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...
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...
Indonesia | Recovering demand to power credit growth in 2022
Posted by Sung Eun Jung on Sep 30, 2021
Private bank credit contracted 2.7% in 2020 in Indonesia and continued to decline on a year-on-year basis through most of H1 this year. The credit...
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...
Indonesia | Delayed fiscal consolidation unlikely to raise debt risks
Posted by Sung Eun Jung on Jul 6, 2021
Due to ongoing pandemic-related spending needs, we now expect Indonesia’s fiscal deficit will narrow to 3% of GDP only by 2024, a year later than we...
Indonesia | Why the rupiah slide won’t turn into a freefall
Posted by Sung Eun Jung on Apr 20, 2021
Asian currencies have broadly struggled in recent months due to the strengthening of the US dollar on the back of favorable growth and rate...