Our Asia Chart Pack has been updated with the latest data and our analysis of recent developments.
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 exception, with rates there likely to stay on hold through end-2026. The impact of Trump’s tariffs on Asia should be manageable. While most Asian economies will face US tariffs of 15–25% on their exports to the US, the region will not lose competitiveness relative to non-US producers. At the same time, Asia should continue to benefit from trade diversion as US firms shift supply chains away from China.
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