Asia Rapid Response Indonesia Interest Rate Announcement (Aug. 2025) Bank Indonesia (BI) cut its benchmark 7-day repo reverse repo rate by 25bp to 5.00% today and, with inflation subdued and GDP growth likely to slow, we think there’s scope for more easing over the... 20th August 2025 · 2 mins read
Asia Rapid Response Thailand Q2 GDP (August 2025) Economic growth in Thailand slowed in the second quarter of the year, and we think the economy will struggle over the coming months as weaker exports, slower government spending and weak private... 18th August 2025 · 2 mins read
Asia Rapid Response Indonesia GDP (Q2 2025) Officials figures released today showed that Indonesia’s GDP growth stood at 5.1% y/y in Q2, but we don’t have much faith in the data – growth has been close to 5% for the past few years. Our... 5th August 2025 · 2 mins read
Asia Rapid Response Taiwan GDP (Q2 2025, Adv. Estimate) Taiwan’s economy recorded another quarter of strong growth in Q2, of 3.1% q/q, on the back of a boom in exports which more than offset a further slowdown in domestic demand. This pace of growth is... 31st July 2025 · 3 mins read
Asia Rapid Response Thailand: new central bank appointment may raise concerns about central bank independence 22nd July 2025 · 2 mins read
Asia Rapid Response Malaysia GDP (Q2 2025, adv) GDP growth in Malaysia picked up during the second quarter but we expect this strength to fade and continue to expect the central bank to cut interest rates later this year. 18th July 2025 · 2 mins read
Asia Rapid Response Indonesia Interest Rate Announcement (Jul. 2025) & US-Indonesia Trade Deal Bank Indonesia (BI) resumed its easing cycle with a 25bp cut to its benchmark 7-day reverse repo rate, to 5.25%, today and, with inflation subdued and GDP growth likely to slow, we think there’s scope... 16th July 2025 · 3 mins read
Asia Rapid Response Singapore GDP Q2 2025 (Advance estimate) Singapore’s economy rebounded sharply during the second quarter, but we doubt this resilience will last. We expect a broad-based slowdown in the coming quarters and continue to expect the central bank... 14th July 2025 · 2 mins read
US Rapid Response Trump threatens 14 countries with higher reciprocal tariffs President Donald Trump has now released “letters” to 14 countries today, announcing that, unless they negotiate a deal over the next few weeks, he will impose reciprocal tariffs on those countries... 7th July 2025 · 2 mins read
