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...
Philippines' resilient remittances to complement continued recovery
Posted by Makoto Tsuchiya on Feb 11, 2022
We forecast Philippines' remittances to grow 5.4% in 2022 following a 4.9% increase in 2021. A robust outlook for remittances underpins our...
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....
Philippines | Transitory inflation makes 2022 rate hikes unlikely
Posted by Makoto Tsuchiya on Nov 18, 2021
We concur with the central bank’s (BSP) view that the current rise in inflation in the Philippines is for the most part transitory, reflecting...
APAC | ASEAN growth tracker shows growth bottoming out
Posted by Sung Eun Jung on Nov 18, 2021
Real GDP for ASEAN-6 economies1 grew 1.7% y/y in Q3, down from 9.3% in Q2, reflecting both a less favourable base effect and a drop in growth...
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 | 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...