Asia Economics Weekly

Bank of Thailand to cut again, Asia and the AI boom

We will be holding an online briefing on Wednesday to discuss the region’s long-term economic outlook out until 2050. You can register by clicking here. We expect the Bank of Thailand to cut rates at...

· 6 mins read

Asia Economics Update

Pakistan: is stability here to stay?

Pakistan has pulled itself back from the edge of economic collapse: foreign exchange reserves have been rebuilt, inflation has stabilised, the current account is broadly balanced and the fiscal...

· 4 mins read

Asia Economics Weekly

Key calls for 2026, SBP resumes its easing cycle

This week we released our latest quarterly Asia Economic Outlook. The key takeaway is that, with growth set to remain solid, easing cycles are likely to come to an end next year. In a separate...

· 5 mins read

Asia Economic Outlook

Solid growth, easing cycles drawing to a close

The economic outlook across much of Asia has improved recently, prompting modest upward revisions to our 2026 GDP growth forecasts. Strong demand for AI-related products will continue to lift exports...

· 25 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...

· 0 mins read

Emerging Markets Economics Update

Friends with benefits: the US, Argentina and other EMs

The US’s recent pledge of support for Argentina raises the question of whether other EMs facing financial difficulty might receive similar assistance. Pakistan and Jordan are potential candidates, as...

· 4 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...

· 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...

· 1 min 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...

· 1 min 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...

· 28 mins read

Asia Economics Weekly

Asia Weekly: More policy support coming in Korea

More policy support in Korea looks to be on its way soon. The minutes from the Bank of Korea’s May meeting, point to more rate cuts over the coming months. Meanwhile, the new government has announced...

· 6 mins read

Asia Economics Weekly

Asia Weekly: Inflation to stay low, sharp fiscal tightening in Pakistan

Recent data show inflation stayed soft across Asia last month, with Thailand, Sri Lanka, and China all in deflation. While the jump in oil prices following Israel’s attacks on Iran pose an upside risk...

· 8 mins read

Asia Economics Weekly

Asia Weekly: Exports to US surge, dovish BSP

Exports from Vietnam and Taiwan to the US have surged in recent months as US buyers have front-loaded orders ahead of the introduction of tariffs. The strength in exports is likely to continue in the...

· 6 mins read

Asia Economics Update

Kashmir: old tensions in a new geopolitical context

If limited just to Kashmir, a period of fighting between Pakistani and Indian forces would have a small impact on the economy of either country. Pakistan would have more to lose than India from a...

· 3 mins read

Asia Economics Weekly

Asia Weekly: A close call in Malaysia

Bank Negara Malaysia has so far held off on rate cuts, but with first quarter growth slowing sharply, inflation at a four-year low, and external risks mounting, we expect the central bank to begin its...

· 7 mins read