Our Asia Chart Pack has been updated with our latest forecasts and calls to reflect key developments across the region.
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With growth likely to soften in the coming months and inflation subdued, further interest rate cuts are expected across much of the region. Taiwan is the key exception, with rates there likely to stay on hold through end-2026. The impact of Trump’s tariffs on Asia (excluding China) has so far been relatively small, with strong demand from electronics helping to offset the impact of any levies. Some countries also appear to be benefiting from trade diversion as US firms shift supply chains away from China.
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