Asia Economics Weekly Two years of Prabowo: Indonesia heading down the wrong path Indonesia’s President Prabowo marked two years in office this week and, while the headline economic figures look good, his populist, interventionist approach to governing poses risks to Indonesia’s... 23rd October 2026 · 8 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
Capital Daily Where to hide from the bond market rout Most assets would be affected if US yields continued to rise, but some – including bonds in economies with less-ingrained price pressures and weak currencies – might be the best of a bad bunch. 30th September 2026 · 3 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 Weekly Won’s rebound, CBC to hold fire, China Shock 2.0 The Korean won hit a two-year high this week, helped by profit repatriation by major tech firms and foreign investors scaling back their selling of Korean equities. We think it will make further gains... 11th September 2026 · 4 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 Taiwan’s 2027 budget, Thai rates to stay low Plans in Taiwan’s 2027 budget for a sharp rise in defence spending may face some pushback from parliament, but proposals for an even larger rise in social welfare spending and a fresh round of cash... 21st August 2026 · 8 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
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
Emerging Markets Economics Update Which EMs will be next to hike rates? The renewed rise in oil prices has cast fresh uncertainty over the outlook for interest rates. But one thing that emerges from the latest CPI data is that there are a handful of countries where strong... 15th 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
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 Outlook for Asian currencies hinges on US-Iran deal Asian currencies have rebounded on hopes of a US–Iran deal and lower oil prices. Stronger currencies would reduce the need for aggressive rate hikes by Asian central banks. 12th June 2026 · 7 mins read
