Asia Rapid Response Indonesia GDP (Q3 2025) Official figures released today showed that Indonesia’s GDP growth stood at 5.0% y/y in Q3, but we don’t have much faith in the data – growth has been close to 5% for the past few years. Our... 5th November 2025 · 2 mins read
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 Weekly Taiwan’s booming economy, Korea and Indonesia rates Q3 GDP data due to be released next week are likely to show that Taiwan’s economy recorded another quarter of rapid growth and there are reasons to think that this strength will last a while longer... 24th October 2025 · 7 mins read
Asia Rapid Response Indonesia Interest Rate Announcement (Oct. 2025) Bank Indonesia unexpectedly left its benchmark interest rate on hold at 4.75% today but the accompanying communications suggest that further easing remains more likely than not. We expect three more... 22nd October 2025 · 2 mins read
Asia Economics Focus Prabowo’s first year: abandoning the policy guardrails? Indonesia’s President Prabowo Subianto will mark a year in office on Monday (20th October). After an encouraging start, a series of protests in recent months have pushed his administration in the... 15th October 2025 · 15 mins read
India Economics Update Asia Manufacturing PMIs (September) The September PMI readings for most countries in Asia remained weak and we continue to expect manufacturing activity in the region to struggle in the near term. With growth set to soften and inflation... 1st October 2025 · 2 mins read
Commodities Weekly Supply uncertainties re-emerge as key driver of prices For all the recent focus on soft demand dynamics, developments on the supply side have been the main driver of oil prices this week. Heightened uncertainty is driving pessimism among US oil producers... 26th September 2025 · 4 mins read
Asia Economics Weekly Indonesia-EU trade deal, Taiwan flaunts chips weapon Indonesia’s announcement of a trade deal with the European Union provided respite this week for a government that has been on the defensive with investors over the direction of policy. But it’s... 26th September 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
Asia Economics Weekly Indonesia concerns shift to budget, CBSL to resume easing Indonesia’s latest budget for next year points to a slight widening of the deficit, compared with its earlier estimate. This, along with a statement today from the new finance minister, who called the... 19th September 2025 · 5 mins read
Asia Economics Update Is Indonesia making a policy mistake? Policymakers in Indonesia can make a case that more monetary and fiscal support is warranted given the economic drag from recent protests and flooding as well as US tariffs, and the backdrop of low... 18th September 2025 · 5 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 Rapid Response Indonesia Interest Rate Announcement (Sep. 2025) Bank Indonesia’s decision today to cut its benchmark interest rate by 25bps to 4.75% came as a major surprise and is likely to further fuel concerns about the central bank’s independence. Following... 17th September 2025 · 2 mins read
Asia Economics Update Prabowo risks deepening Indonesia’s economic problems The recent protests in Indonesia underscore deep-seated economic frustrations. Despite solid headline GDP growth in recent years, wages have been stagnant and the middle class has been shrinking... 15th September 2025 · 4 mins read
