Asia Economics Update The Gulf remittance risk for Asia A prolonged conflict in the Middle East could hit remittance flows as worsening economic prospects in the Gulf weighed on demand for migrant workers. A collapse in remittances seems unlikely. But any... 13th March 2026 · 3 mins read
Asia Economics Update Energy shock in Asia: policy choices ahead High energy prices and growing concerns over energy security have already prompted significant policy responses across Asia. Some governments are looking to introduce inflation-suppressing measures... 10th March 2026 · 4 mins read
Asia Economics Update The Iran shock and Asia As net energy importers, most economies in Asia are worse off and facing higher inflation as a result of the attacks on Iran. But oil prices would have to rise much further than they have so far – to... 2nd March 2026 · 5 mins read
Asia Economics Update New US tariff regime will rejig Asian electronics trade Trump’s new 15% global tariff rate reduces the tariff burden on most Asian countries, but the biggest winner is China. It still faces a higher tariff than countries elsewhere in the region, but the... 23rd February 2026 · 4 mins read
Asia Rapid Response Philippines Interest Rate Announcement (Feb. 2026) 19th February 2026 · 2 mins read
Asia Economics Update Asia Manufacturing PMIs, Korea Trade (January) The January manufacturing PMI readings for Asian economies remain consistent with generally steady growth in manufacturing. However, the PMIs have recently been a poor guide to the hard activity data... 2nd February 2026 · 3 mins read
Asia Economics Weekly Philippines budget, Vietnam booming, geopolitical shifts The Philippines’ 2026 fiscal budget, recently approved by President Ferdinand Marcos Jnr., points to a sharp fall in infrastructure spending as the corruption scandal continues to weigh on the economy... 9th January 2026 · 6 mins read
Asia Economics Update Asia PMIs, Korea Trade (Dec) & Singapore GDP (Q4) The December Manufacturing PMI readings for most Asian economies remain consistent with generally soft manufacturing activity. However, the PMIs have recently been a poor guide to the hard activity... 2nd January 2026 · 3 mins read
Asia Economic Outlook Solid growth, easing cycles drawing to a close The economic outlook across much of Asia has improved recently, prompting modest upward revisions to our 2026 GDP growth forecasts. Strong demand for AI-related products will continue to lift exports... 15th December 2025 · 25 mins read
Asia Rapid Response Philippines Interest Rate Announcement (Dec.) The Bangko Sentral ng Pilipinas (BSP) lowered its reverse repo rate by a further 25bps today (to 4.50%) and, with the ongoing corruption scandal likely to continue to weigh on economic activity over... 11th December 2025 · 2 mins read
Asia Economics Weekly Asian easing cycles have further to run Tropical storms have caused disruption in Southeast Asia but should have only a modest economic impact and won’t sway upcoming policy meetings. GDP growth in the Philippines has slowed sharply as a... 5th December 2025 · 5 mins read
Asia Economics Update Assessing the economic impact from recent typhoons Large parts of South and South East Asia have been hit hard by tropical storms in recent weeks, causing significant loss of life and widespread disruption. The human cost is tragic. Economically... 3rd December 2025 · 3 mins read
Asia Economics Weekly BI independence concerns resurface, Philippines corruption The invitation extended to Indonesia’s finance minister this week to attend monetary policy meetings is not unheard of among global central banks, but the move will reinforce concerns that BI’s... 21st November 2025 · 6 mins read
Emerging Markets Economics Update Early current account warning signs in a few EMs Emerging economies’ external positions generally look strong. But current account deficits are starting to widen in a handful of countries in Latin America as well as in the Philippines and Poland... 17th November 2025 · 3 mins read
Asia Economics Update Philippines: wider current account leaves peso vulnerable The Philippines’ current account deficit has widened to more than 4% of GDP and it is being increasingly financed by more volatile forms of foreign capital. This helps to explain why the peso has... 13th November 2025 · 4 mins read
