Speakers:
Asian economies should enjoy strong growth over the next year or so, supported by robust demand for AI-related products and lower energy prices. But the outlook is likely to become more challenging if and when the AI boom fades, while uncertainty over US tariff policy and the increasingly prominent El Niño risk add further uncertainty.
Join our Asia and Commodities teams on Wednesday, 1st July for this special briefing on the economic outlook for the region. During this concise briefing, our economists will address key issues including:
- Growth: Which economies will benefit most from lower oil prices and continued strength in technology exports, and why China may be an exception.
- El Niño and commodities: How the expected return of El Niño could materially affect agricultural commodity markets, drive food-price inflation higher, and shape the broader inflation trajectory across Asia.
- Inflation and policy: Why lower oil prices should ease inflation pressures and reduce the need for aggressive further tightening, despite ongoing upside risks from food prices and weather-related shocks.
Start date:
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