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...
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...
APAC | ASEAN growth tracker indicates weak start to Q3
Posted by Sung Eun Jung on Sep 6, 2021
Our ASEAN-6 growth tracker, which includes Indonesia, Malaysia, the Philippines, Thailand, Singapore, and Vietnam, points to a weak start to Q3....
APAC | To what extent can domestic travel support the tourism recovery in APAC?
Posted by Michael Shoory on Aug 23, 2021
Domestic travel is the key factor that will support the near-term tourism recovery in Asia-Pacific (APAC). While international travel in the region...
APAC | Why scars from the pandemic will vary across the region
Posted by Sian Fenner on Jul 27, 2021
Following record declines in 2020, we forecast strong 6.1% pa APAC GDP growth over the next two years. Nonetheless, the permanent loss in output from...
APAC | Neutral rates will vary but generally be modest
Posted by Louis Kuijs on Jun 8, 2021
Inflation is on the rise in Asia following hefty commodity price increases, and it may in some economies even increase above central bank targets....
APAC | Recovery delayed but not derailed
Posted by Sian Fenner on Jun 2, 2021
After being lauded for their successful containment of Covid-19 in 2020, the ASEAN-6 economies have experienced a surge in cases since the start of...
APAC | How external demand is boosting ASEAN-6 growth
Posted by Sung Eun Jung on Jun 2, 2021
World trade is staging an impressive recovery and so are ASEAN’s exports. We forecast exports will make a positive contribution to headline growth...
APAC | ASEAN tracker shows balanced risks for Q1 GDP
Posted by Sung Eun Jung on Apr 26, 2021
Tracker data suggests that growth across the ASEAN bloc improved to a 1.5% y/y contraction in February following a 2.9% decline in January. The...