economy

NEWS ANALYSIS

Thailand stares at 1.6% growth in 2026 as reform calls mount ahead of polls

Downshift would make it slowest-growing major economy in South-east Asia outside crisis-hit Myanmar

Chinese tourists at the Sensoji temple in Tokyo. Arrivals from China to Japan have been depressed in the wake of a recent diplomatic spat.

Why is Japan souring on foreign workers and tourists?

It is a dangerous attitude for an ageing country that needs more immigrants

“China’s economy is forging ahead under pressure, moving toward innovation and quality, demonstrating strong resilience and vitality,” Xi told an annual meeting of the Chinese People’s Political Consultative Conference.

Xi declares China’s economy set to hit 5% growth goal in 2025

Booming exports kept growth on track without additional major stimulus

The Bank of Thailand said that the prices in several categories “did not fully align with the elevated cost of living faced by households”.

Thailand to review CPI seen misaligned with household costs

The review comes as the nation’s consumer prices have been in negative territory since April due to supply-side factors

Evidence mounts that supply chain realignment is generating an increase in intra-regional trade and benefiting Asean exports.

Asean economies head into 2026 on a strong note

South-east Asia rides a wave of AI-driven export growth and currency resilience into the new year, though global risks loom

Current settings put the S$NEER policy band on “a modest and gradual appreciation path”.
OUTLOOK 2026

MAS has breathing room to react to sudden shocks in 2026: economists

Tariffs, fading AI chip demand or a sharper-than-forecast global slowdown could prompt looser policy – but tightening is possible too

Thailand's political disruption is ill-timed for an economy already under strain, with foreign tourism set to fall sharply unless its border conflict with Cambodia is settled soon.
NEWS ANALYSIS

Thailand’s election gamble stalls US trade talks, reform push

PM Anutin Charnvirakul’s move to dissolve parliament comes as tariffs and border tensions pressure the country’s economy

The Ifo Institute cut its growth forecast from 2025 to 2027, expecting growth of 0.1 per cent for this year, down from 0.2 per cent previously.

German economy stuck in slow lane, institutes say

A planned fiscal expansion from next year is set to provide limited momentum

Symptomatic of a "K-shaped" economy is divergent growth. On the consumer front, for example, wealthier individuals show resilience in discretionary spending, but lower-income consumers are grappling with rising fixed costs.
CIO CORNER

Navigating the ‘K-shaped’ economy: a strategic lens for investors

Active management is non-negotiable in this fragmented and complex market landscape

The baht has strengthened by 5.6% against the US dollar so far this year, making it Asia’s second-best-performing currency.

Thai government says stimulus will lift GDP in Q4 but strong baht remains a concern

It will offer a new package, aimed at boosting investments by 200 billion to 300 billion baht in 2026