The economic outlook across much of Asia has improved recently, prompting modest upward revisions to our 2026 GDP growth forecasts. Strong demand for AI-related products will continue to lift exports...

The below-target gain in three of the four main core prices measures in November reinforces our view that markets have gotten ahead of themselves by pricing in higher interest rates from the Bank of...

The sharp decline in Nigeria’s headline inflation rate to 14.5% y/y last month strengthens our view that the central bank will quickly restart its easing cycle when it next meets in the new year.

Fiscal support and a ramp-up in AI investment will prevent a sharp slowdown in China’s economy, but we expect growth to remain weak in 2026. Deflation and overcapacity will persist and China’s...