Briefing
Reaching net zero carbon emissions by 2050 would likely have a larger impact on economic activity initially in ASEAN5 countries...
Research Briefing
With the US Fed expected to remain on hold for a prolonged period, rate decisions in Asia are likely to...
Research Briefing
Idiosyncrasies in recent Asian trade data suggest that country-specific factors are becoming more influential and causing some countries' exports to buck cyclical trends. If that continues, the fortunes...
Research Briefing
Thailand economy will likely see a rebound over the remainder of the year, but over the medium term we think...
The late December announcement of China’s intention to re-open its borders for travel took the international community by surprise, with...
Research Briefing
Inflation in Asia over the past year has by and large been a story of external supply shocks, rather than...
Research Briefing
Bengaluru's and Hyderabad’s economies will most likely continue to outperform their Asia Pacific and Indian peers in terms of growth...
Research Briefing
Economists Arup Raha and Theng Theng Tan identify 5 themes that are likely to be important for Asia in 2023.
Research Briefing
Our baseline forecast is now for world trade in goods to decline by 0.2% in 2023, a considerable downgrade from...
Research Briefing
We earlier argued that Asia’s manufacturing activity has been impacted more by demand than by supply-side pressures, due to strict Covid-related policies. Supply...
Research Briefing
We believe 2023 is likely to be a difficult year for nearly all Asian economies. Growth should slow everywhere, except...
Research Briefing
2023 is likely to be a difficult year for most Asian economies with growth slowdowns, stubborn inflation, and sticky policy...
Research Briefing
Manufacturing hubs in South East Asia are set to benefit from firms hedging against ongoing US-China frictions, in our view,...
Research Briefing
Growth across advanced Asia Pacific cities is slowing down in 2022's second half, and their full-year growth rates will trend...
Research Briefing
We expect a limited increase in policy rates across Asia, and most central banks are unlikely to match the Fed’s...
Research Briefing
Currencies of large Asian commodity exporters (AUD, NZD, MYR) have substantially outperformed those of importers (INR, KRW, THB).
Research Briefing
We expect monetary policy to continue to diverge across Asia Pacific in 2022, with central banks in the advanced APAC...
Research Briefing
In Asia, the upturn in production should help ease global supply-chain bottlenecks heading into 2022.
Research Briefing
Real GDP for ASEAN-6 economies1 grew 1.7% y/y in Q3, down from 9.3% in Q2, reflecting both a less favourable...
Research Briefing
Most APAC economies are shifting towards living with Covid, but the easing of restrictions can be expected to vary across...