Asia Economics Weekly Asian easing cycles have further to run Tropical storms have caused disruption in Southeast Asia but should have only a modest economic impact and won’t sway upcoming policy meetings. GDP growth in the Philippines has slowed sharply as a... 5th December 2025 · 5 mins read
Asia Economics Update Assessing the economic impact from recent typhoons Large parts of South and South East Asia have been hit hard by tropical storms in recent weeks, causing significant loss of life and widespread disruption. The human cost is tragic. Economically... 3rd December 2025 · 3 mins read
Asia Economics Weekly BI independence concerns resurface, Philippines corruption The invitation extended to Indonesia’s finance minister this week to attend monetary policy meetings is not unheard of among global central banks, but the move will reinforce concerns that BI’s... 21st November 2025 · 6 mins read
Emerging Markets Economics Update Early current account warning signs in a few EMs Emerging economies’ external positions generally look strong. But current account deficits are starting to widen in a handful of countries in Latin America as well as in the Philippines and Poland... 17th November 2025 · 3 mins read
Asia Economics Update Philippines: wider current account leaves peso vulnerable The Philippines’ current account deficit has widened to more than 4% of GDP and it is being increasingly financed by more volatile forms of foreign capital. This helps to explain why the peso has... 13th November 2025 · 4 mins read
Asia Economics Update Are cheap imports from China lowering Asian inflation? We aren’t convinced that cheaper imports from China had much to do with the recent sharp fall in inflation in the rest of Asia. While we expect inflation to remain soft next year, that reflects our... 11th November 2025 · 4 mins read
Asia Economics Update Philippines: corruption scandal weighing on growth The latest data confirm that the corruption scandal is having a severe impact on the Philippines economy, increasing the chances of the central bank cutting rates at its next meeting in December. 7th November 2025 · 2 mins read
Asia Chart Pack Asia Chart Pack (October 2025) Our Asia Chart Pack has been updated with the latest data and our analysis of recent developments. With growth likely to soften in the coming months and inflation subdued, further interest rate cuts... 31st October 2025 · 0 mins read
Asia Economics Weekly Key takeaways from Trump’s visit, new Korea forecasts US President Donald Trump’s visit to Asia this week led to the signing of several trade deals that should, at the margin, lend modest support to regional economic growth. This may, in turn, strengthen... 31st October 2025 · 8 mins read
Asia Economics Update How will Philippines’ anti-corruption drive affect activity? The experience from other emerging markets suggests that, even if the ongoing corruption scandal in the Philippines doesn’t fuel further unrest, a more concerted effort by the government to clamp down... 22nd October 2025 · 4 mins read
Asia Economics Update Philippines: infrastructure boost starting to pay off The recent corruption scandal involving flood-control projects has cast a shadow over the Philippines’ infrastructure drive. Yet despite this, the country has seen substantial improvements in roads... 9th October 2025 · 3 mins read
Asia Rapid Response Philippines Monetary Policy Announcement (October) 9th October 2025 · 2 mins read
Asia Economics Update Philippines and the risks from the corruption scandal The ongoing investigation into corruption in the Philippines brings the risk of further protests over the coming months. So long as any unrest is limited in scale and duration, the economic and... 8th October 2025 · 6 mins read
Asia Economic Outlook Soft growth ahead, region to weather tariff threat Asia’s economies look set for further weak growth over the rest of this year and to the end of 2026, as tighter fiscal policy and softer exports outweigh resilient consumption, which is being... 25th September 2025 · 25 mins read
