North Korea tensions rising, US election implications

North Korea’s relations with South Korea and its allies have taken a marked turn for the worse over the past month, with experts warning that “the situation on the Korean Peninsula is more dangerous than it has been at any time” since the Korean war. For an analysis of the likely economic implications of a conflict see here.

The coming week sees scheduled monetary policy meetings in Malaysia and Pakistan, as well as the publication of GDP figures for the Philippines and Indonesia. But of course, a large share of attention next week will be on the fallout for the region from the US election. For all of our research please see our dedicated webpage.