This report outlines key economic data releases for Asia, including inflation figures in Indonesia, PMI data in China, and exports in South Korea. It also highlights structural shifts in China's monetary policy and revised GDP forecasts for South Korea.
Key Takeaways
- 1.ING raised South Korea's 2026 GDP growth forecast to 4% from 3%.
- 2.The PBOC is signaling a shift toward an overnight reverse repo rate to improve monetary policy transmission.
Table of Contents
- Asia week ahead: Key data from Indonesia, China, Japan, and South Korea
- Asia Research highlights of the week
- Indonesia: Inflation expected to rise further
- China: New PBOC repo operation and industrial data
- South Korea: Exports and industrial production to rebound
- Japan: Stronger Tankan survey expected despite energy shock
- Key events in Asia next week
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Authors
Deepali BhargavaMin Joo KangLynn Song
Themes
Chip Demand GrowthMonetary Policy Evolution
Regions
Asia PacificIndonesiaChinaJapan
