Macro Newsletter
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March 25, 2025 10:44 AM UTC
· In 2025, growth across emerging Asia will remain steady but uneven, with investment-driven economies such as India and Malaysia outperforming on the back of infrastructure and industrial policy momentum. While global demand is set to recover modestly, geopolitical friction and tariff
December 19, 2024 10:57 AM UTC
Emerging Asian economies are projected to lead global growth in 2025, with India and Southeast Asia at the forefront. These regions will anchor resilience in Asia, even as China's economic growth remains moderate.
Inflation trajectories will vary across Asia, with India experiencing sticky prices
September 25, 2024 7:57 AM UTC
Emerging Asian economies are poised to remain the fastest growing globally. India and Southeast Asia will drive regional resilience amid China’s cooling growth engine in 2025. For India, while the external environment remains challenging due to weaker global demand and geopolitical tensions, domes
June 21, 2024 9:45 AM UTC
• Economic activity in emerging Asian economies is forecast to remain strong. Despite several challenges, including a tight oil market, constrained liquidity conditions, and delayed rate cuts, the region's economic activity is expected to show resilience. Other potential obstacles include u
March 22, 2024 12:18 PM UTC
· In 2024, growth trends across emerging Asia will exhibit a mixed pattern. Encouragingly, there will be a resurgence in demand for global electronics following a period of stagnation in 2022‑23, which will provide a boost to regional trade. Moreover, the initiation of monetary policy
February 22, 2024 11:07 AM UTC
In a bid to support the stability of the Indonesian economy and the rupiah, Bank Indonesia (BI) has opted to keep its benchmark interest rate unchanged at 6% in its latest monetary policy committee decision today (February 21). This decision aligns with BI's commitment to balance economic growth whi
January 5, 2024 10:17 AM UTC
As Consumer Price Index (CPI) inflation eases and BI maintains a delicate balance, the nation's economic outlook takes centre stage. Recent data from Indonesia's Central Statistics Agency (BPS) reveals a slight deceleration in CPI inflation, dipping to 2.6% y/y in December from 2.9% y/y in the previ
December 18, 2023 10:05 AM UTC
· Following a stellar performance in 2023, the momentum of economic activity in emerging Asian economies is anticipated to remain broadly stable, albeit lose some sheen in the subsequent quarters. The economic activity levels should be sustained despite a tight oil market and a potentia