AEJ Week Ahead: Korea and Taiwan IP, BOK Meeting and Singapore CPI

A weekly preview of Asian economic indicators focusing on a hawkish Bank of Korea outlook and industrial production data from Korea and Taiwan. The report also highlights recent broad economic weakness in China and monetary tightening in ASEAN.

Key Takeaways

• 1.The Bank of Korea (BOK) is expected to maintain its policy rate at 2.5% in May but likely signal a hawkish turn with potential hikes in 2H 2026.
• 2.Bangko Sentral ng Pilipinas (BSP) is anticipated to deliver an off-cycle 25bp rate hike to address inflation and peso weakness.
• 3.China's economic activity data for April broadly weakened, missing expectations due to global energy shocks and softer credit demand.

Table of Contents

• South Korea
• Taiwan
• ASEAN
• Roundup of last week’s economic and policy events
• China
• South Korea (continued)
• ASEAN (continued)
• Asia ex-Japan Economics Calendar
• Disclosure Appendix

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