Thailand Visit Note: Politics Will Determine the Growth Potential of the Economy
Thailand is an outlier that will see growth accelerate in 2023 on the back of the tourism recovery. Other factors include ramped up public...
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Thailand: Downshift In Growth Momentum In Sep 22
Thailand’s growth momentum stalled in Sep 22 but stronger-than-expected tourism should still keep growth in 2022 at 3.5%.
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China: Imbalances In The Economy Rise To The Fore As Growth Slows
The Chinese economy remains weak but this is not more of the same - the economic slowdown has now reached a stage where the many imbalances could...
224 Views
US-China: New US Chip Ban Will Have Far-Reaching Consequences Beyond Just Chips
China faces a formidable task both in maintaining its current progress in fabrication and chip design, while also reconfiguring manufacturing...
186 Views
China: Stimulus Is Flowing Through, But Challenges Abound
The recent monetary data show that stimulus is finally flowing through but whether it is sufficient to offset weak demand, real estate sector...
196 Views