Our new monthly Asia Pacific Recovery Tracker shows overall momentum stalling in recent months amid the Delta-driven surge in Covid cases and...
APAC | Weak growth limits inflation worries in the region
Posted by Priyanka Kishore on Oct 20, 2021
Inflation has been elevated in many Asian economies for several months now. Indeed, the Bank of Korea and the Monetary Authority of Singapore have...
APAC | Pandemic disrupts FDI, but prospects remain positive
Posted by Sian Fenner on Oct 12, 2021
We believe prospects for FDI inflows into APAC over the medium term remain strong, even though pandemic-driven supply disruptions and uncertainties...
APAC | Delta-related drags in 2021 but stronger 2022 in view
Posted by Simon Knapp on Sep 27, 2021
Asia’s economic performance over the next six to nine months will continue to be hugely influenced by developments in the pandemic, probably more so...
APAC | Asia stronger today than in 2013 ahead of Fed taper
Posted by Sian Fenner on Sep 27, 2021
Notwithstanding Covid-related risks, we expect Asian currencies will show resilience in the face of tighter US monetary policy, particularly when...
APAC | Duelling currencies – the rise of the renminbi in Asia forex
Posted by Louis Kuijs on Sep 24, 2021
The role of the RMB is greatest where China is a major destination for manufacturing exports, suggesting that the degree of trade integration with...
US | Supply-chain headwinds pummel the economy
Posted by Oren Klachkin on Sep 22, 2021
Our new supply-chain stress indicator reveals the US economy faces escalating supply-side challenges. Transportation logjams are the greatest point...
APAC | ASEAN growth tracker indicates weak start to Q3
Posted by Sung Eun Jung on Sep 6, 2021
Our ASEAN-6 growth tracker, which includes Indonesia, Malaysia, the Philippines, Thailand, Singapore, and Vietnam, points to a weak start to Q3....
US | How the pandemic is reshaping the trade outlook
Posted by Mahir Rasheed on Aug 20, 2021
The fiscal and monetary response to the pandemic will leave a lasting mark on the net trade position of the US. The trade deficit is at record levels...
China | No signs yet of a decoupling from the rest of the world
Posted by Louis Kuijs on Aug 18, 2021
We recently concluded that, judging by China’s export performance in the last two years, there is little evidence so far that developed countries are...