China Economics: Headwinds Remain Despite Rosy GDP Figures
China's positive 1Q24 GDP figures are not, by themselves, enough to guarantee that the economy is back on sound footing given potent domestic and...
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Asian Geopolitics: Despite Global Turbulence, Can Asia Enjoy Relative Calm?
Amidst increased levels of geopolitical turbulence, we are optimistic that tensions in the Asia Pacific remain manageable if cool heads continue to...
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South Korea Politics: Policy Constraints Loom After Legislative Polls
After a result driven by anti-incumbency, South Korea's parliamentary elections will further constrain President Yoon in enacting his economic...
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Regional Economics: Bumpy Disinflation Makes Rate Cuts in 2024 a Big If
Do not expect an easy ride in restoring inflation to pre-pandemic norms. "Higher-for-longer" is here to stay, both in advanced and emerging Asian...
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Indonesia Economics: Disinflation Setbacks Tie Central Bank’s Hands Tighter
An uptick in inflation and domestic policy uncertainty will cause Bank Indonesia to delay potential rate cuts until it can be confident that the...
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