Asia’s economic performance over the next six to nine months will continue to be hugely influenced by developments in the pandemic, probably more...

Notwithstanding Covid-related risks, we expect Asian currencies will show resilience in the face of tighter US monetary policy, particularly when...

The role of the RMB is greatest where China is a major destination for manufacturing exports, suggesting that the degree of trade integration with...

At the September policy meeting, the CBR is likely to consider staying on hold or hiking its policy rate 25bp or 50bp. However, we think a 25bp...

Our ASEAN-6 growth tracker, which includes Indonesia, Malaysia, the Philippines, Thailand, Singapore, and Vietnam, points to a weak start to Q3....

Profitability has staged an impressive recovery, but the rise in Q1 operating margins to a 12-year high materially overstates corporate health....

We now expect the long-run nominal neutral policy rate – i.e., the rate at which the economy is in equilibrium and monetary policy fully...

Elevated inflation is giving policymakers in Central and Eastern Europe headaches. Two of the regions’ outperformers, Poland and Hungary, are...

Following record declines in 2020, we forecast strong 6.1% pa APAC GDP growth over the next two years. Nonetheless, the permanent loss in output...

Eurozone inflation is set to push above the ECB’s 2% target for the first time since 2018. But we think higher near-term inflation is unlikely to...