Asia Chart Pack Asia Chart Pack (October 2025) 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... 31st October 2025 · 0 mins read
Asia Economics Weekly Key takeaways from Trump’s visit, new Korea forecasts US President Donald Trump’s visit to Asia this week led to the signing of several trade deals that should, at the margin, lend modest support to regional economic growth. This may, in turn, strengthen... 31st October 2025 · 8 mins read
Asia Economics Update How will Philippines’ anti-corruption drive affect activity? The experience from other emerging markets suggests that, even if the ongoing corruption scandal in the Philippines doesn’t fuel further unrest, a more concerted effort by the government to clamp down... 22nd October 2025 · 4 mins read
Asia Economics Update Philippines: infrastructure boost starting to pay off The recent corruption scandal involving flood-control projects has cast a shadow over the Philippines’ infrastructure drive. Yet despite this, the country has seen substantial improvements in roads... 9th October 2025 · 3 mins read
Asia Rapid Response Philippines Monetary Policy Announcement (October) 9th October 2025 · 2 mins read
Asia Economics Update Philippines and the risks from the corruption scandal The ongoing investigation into corruption in the Philippines brings the risk of further protests over the coming months. So long as any unrest is limited in scale and duration, the economic and... 8th October 2025 · 6 mins read
Asia Economic Outlook Soft growth ahead, region to weather tariff threat Asia’s economies look set for further weak growth over the rest of this year and to the end of 2026, as tighter fiscal policy and softer exports outweigh resilient consumption, which is being... 25th September 2025 · 25 mins read
Emerging Markets Economics Chart Pack Emerging Markets Chart Pack (Sep. 2025) EM GDP growth generally held up well in H1 but we think it will soften over the second half of the year as US tariffs, tighter fiscal policy and slowing wage growth bite. The inflation outlook is... 17th September 2025 · 1 min read
Asia Economics Update Asia Manufacturing PMIs (August) The August PMI readings for most countries in Asia were subdued and we continue to expect manufacturing in the region to struggle in the near term. And with inflation set to remain contained, we think... 1st September 2025 · 3 mins read
Asia Economics Weekly Asia Weekly: A close call in Korea, BI’s surprise cut While most analysts expect the Bank of Korea to keep rates unchanged at Thursday’s meeting, we are forecasting a cut. Although GDP growth rebounded last quarter, the poor prospects for construction... 22nd August 2025 · 6 mins read
Asia Economics Update More to strong Asian exports than tariff front-running Strong growth in exports from Asia in the first half of the year has fuelled talk that, with US tariffs now in place, shipments will fall sharply as tariff front-running ends. But we’re not convinced... 19th August 2025 · 6 mins read
Emerging Markets Economics Chart Pack Emerging Markets Chart Pack (Aug. 2025) Our View: The Q2 GDP figures out so far point to robust growth across much of the emerging world, but we think growth will soften over the second half of the year. While growth across much of Asia... 14th August 2025 · 1 min read
Asia Economics Update The Philippines: Marcos Jr.’s mid-term scorecard Three years into his six-year term, President Ferdinand Marcos Jr. of the Philippines has passed key reforms to improve the country’s business environment and infrastructure. However, worries about... 12th August 2025 · 3 mins read
Asia Economics Weekly Asia Weekly: Trump targets pharma, chips and India Malaysia and Taiwan are the two countries in Asia most exposed to Trump’s threatened 100% tariffs on semiconductors. However, exemptions for companies with production facilities in the US and limited... 8th August 2025 · 6 mins read
