The next five years represent a turning point for employment levels in China. Due to ageing demographics the country's working age population has...
APAC | Commodity currencies lead the way amid Russia-Ukraine war
Posted by Sung Eun Jung on Mar 14, 2022
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...
China | CNY will benefit from its safe haven status
Posted by Tommy Wu on Mar 1, 2022
The renminbi (CNY) has demonstrated its resilience to global market volatility in recent months, holding steady against the US dollar and other...
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 | Asia exports look to improve in 2022
Posted by Lloyd Chan on Dec 9, 2021
The level of Asian exports in volume terms has been stagnant in H2 2021. In addition, across the major manufacturing exporting economies, there have...
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...
China | Key themes 2022: Easier policy amid weaker growth
Posted by Louis Kuijs on Dec 2, 2021
We see China’s economy entering 2022 with weaker growth. Our forecast has GDP growth dipping to 3.6% y/y in Q4 2021. And we expect 5.4% GDP growth in...
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....
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...
APAC | Tallying up how quickly APAC is likely to reopen
Posted by Sian Fenner on Nov 16, 2021
Most APAC economies are shifting towards living with Covid, but the easing of restrictions can be expected to vary across the region. We have...