Asia Economics Update Malaysia’s brain drain is harming its economic potential Malaysia’s brain drain is a longstanding challenge to its ambition to become a high-income economy. A large diaspora, much of it concentrated in Singapore, includes a significant number of skilled... 27th October 2026 · 3 mins read
Asia Economics Update Malaysia: strong growth provides fiscal breathing room Strong economic growth has boosted Malaysia’s government revenues, giving policymakers some room to lift spending ahead of a possible general election next year. But the budget still targets a further... 9th October 2026 · 3 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 Malaysia Monetary Policy Meeting (September 2026) 3rd September 2026 · 2 mins read
Asia Economics Update How should Asian central banks respond to the AI boom? Growth in several Asian economies is running well above previous estimates of trend, driven by a surge in demand for semiconductors and other AI-related products. Yet inflationary pressures remain... 2nd September 2026 · 3 mins read
Asia Economics Weekly Malaysia on hold, BoK dot plot points to one more hike Inflation in Malaysia remains subdued despite rapid economic growth and the recent jump in global energy prices, so we expect Bank Negara Malaysia to leave rates unchanged on Thursday. In Korea, the... 28th August 2026 · 4 mins read
Asia Economics Update Malaysia: capitalising on the AI data centre boom Malaysia is emerging as one of the biggest beneficiaries of the global AI boom. Rapid growth in data-centre investment and information-service exports should provide a powerful boost to GDP over the... 19th August 2026 · 3 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 Weekly Strong growth in Vietnam as exports offset oil drag GDP figures published today show that Vietnam has brushed off the impact of the Iran war and the energy price shock, with growth unexpectedly accelerating on the back of strong exports. Although the... 3rd July 2026 · 5 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 BI meets amid rupiah weakness, Malaysia’s resilience While it is likely to be a close call, we expect Bank Indonesia to keep policy rates unchanged at its upcoming meetings despite rupiah weakness, preferring instead to rely on FX intervention to... 15th May 2026 · 6 mins read
