CIO Views Weekly Bulletin

The report highlights a growing divergence in Asian manufacturing activity driven by AI infrastructure demand, while global energy price shocks fuel persistent inflationary pressures. Central banks in the region are expected to tighten policy further, largely influenced by currency depreciation risks.

Key Takeaways

• 1.Manufacturing activity in Asia is bifurcating, with strength in US-linked AI infrastructure markets versus weakening in ASEAN and India.
• 2.Inflation pressure from global energy shocks is proving near-universal, suggesting higher consumer goods prices in coming quarters.
• 3.Currency weakness remains a primary driver for monetary policy tightening in Indonesia, Korea, and Japan.

Table of Contents

• Asia's growth-inflation trade off intensifies
• Market Review
• Market Data
• Disclaimer
• Sources

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