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...

The Evergrande saga has shone a spotlight on the Chinese real estate sector. News that the company may miss loan repayments and have to...

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

The sudden recent wave of regulatory tightening hitting China’s internet companies has shaken investor confidence. Markets were badly prepared;...

Domestic travel is the key factor that will support the near-term tourism recovery in Asia-Pacific (APAC). While international travel in the...

We recently concluded that, judging by China’s export performance in the last two years, there is little evidence so far that developed countries...

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...

Inflation is on the rise in Asia following hefty commodity price increases, and it may in some economies even increase above central bank targets....