Asia Rapid Response Malaysia GDP (Q3, adv estimate) Malaysia’s economy accelerated in the third quarter but we expect growth to soften in the coming quarters which, alongside low inflation, should add to the case for further monetary easing this year. 17th October 2025 · 2 mins read
Asia Economics Weekly Vietnam export boom continues, Thai deflation risks GDP growth in Vietnam held firm at 8.2% y/y in Q3, underpinned by resilient exports despite the 20% US tariffs introduced in August. The strength of the export sector likely reflects increased re... 10th 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 Rapid Response Malaysia: Monetary Policy Meeting (September 2025) 4th September 2025 · 2 mins read
Asia Economics Weekly Encouraging signs of economic turnaround in Korea The monthly activity data released over the past week suggest that Korea’s economy made a decent start to the third quarter. Stronger consumption and rising government spending should support growth... 29th 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
Asia Economics Weekly Asia Weekly: Malaysian growth to slow, Indonesia’s 2026 budget Malaysia’s economy grew by 4.4% y/y in Q2 as strong investment was offset by weak exports. Looking ahead, growth is likely to slow in the near term as planned fiscal tightening and subdued global... 15th August 2025 · 7 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 Asia Manufacturing PMIs (July) The July PMI readings for most countries in Asia were subdued and we continue to expect activity in Asia’s export-oriented manufacturing sectors to struggle in the coming months. And with inflation... 1st August 2025 · 2 mins read
Asia Rapid Response Malaysia GDP (Q2 2025, adv) GDP growth in Malaysia picked up during the second quarter but we expect this strength to fade and continue to expect the central bank to cut interest rates later this year. 18th July 2025 · 2 mins read
Asia Economics Weekly Asia Weekly: Tariff uncertainty to drag on, export boom won’t last The reciprocal tariff rates announced this week as part of Liberation Day 2.0 were largely unchanged from April, though a few smaller countries in South East Asia saw their rates cut. While the lack... 11th July 2025 · 8 mins read
Asia Economics Weekly Asia Weekly: Vietnam trade agreement eases worst-case fears The newly agreed US–Vietnam trade agreement should help preserve Vietnam’s competitive edge in the region, but the overall impact will also depend on how other countries in Asia are treated. Meanwhile... 4th July 2025 · 7 mins read
India Economics Update Asia Manufacturing PMIs (June) The June PMI readings for most countries in Asia were subdued. With worries about growth having taken precedence over those about inflation, we think most central banks in the region will continue to... 1st July 2025 · 2 mins read
Asia Economic Outlook Asia Outlook: Tepid growth for many as tariff threat looms We expect GDP growth across most of Asia to soften in 2025, with many countries likely to record below-consensus growth. The risk of escalating trade tensions remains a key concern, particularly for... 26th June 2025 · 28 mins read
