Russia's full-scale invasion of Ukraine was not priced in by markets and has led to spiralling commodity prices, higher risk premia, and strong...
APAC Cities | Capital move not likely to threaten Jakarta’s economic importance
Posted by Scott McEwan on Feb 23, 2022
The Indonesian government has ambitions to move the country’s capital away from Jakarta to an as-yet unbuilt city over 1,000km away on the island of...
Turkey | Why the lira scheme may do more harm than good
Posted by Maya Senussi on Feb 2, 2022
Turkey’s unpredictable macro policies could leave the treasury with a sizeable bill stemming from FX-protected lira deposits. The baseline for public...
Asia Pacific Cities | We forecast further recovery in 2022, but clearly with some big risks
Posted by Richard Holt on Dec 21, 2021
We project that Asia Pacific’s 25 leading cities experience on average 4.5% GDP growth in 2022, and 4.1% over the five years 2022-26, although there...
China | City growth rates to return to trend—but with some short-term worries
Posted by Scott McEwan on Dec 21, 2021
The short-term outlook for China and its cities has weakened slightly this quarter. New headwinds from the property sector slowdown join the existing...
APAC | Regional monetary policies to continue to diverge in 2022
Posted by Sian Fenner on Dec 8, 2021
We expect monetary policy to continue to diverge across Asia Pacific (APAC) in 2022, with central banks in the advanced APAC economies (apart from...
India | A balanced path to a greener future
Posted by Priyanka Kishore on Dec 8, 2021
India’s pledge to achieve net zero by 2070 is admirable. But the path announced by Prime Minister Modi at COP26 toward achieving that goal is - to...
APAC | Asia supply-chain disruptions easing but challenges remain
Posted by Sian Fenner on Dec 1, 2021
Following an easing in restrictions, Asia production is ramping up to meet strong global demand for consumer goods, auto parts, and electronics....
Philippines | Transitory inflation makes 2022 rate hikes unlikely
Posted by Makoto Tsuchiya on Nov 18, 2021
We concur with the central bank’s (BSP) view that the current rise in inflation in the Philippines is for the most part transitory, reflecting...
APAC | ASEAN growth tracker shows growth bottoming out
Posted by Sung Eun Jung on Nov 18, 2021
Real GDP for ASEAN-6 economies1 grew 1.7% y/y in Q3, down from 9.3% in Q2, reflecting both a less favourable base effect and a drop in growth...