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 | 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...
Malaysia | Fiscal stimulus primed to support the recovery
Posted by Sian Fenner on Nov 3, 2021
The government has announced a record spending plan in the 2022 Budget to spur the post pandemic recovery. Measures include an increase in cash aid...
APAC | China’s slowdown impacts APAC trade in varied ways
Posted by Norihiro Yamaguchi on Oct 29, 2021
China's growth slowdown will dampen economic activity across the APAC region. But the full extent of the impact will be determined by each country’s...
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...
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...