Developed Asia Economic Outlook Webinar: Shifting Gears
Asia’s developed markets entered 2025 in stronger shape than anticipated, buoyed by a front-loaded export surge to beat U.S. tariff increases and an artificial intelligence-driven jump in chip and machinery demand. But the tailwind is fading. With tariffs biting and China’s economy still stuttering, exports and industrial production are weakening. Can domestic demand pick up the slack? With volatile foreign exchange markets, stretched property valuations, and sticky inflation complicating fiscal and monetary policy choices, what lies ahead for Asia’s developed markets in 2026?
Join us as we discuss the economic outlook for Japan, South Korea, Taiwan, Singapore, and Hong Kong.
The webinar will be conducted in English.
Topics:
- Headwinds and tailwinds for Asia’s developed economies.
- How recent U.S. trade deals and the lacklustre outlook for China’s economy will affect exports and manufacturing.
- How monetary and fiscal policy will navigate shifting trade and inflation dynamics.
- The outlook for cross-border investment and exchange rates amid narrowing interest rate differentials with the U.S.
- Risks to the outlook from sectoral tariffs on chips and pharmaceuticals, foreign competitive pressure, financial market volatility, and geopolitical threats to trade and supply chains.
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SpeakersStefan Angrick Head of Japan and Frontier Market Economics Moody's Analytics
Veasna Kong Senior Economist Moody's Analytics
Denise Cheok Head of Southeast Asia Economics Moody's Analytics
Dave Chia Associate Economist Moody's Analytics
Danny Kim Associate Economist Moody’s Analytics
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Stefan Angrick is the Head of Japan and Frontier Market Economics at Moody's in Tokyo. He holds a master's degree from Leipzig University and a PhD from the National Graduate Institute for Policy Studies in Tokyo. He has previously held positions with Oxford Economics, the Asian Development Bank Institute, the Bank of Finland, and Keio University.
Veasna Kong has joined Moody’s Analytics as a senior economist in the Asia-Pacific team, based in Australia. Veasna previously worked at the Australian Treasury where he managed a geoeconomics team. Before that he held various roles in international economics in both the private and public sectors. Veasna holds degrees in econometrics and business and currently lives in Canberra with his wife and two young daughters, following stints in Sydney and New York. In his spare time, Veasna enjoys cooking, hiking with his Airedale terrier Mango, tending to his native Australian garden, and attempting to stay fit.
Denise Cheok is the Head of Southeast Asia Economics, based in Singapore. She is responsible for forecasting and analyzing economies in Southeast Asia. In her current role, Denise advises global financial institutions and corporations on macroeconomic risks to the region. She is cited in international and local media such as the Wall Street Journal, Reuters, and Nikkei Asia. Denise holds a bachelor’s degree in Economics from the National University of Singapore and a master’s degree in Economics from the University of British Columbia. Prior to joining Moody’s, she worked as a trade policy researcher at the Asia-Pacific Economic Cooperation.
Dave Chia is an associate economist at Moody’s Analytics in Singapore. Dave is responsible for covering economies across the Asia-Pacific region. He holds a master’s degree in economics from the National University of Singapore.
Danny Kim is an associate economist at Moody's Analytics. Based in Sydney, he provides macroeconomic analysis for countries across the Asia-Pacific region. He holds a bachelor's degree in commerce (finance major) from the University of New South Wales. Prior to joining Moody's Analytics, Danny worked in the investment strategy and economics division of AMP Ltd.