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 Vietnam Congress, Korean equities, Bangladesh election Vietnam’s 14th Party Congress concluded today with the swift reappointment of To Lam to a full five-year term. His continuation in office should support a return to greater political stability and... 23rd January 2026 · 7 mins read
Asia Economics Update Vietnam Party Congress: balancing stability and reform Vietnam’s Party Congress, beginning Monday, comes at a critical juncture. Following a period of political turbulence, To Lam looks set to be confirmed as both general secretary and state president... 15th January 2026 · 5 mins read
Asia Economics Weekly Philippines budget, Vietnam booming, geopolitical shifts The Philippines’ 2026 fiscal budget, recently approved by President Ferdinand Marcos Jnr., points to a sharp fall in infrastructure spending as the corruption scandal continues to weigh on the economy... 9th January 2026 · 6 mins read
Asia Economics Update Vietnam: Surging trade surplus with the US carries risks Vietnam’s economy is booming on the back of strong exports, most notably to the US, as it benefits from shifts in global supply chains. However, the export surge is widening Vietnam’s trade surplus... 6th January 2026 · 3 mins read
Asia Economics Update A look ahead to the key political events in Asia in 2026 In a busy electoral calendar, several Asian countries will go to the polls this year, with potentially significant implications for economic reform in India and macroeconomic stability in Bangladesh... 5th January 2026 · 4 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 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
Asia Economics Update Assessing the economic impact from recent typhoons Large parts of South and South East Asia have been hit hard by tropical storms in recent weeks, causing significant loss of life and widespread disruption. The human cost is tragic. Economically... 3rd December 2025 · 3 mins read
Asia Economics Update Asia Manufacturing PMIs, Korea Trade (November) The November PMI readings for most countries in Asia remained consistent with soft manufacturing activity. However, the PMIs haven’t been a great guide to the hard activity data for some economies... 1st December 2025 · 3 mins read
Asia Economics Update Are cheap imports from China lowering Asian inflation? We aren’t convinced that cheaper imports from China had much to do with the recent sharp fall in inflation in the rest of Asia. While we expect inflation to remain soft next year, that reflects our... 11th November 2025 · 4 mins read
Asia Economics Weekly Vietnam’s export boom The Malaysian ringgit has extended its gains against the US dollar and is now Asia’s best-performing currency this year, supported by stronger-than-expected data and a central bank keen to hold rates... 7th November 2025 · 4 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... 31st October 2025 · 0 mins read
Asia Economics Weekly Spillovers from rising US-China tensions, BI and BoK to cut US–China tensions have flared up again, with Trump’s threat of 100% tariffs on Chinese imports reinforcing the ongoing shift of US demand and production away from China. India’s position has been... 17th October 2025 · 6 mins read
Asia Economics Weekly Thai deflation risks GDP growth in Vietnam held firm at 8.2% y/y in Q3, underpinned by resilient exports despite the 20% US tariffs introduced in August. The strength of the export sector likely reflects increased re... 10th October 2025 · 6 mins read
Asia Rapid Response Vietnam GDP (Q3 2025) Vietnam’s economy remained strong in the third quarter, and we expect it to continue posting healthy growth rates ahead as the hit from US tariffs proves manageable. 6th October 2025 · 2 mins read
