Asia Economics Weekly BoK hawkish as inflation eases across Asia Inflation in Korea fell in August, but hawkish minutes from the BOK’s July meeting suggest that further tightening is likely. While it will be a close call, we expect the next hike to come in October... 7th August 2026 · 5 mins read
Global Economics Update Who is most exposed to an AI earnings bust? An AI earnings bust need not be synonymous with a macroeconomic bust. Some scenarios – such as falling AI prices or higher input costs – would mainly redistribute income between AI producers and users... 5th August 2026 · 3 mins read
Emerging Markets Economics Update Emerging Markets Capital Flows Monitor (July 2026) Capital inflows into EMs financial markets – particularly equities – have risen over the past month despite the resumption of conflict in the Middle East. Outflows could return again if the situation... 29th July 2026 · 0 mins read
Capital Daily Are the wheels falling off the AI stock market train? The share prices of some of the global tech giants at the heart of the AI revolution have come under pressure amid a variety of concerns, raising the question of whether the wheels are falling off the... 28th July 2026 · 5 mins read
FX Markets Focus Korean won and Taiwanese dollar may rally if AI bubble bursts The ongoing AI boom has not translated into stronger currencies in Korea and Taiwan, despite surging semiconductor exports and, notwithstanding the recent selloff, major rallies in their equity... 28th July 2026 · 20 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 Economics Update Korea: solid, but unbalanced growth Korean growth slowed in the second quarter of the year, but still grew by a healthy 0.6% q/q, helped by strong export demand. Domestic demand struggled again, however, and we expect Korea to continue... 23rd July 2026 · 3 mins read
Asia Economics Weekly Singapore boom continues, hawkish Bank of Korea Singapore’s economy remained strong in Q2, with GDP growth of 5.7% y/y driven by a manufacturing boom linked to AI-related demand. However, with inflation staying low, we expect the Monetary Authority... 17th July 2026 · 5 mins read
Asia Economics Update How high will rates go in Korea? The Bank of Korea today kicked-started its tightening cycle by raising rates by 25bps to 2.75%, and the tone of the central bank’s statement makes clear that further tightening is likely. We now... 16th July 2026 · 3 mins read
Asia Economics Weekly Bank of Korea to kick start tightening cycle A combination of above-target inflation, buoyant growth, a struggling currency, and rising property prices in Seoul all point to the Bank of Korea hiking rates by 25bp to 2.75% next week. We currently... 10th July 2026 · 4 mins read
Emerging Markets Economics Update Emerging Markets Capital Flows Monitor (June 2026) Capital outflows from EMs have eased over the past couple of weeks in light of the US-Iran peace deal and reopening of the Strait of Hormuz. Outflows could pick up again if the fragile truce falls... 25th June 2026 · 2 mins read
Capital Daily What to make of tech stocks’ latest tumble Today’s big falls in tech stocks without any major catalyst is another illustration of rising volatility in these stocks, a result of what increasingly looks like frothy earnings expectations and/or... 23rd June 2026 · 4 mins read
Asia Economics Update Korea’s booming chip exports mask vulnerabilities Korea’s economy is riding an extraordinary wave of global demand for its AI-related exports and, despite the drag from higher energy prices, we have raised our growth forecasts for this year. But the... 4th June 2026 · 3 mins read
Asia Economics Weekly BoK’s tightening cycle to be gradual, Taiwan boom continues Although the Bank of Korea struck a hawkish tone yesterday, today’s weak activity data and the challenging outlook for domestic demand suggest that any tightening cycle is likely to be gradual... 29th May 2026 · 5 mins read
Asia Economics Update A hawkish hold, as Bank of Korea signals rate hikes coming The Bank of Korea today left interest rates unchanged at 2.50%, but clearly signalled that rate hikes were coming amid concerns about the inflationary impact of higher energy prices. We have adjusted... 28th May 2026 · 3 mins read
