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...
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...
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 | 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...
China | Slowdown on weak demand rather than supply issues
Posted by Louis Kuijs on Nov 3, 2021
China's official manufacturing PMI fell 0.4 points to 49.2 in October, while the non-manufacturing PMI dropped to 52.4, from 53.2 in September. High...
Australia | Scaling the great wall of trade barriers
Posted by Sean Langcake on Oct 31, 2021
Previous work identified which goods exports would be most affected by sanctions from China by constructing a ‘vulnerability score’ for each product....
APAC | Recovery Tracker points to stalling momentum
Posted by Lloyd Chan on Oct 20, 2021
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...