Asia Economics Weekly AI sell-off, Thai EV policy shift, BSP under pressure The sharp sell-off in Asian equities, particularly in Korea and Taiwan, is unlikely to have a major direct economic impact. However, concerns that global tech firms could scale back AI investment pose... 6th November 2026 · 6 mins read
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 Update Thailand’s car sector faces up to China Shock 2.0 Thailand has long been South East Asia’s leading automotive production hub, built around Japanese manufacturers and a deep network of local suppliers. But the shift towards EVs is reshaping its... 21st October 2026 · 3 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 Thailand Interest Rate Announcement (August. 2026) 26th August 2026 · 2 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
Asia Economics Update New Thai government is squandering a rare chance for reform Thailand’s re-elected government began its new term with a strong mandate and a rare opportunity to pursue structural reform to boost long-term growth. Six months on, that opportunity risks being... 10th 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 Indonesia back in the spotlight, hawkish central banks MSCI is expected to announce on Tuesday whether Indonesia will retain its emerging market status, with recent reforms and press reports suggesting that a downgrade to frontier market status is... 19th June 2026 · 5 mins read
Asia Economics Update Thailand: growth beats expectations, but economy set to slow Thailand’s growth accelerated in the first quarter of the year, but the economy faces growing headwinds from the conflict in Iran and the surge in global energy prices. Despite recent government... 18th May 2026 · 3 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
Asia Economics Weekly Stimulus in Thailand, Korean inflation under control Thailand is launching a 400bn baht (2% of GDP) stimulus to cut living costs and boost renewables, though the spending risks pushing public debt towards—and potentially through—the government’s 70% of... 8th May 2026 · 5 mins read
