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We believe prospects for FDI inflows into APAC over the medium term remain strong, even though pandemic-driven supply disruptions and...
Across APAC, many cities have similar stories to tell—of 2021 economic growth being frustrated by the reimposition of lockdowns, and of recovery...
We’ve cut our China growth forecast for Q4 to 3.6% y/y from 5%, and for 2022 to 5.4% from 5.8%. This is despite our expectation of a shift in...
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...
The sudden recent wave of regulatory tightening hitting China’s internet companies has shaken investor confidence. Markets were badly prepared;...
We recently concluded that, judging by China’s export performance in the last two years, there is little evidence so far that developed countries...
Over the past twenty years parts of Asia Pacific have experienced some of the fastest economic growth globally. This trend is set to continue over...
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