Asia Rapid Response Indonesia Interest Rate Announcement (Nov. 2025) Bank Indonesia left its benchmark interest rate on hold at 4.75% today for a second consecutive meeting but the accompanying communications remained dovish and we still think there’s scope for further... 19th November 2025 · 2 mins read
Asia Rapid Response Thailand GDP (Q3 2025) Thailand’s economy contracted during the third quarter and we think it will struggle over the coming months, prompting the central bank to step in and loosen monetary policy by more than most expect. 17th November 2025 · 2 mins read
Asia Rapid Response Malaysia: Monetary Policy Meeting (November 2025) 6th November 2025 · 2 mins read
Asia Rapid Response Indonesia GDP (Q3 2025) Official figures released today showed that Indonesia’s GDP growth stood at 5.0% y/y in Q3, but we don’t have much faith in the data – growth has been close to 5% for the past few years. Our... 5th November 2025 · 2 mins read
Asia Rapid Response Korea GDP (Q3 2025, adv) Korea’s economy accelerated sharply in Q3 and, with the bank still worried about overheating in the property market, today’s strong data make a November rate cut even less likely. 27th October 2025 · 2 mins read
Asia Rapid Response Korea Policy Rate (Oct. 2025) The Bank of Korea left its policy rate unchanged today at 2.50%, but we doubt this marks the end of its easing cycle. 23rd October 2025 · 1 min read
Asia Rapid Response Indonesia Interest Rate Announcement (Oct. 2025) Bank Indonesia unexpectedly left its benchmark interest rate on hold at 4.75% today but the accompanying communications suggest that further easing remains more likely than not. We expect three more... 22nd October 2025 · 2 mins read
Asia Rapid Response Malaysia GDP (Q3, adv estimate) Malaysia’s economy accelerated in the third quarter but we expect growth to soften in the coming quarters which, alongside low inflation, should add to the case for further monetary easing this year. 17th October 2025 · 2 mins read
Asia Rapid Response Philippines Monetary Policy Announcement (October) 9th October 2025 · 2 mins read
Asia Rapid Response Vietnam GDP (Q3 2025) Vietnam’s economy remained strong in the third quarter, and we expect it to continue posting healthy growth rates ahead as the hit from US tariffs proves manageable. 6th October 2025 · 2 mins read
