Asia Ex-Japan Week Ahead

A weekly update on Asia ex-Japan economics focusing on central bank policy shifts in Korea, Indonesia, and the Philippines, alongside industrial production forecasts for Korea and Taiwan.

Key Takeaways

• 1.The Bank of Korea (BOK) is expected to hold the policy rate at 2.5% in May, but may signal a hawkish turn with potential 25bp hikes in the second half of 2026.
• 2.China's economic activity data weakened significantly in April, missing expectations due to global energy-supply shocks and softer credit demand.
• 3.Bank Indonesia and Bangko Sentral ng Pilipinas are shifting toward more proactive tightening to manage FX volatility and upside inflation surprises.

Table of Contents

• AEJ Week Ahead: Korea and Taiwan IP, BOK meeting and Singapore CPI
• South Korea
• Taiwan
• ASEAN
• Roundup of last week’s economic and policy events
• China
• Asia ex-Japan Economics Calendar
• Disclosure Appendix

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