Asia Economics Weekly

BoK minutes, Malaysia Q3 GDP, Korean defence boost

The Bank of Korea’s latest minutes show the central bank has become more upbeat on the near-term growth outlook and more concerned about rising property prices in Seoul. This reinforces our view that...

14th November 2025 · 7 mins read

Asia Economics Update

Are cheap imports from China lowering Asian inflation?

We aren’t convinced that cheaper imports from China had much to do with the recent sharp fall in inflation in the rest of Asia. While we expect inflation to remain soft next year, that reflects our...

11th November 2025 · 4 mins read

Asia Economics Weekly

Ringgit surge not a concern, Vietnam’s export boom

The Malaysian ringgit has extended its gains against the US dollar and is now Asia’s best-performing currency this year, supported by stronger-than-expected data and a central bank keen to hold rates...

7th November 2025 · 4 mins read

Asia Rapid Response

Malaysia: Monetary Policy Meeting (November 2025)

6th 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 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