The Wrap on Asia

The report analyzes Asia's vulnerability to Middle East supply shocks and climatic risks like El Niño, highlighting a widening performance gap between tech-driven and energy-dependent economies.

Key Takeaways

• 1.Asia is disproportionately exposed to Middle Eastern supply shocks due to high reliance on oil and LNG imports and the significance of agriculture.
• 2.A 'K-shaped' divergence is emerging where tech-exposed economies (South Korea, Taiwan) outperform energy-importing, services-oriented ones (India, Philippines).
• 3.China's active management of the Renminbi is acting as an anchor for broader Asian currency stability.

Table of Contents

• Mapping out Asia …
• ... in charts
• Corporate Directory
• DISCLAIMER

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