ING
May 15, 2026
Asia Week Ahead
Weekly UpdateMacro Economic IndicatorsRates Govt BondsFXFinancialsInformation Technology
ING expects Bank Indonesia to hike rates by 25bps this week to defend the IDR, while China is likely to report mixed economic activity data and Japan deals with energy-driven inflation risks.
Key Takeaways
- 1.Bank Indonesia is expected to deliver a 25bp rate hike to stabilize the IDR amid widening rate differentials with the US.
- 2.China's economic data dump is expected to show mixed results, with industrial production supported by external demand but lacklustre domestic consumption.
- 3.In Japan, Middle East conflict effects are projected to impact inflation more significantly than GDP growth, which is expected to hold at 0.3% QoQ.
Table of Contents
- Asia Research highlights of the week
- Indonesia: BI expected to hike rates by 25bps
- China: Economic releases to have mixed results
- Taiwan: Tech exports to continue pushing growth
- Japan: Middle East conflict poses bigger risk to inflation than GDP
- South Korea: Divergence between trade and consumer health
- Key events in Asia next week
- Author
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Authors
Deepali BhargavaLynn SongMin Joo Kang
Securities
IDRChina 1Y Loan Prime RateChina 5Y Loan Prime Rate
Themes
Divergent Asian Central Bank Responses to US Fed PolicySemiconductor-Driven Export GrowthEnergy-Induced Inflationary Pressure
Regions
Asia PacificChinaIndonesiaJapan