Asia Economics Update Malaysia’s brain drain is harming its economic potential Malaysia’s brain drain is a longstanding challenge to its ambition to become a high-income economy. A large diaspora, much of it concentrated in Singapore, includes a significant number of skilled... 27th October 2026 · 3 mins read
Asia Economics Update Korea: strong, but unbalanced growth Korea recorded another quarter of strong growth in Q3, once again supported by robust export growth. Investment also picked up, but private consumption remained weak. We expect growth to remain... 27th October 2026 · 2 mins read
India Economics Update India steps up efforts to bolster oil security India’s oil imports from the Middle East have rebounded in the past couple of months as supplies through the Strait of Hormuz have gradually recovered and the discount on Russian oil has largely... 26th October 2026 · 3 mins read
Asia Economics Focus Korea: AI and demographics brighten the long-term outlook Korea’s trend growth has slowed over the past few decades, reflecting weaker productivity and slower workforce growth. But we think this slowdown has come to an end, with rising female labour force... 26th October 2026 · 11 mins read
India Economics Weekly MPC minutes point to further policy tightening The MPC minutes of the RBI’s October MPC meeting – in which the repo rate was hiked by 25bps to 5.50% – give a fairly strong indication that the committee will follow up with further tightening over... 23rd October 2026 · 3 mins read
Asia Economics Weekly Two years of Prabowo: Indonesia heading down the wrong path Indonesia’s President Prabowo marked two years in office this week and, while the headline economic figures look good, his populist, interventionist approach to governing poses risks to Indonesia’s... 23rd October 2026 · 8 mins read
China Economics Weekly China’s long chase after the US AI Goliath China’s AI computing capacity is expanding rapidly, but the gap with the US remains substantial and could widen further. Chinese AI models are likely to remain competitive. But limited access to... 23rd October 2026 · 4 mins read
Japan Economics Weekly RENGO pushing for another large Shunto pay hike With the energy cost shock barely making a dent in Japan's trade balance and corporate profits going from strength to strength, trade unions are demanding another strong pay hike in next year's spring... 23rd October 2026 · 4 mins read
Bank of Japan Watch Risks to our interest rate forecasts shifting to the upside The Bank of Japan will leave policy settings unchanged at its upcoming meeting but will signal continued concerns about upside risks to inflation. With little evidence that the tightening delivered so... 23rd October 2026 · 8 mins read
Japan Rapid Response Japan Consumer Prices (Sep. 2026) With underlying inflation back above the Bank of Japan’s 2% target, the case for further tightening remains on solid ground. 23rd October 2026 · 2 mins read
Asia Rapid Response Korea Policy Rate (October 2026) The Bank of Korea (BoK) left its policy rate unchanged at 3.00% at today’s meeting, but we doubt this marks the end of the tightening cycle, and have pencilled in one hike for the BoK’s final meeting... 22nd October 2026 · 2 mins read
India Chart Pack India Chart Pack (Oct. 2026) After a very strong run, India’s economy is set to cool but annual GDP growth is still on course to average an impressive 7% from 2026-2028. Rising food prices on account of a weak monsoon will push... 22nd October 2026 · 1 min read
Asia Rapid Response Philippines Interest Rate Announcement (Oct. 2026) 22nd October 2026 · 2 mins read
Asia Economics Update Bank of Korea to hike rates once more this cycle The Bank of Korea (BoK) kept its policy rate unchanged at 3.00% today. But the tone of its statement and the decision to raise its growth forecasts for this year and next suggest that the tightening... 22nd October 2026 · 3 mins read
Asia Economics Update Thailand’s car sector faces up to China Shock 2.0 Thailand has long been South East Asia’s leading automotive production hub, built around Japanese manufacturers and a deep network of local suppliers. But the shift towards EVs is reshaping its... 21st October 2026 · 3 mins read
