Asia Rapid Response Indonesia GDP (Q4) The national accounts data released today suggest that economic growth remained broadly stable last quarter, but we don’t have much faith in the official data. With economic activity likely to remain... 5th February 2024 · 2 mins read
Asia Rapid Response Taiwan GDP (Q4) GDP growth in Taiwan accelerated further in Q4, and we expect growth to remain strong over the coming quarters, with robust growth in exports of products linked to AI set to more than offset the drag... 31st January 2024 · 2 mins read
Asia Rapid Response Philippines GDP (Q4) GDP growth remained well above trend in Q4 but we don’t expect this strength to last as the deceleration in credit growth feeds through to domestic demand while the external sector continues to... 31st January 2024 · 2 mins read
Asia Rapid Response Korea GDP (Q4) Economic growth in Korea held up better than expected in Q4 but we expect the economy to grow below trend over the next couple of quarters as export growth softens in near term while tight fiscal and... 24th January 2024 · 2 mins read
Asia Rapid Response Malaysia: Monetary Policy Meeting The central bank (BNM) left the overnight policy rate unchanged (at 3.0%) today and we think monetary policy is set for an extended pause as policymakers attempt to strike a balance between supporting... 24th January 2024 · 2 mins read
Asia Rapid Response Malaysia GDP (Q4, advanced estimate) GDP declined during the fourth quarter and we expect activity to remain weak in the near term amid elevated interest rates, a cooling labour market, soft foreign demand and subdued commodity prices. 19th January 2024 · 3 mins read
Asia Rapid Response Singapore GDP (Q4, adv) Economic growth in Singapore accelerated in Q4 but the economy is set to enter a period of renewed weakness in the near term as support from external demand fades while domestic demand remains weak. 2nd January 2024 · 3 mins read
Asia Rapid Response Rate cuts likely from June 2024 Taiwan’s central bank (CBC) left its policy rate unchanged again today, but with economic growth set to slow sharply and inflation on its way down, we expect the CBC to start cutting rates from June. 14th December 2023 · 4 mins read
