Asia Economics Update Energy shock in Asia: policy choices ahead High energy prices and growing concerns over energy security have already prompted significant policy responses across Asia. Some governments are looking to introduce inflation-suppressing measures... 10th March 2026 · 4 mins read
Asia Economics Update Is Asia running on empty with LNG? Asian economies vary in how dependent they are on LNG from the Gulf – for China and Japan, dependence is low, while Pakistan, Taiwan and Korea have much higher exposure. Low domestic inventories leave... 10th March 2026 · 4 mins read
Capital Daily Why Asia’s markets have been the most affected by the war East Asian equities – and Korea’s in particular – have been more sensitive to news about the war than most, but we remain cautiously optimistic about them over the medium term. 5th March 2026 · 3 mins read
Event Drop in: Asia’s macro and market vulnerabilities from the Middle East war 5th March 2026, 8:30AM GMT War in the Middle East has triggered a brutal sell-off in some Asian financial markets.
Asia Economics Update The Iran shock and Asia As net energy importers, most economies in Asia are worse off and facing higher inflation as a result of the attacks on Iran. But oil prices would have to rise much further than they have so far – to... 2nd March 2026 · 5 mins read
Event Drop-In: The Asian Century? Long-Run Prospects for Asia 25th February 2026, 8:00AM GMT Asia is expected to account for a rising share of global output over the next few decades. But how secure is that outlook?
Asia Economics Update Taiwan leaving Korea in the slow lane Taiwan’s economy for a long time grew at the same pace as Korea, but is now surging ahead. Taiwan’s central role in AI-related electronics supply chains has driven a powerful post-pandemic expansion... 4th February 2026 · 3 mins read
Asia Economics Update Asia Manufacturing PMIs, Korea Trade (January) The January manufacturing PMI readings for Asian economies remain consistent with generally steady growth in manufacturing. However, the PMIs have recently been a poor guide to the hard activity data... 2nd February 2026 · 3 mins read
Asia Economics Weekly Taiwan: US trade deal and TSMC earnings add to optimism The trade deal struck between Taiwan and the US, alongside another bumper earnings report from TSMC, strengthens our conviction that Taiwan will record another year of rapid GDP growth in 2026. 16th January 2026 · 8 mins read
Asia Economics Update Will Taiwan deploy its “chips weapon”? Taiwan last year briefly flirted with imposing restrictions on its exports of semiconductors as part of an effort to assert its foreign policy interests. But there are strong reasons for officials to... 14th January 2026 · 7 mins read
Asia Economics Update Asia PMIs, Korea Trade (Dec) & Singapore GDP (Q4) The December Manufacturing PMI readings for most Asian economies remain consistent with generally soft manufacturing activity. However, the PMIs have recently been a poor guide to the hard activity... 2nd January 2026 · 3 mins read
Asia Rapid Response Taiwan Interest Rate Announcement (Dec.) Taiwan’s central bank (CBC) left its main policy rate on hold today (at 2.00%) and, with growth likely to remain strong and inflation set to stay low, policy settings look set to be left unchanged... 18th December 2025 · 2 mins read
Capital Daily Would an end to the AI boom drag down EM equities? Although emerging market equities are, in some places, very heavily exposed to the AI boom, we think they would in aggregate hold up better than those in the US if that boom continued to unwind. 17th December 2025 · 4 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... 15th December 2025 · 25 mins read
