Asia Economics Weekly AI sell-off, Thai EV policy shift, BSP under pressure The sharp sell-off in Asian equities, particularly in Korea and Taiwan, is unlikely to have a major direct economic impact. However, concerns that global tech firms could scale back AI investment pose... 6th November 2026 · 6 mins read
Asia Rapid Response Philippines Interest Rate Announcement (Oct. 2026) 22nd October 2026 · 2 mins read
Asia Economics Weekly Bank Indonesia: MSCI threat puts rate hike in play Bank Indonesia is likely to leave rates on hold at its meeting next week, but today’s sharp market sell-off following MSCI’s threat to downgrade Indonesia to standalone status raises the prospect of a... 16th October 2026 · 4 mins read
Asia Economics Weekly Strong growth in Vietnam, BSP hiking cycle not over Vietnam’s GDP growth surged to 10% y/y in the third quarter. However, rapid credit growth of around 20% is helping to fuel the boom, raising concerns that bad loans could rise and growth could slow... 9th October 2026 · 6 mins read
Asia Economic Outlook AI boosting Asian growth, but support will fade Booming exports of AI-related products have helped offset the drag from higher energy prices and should continue to support growth across most of Asia in the near term. The AI boom is not feeding... 29th September 2026 · 25 mins read
Asia Economics Focus China Shock 2.0 is good news for ASEAN China’s export surge is strengthening rather than hollowing out South East Asian manufacturing. Cheaper inputs and Chinese investment should continue to lift the region’s exports and industrial... 15th September 2026 · 15 mins read
Asia Rapid Response Philippines Interest Rate Announcement (Aug. 2026) 27th August 2026 · 2 mins read
Asia Economics Weekly Taiwan’s 2027 budget, Thai rates to stay low Plans in Taiwan’s 2027 budget for a sharp rise in defence spending may face some pushback from parliament, but proposals for an even larger rise in social welfare spending and a fresh round of cash... 21st August 2026 · 8 mins read
Asia Economics Update The Philippines – on the wrong side of the AI boom The Philippines risks falling behind in the AI revolution. Unlike much of the rest of the region, it is neither benefiting significantly from the surge in AI-related electronics exports nor well... 12th August 2026 · 3 mins read
Asia Economics Update Philippines: war and corruption campaign weigh on growth The Philippines slowed further in the second quarter of the year as the impact of the ongoing anti-corruption campaign and higher inflation brought about by the crisis in the Middle East weighed... 7th August 2026 · 3 mins read
Asia Economics Weekly BI independence concerns, SBP on hold Bank Indonesia Governor Perry Warjiyo’s surprise resignation at the start of the week has raised further concerns over central bank independence, but markets have remained calm given the appointment... 31st July 2026 · 6 mins read
Asia Economics Update AI is lifting Asia’s non-chip manufacturers too The global AI investment boom is delivering a bonanza to electronics manufacturers across Asia well beyond just chipmakers in Korea and Taiwan. 23rd July 2026 · 2 mins read
Asia Economic Outlook AI boom rolls on, as falling oil prices provide relief Booming exports of AI-related products have helped offset the drag from higher energy prices and should continue to be an important driver of growth in Asia in the near term. The drop in oil prices... 26th June 2026 · 24 mins read
Asia Economics Weekly Outlook for Asian currencies hinges on US-Iran deal Asian currencies have rebounded on hopes of a US–Iran deal and lower oil prices. Stronger currencies would reduce the need for aggressive rate hikes by Asian central banks. 12th June 2026 · 7 mins read
Asia Economics Update Philippines: stagflation nation The Philippines is going through a period of stagflation, with a combination of slowing (and very weak) GDP growth and high and rising inflation placing the central bank in an unenviable position... 7th May 2026 · 3 mins read
