Asia Outlook

RETHINKING MATTERS

Asia’s 2026 outlook: resilient growth amid policy shifts, global risks

Region enters the year buoyed by liquidity tailwinds, hinging on China’s pivotal shift towards consumption

Exports and manufacturing are expected to support China's growth, but the drag from continued weakness in the property sector remains.

Asia’s broadening recovery: from tech to non-tech

Despite robust tech exports, Asia’s labour markets have remained weak and wage growth subdued, leading to muted consumption

In the latest National People's Congress, China rolled out a moderately expansionary fiscal easing package and a special task force to promote consumption.

Asia’s economic giants should look inwards for growth

Rising trade uncertainties may serve as a catalyst for China, India and Japan to search for resilience and growth via bolder reforms and more support for domestic demand

A high level of tariffs may be imposed on China imports into the US. The impact may spill over into Asian economies with relatively high exposure to China.

Asia needs to look inward for growth

The trade picture is complicated by the potential imposition of US tariffs