Asia Economist, Founder, Asia Decoded

Priyanka Kishore

Experienced economist with two decades of expertise in analysing macro-economic and policy trends across Asia. Founder of Asia Decoded, a macro consultancy providing advisory services to policy makers, think tanks, corporates and institutional investors. Prior to that Chief India and SEA Economist for Oxford Economics and senior economist and strategist in the banking sector.

Available for bespoke research, presentations and speaking engagements.

Asia Economist, Founder

Tariff Update - Asia Remains in Trump's Crosshairs

RCEP: Unlocking ASEAN’s Strategic Potential Amid the U.S.-China Trade Realignment

Regional Economics: A Two-Tier ASEAN? Divergent Prospects for the Region's Economies

Five Themes for Asia in 2025 : Bracing for Trump 2.0

Asia Decoded

Independent, data-centric insights that help you stay on top of Asia's economics and geopolitics.

Independent Data-centric Insights

Macroeconomics

<ul>
<li>After a slow start in Q1, ASEAN has benefitted from front-loading of exports and favourable tariff differentials with China in Q2. But the momentum is likely to falter in H2.</li>
<li>With the 9 July deadline for reciprocal tariffs approaching and limited progress in trade talks with the US, tariffs could increase for the region within days.</li>
<li>Even if tariffs remain unchanged, exports and growth will likely slow as businesses and consumers adjust to higher costs and inventory restocking in the US gives way to declining demand.</li>
</ul>


After a slow start in Q1, ASEAN has benefitted from front-loading of exports and favourable tariff differentials with China in Q2. But the momentum is likely to falter in H2.
With the 9 July deadline for reciprocal tariffs approaching and limited progress in trade talks with the US, tariffs could increase for the region within days.
Even if tariffs remain unchanged, exports and growth will likely slow as businesses and consumers adjust to higher costs and inventory restocking in the US gives way to declining demand.


Chartbook - ASEAN's Tariff Advantage Is Unlikely to Sustain