Growth in developed Asia has lost momentum as slowing domestic demand has added to external weakness. Inflation is on the way down but remains too high for comfort, keeping households and businesses reluctant to spend. The external outlook is complicated by China’s faltering recovery, shifts in U.S. consumer spending towards services, and the downturn in the tech cycle. High dependence on global supply chains leaves the region vulnerable to commodity price shocks and geopolitical frictions. But it’s not all doom and gloom. The future holds opportunities as well as challenges for Asia’s developed markets.
- Headwinds and tailwinds for Asia’s developed markets
- Outlook for inflation and monetary policy
- Implications for exchange rates and investment flows
- Risks to the outlook
Join us as we discuss the economic outlook for Japan, South Korea, Taiwan, Singapore and Hong Kong.
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