Our Asia Chart Pack has been updated with the latest data and our analysis of recent developments.
Given Asia’s heavy reliance on imported energy - particularly shipments passing through the Strait of Hormuz - the region is more exposed than most. As a result, our 2026 GDP downgrades are larger across much of Asia than elsewhere (outside the Gulf economies). Although inflation will pick up, most economies are starting from below-target levels. As such, while we no longer expect rate cuts in many cases, a broad-based cycle of rate hikes across the region also looks unlikely.
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