Our Asia Chart Pack has been updated with the latest data and our analysis of recent developments.
We expect most Asian economies to record solid growth in 2026, with robust demand for AI-related products likely to be the primary driver. Lower tariff rates on exports to the US should provide a tailwind for much of the region following Trump’s decision to impose a 10% Section 122 tariff on all countries after the IEEPA tariffs were ruled illegal. But any upside for the rest of Asia will be tempered by the narrowing of the tariff gap with China, reducing the relative advantage some economies previously enjoyed. With inflation set to stay low, we anticipate further rate cuts in Korea, the Philippines, Thailand, and Indonesia, but in most cases easing cycles are nearing an end.
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