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...
Singapore | Resilient growth prompts an early start to tightening
Posted by Sung Eun Jung on Oct 15, 2021
In a surprise move, the Monetary Authority of Singapore today tightened monetary policy by slightly raising the slope of the Singapore Dollar Nominal...
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 | Indian cities will lead APAC's city GDP growth rankings in 2022
Posted by Richard Holt on Oct 11, 2021
Across APAC, many cities have similar stories to tell—of 2021 economic growth being frustrated by the reimposition of lockdowns, and of recovery...
India | Vaccine surge to energize consumption in 2022
Posted by Priyanka Kishore on Oct 8, 2021
We still think India’s recovery will be subdued in H2 2021, despite a significant pick-up in vaccinations from August. The uptick in inoculations is...
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 | 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...
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...
India | Why the jump in household savings won’t be permanent
Posted by Priyanka Kishore on Sep 24, 2021
Indian households have hoarded savings through the Covid crisis, although to a lesser extent than the rest of the world. Emerging from the pandemic,...