The Philippines: Scale, Stability and Demographic Tailwinds in ASEAN
The Philippines is ASEAN’s most domestically anchored growth platform, combining demographic depth with diversified external exposure.
China’s Export Engine Remains Resilient Amid Global Realignment
Exports remain anchored in machinery and higher-value manufacturing, while trade flows have reoriented toward Asia and diversification partners.
Malaysia: ASEAN’s Most Balanced Upper-Middle Income Growth Platform
Diversified global trade exposure, strong manufacturing intensity and rising FDI underpin resilient growth with lower volatility than many regional peers.
China’s Industrial Cycle in 2025: Output Steady, Margins Recovering Despite Muted Sentiment
While PMI remained cautious and marginally contractionary, steady export demand and resilient output kept manufacturing on a modest but stable growth path.
China’s Consumer Spending Expanded Modestly in 2025, But Momentum Softened at Year-End
Retail sales improved marginally year-on-year, supported by resilient online spending and stronger rural consumption.
Asian Real GDP Growth vs Population Growth: Demographics Alone Do Not Explain Asia’s Growth Leaders
Real GDP growth varies widely across Asia despite broadly similar population dynamics.
Brazil’s Export Model Is Anchored in Globally Strategic Commodities
Primary commodities accounted for 69% of export earnings in 2025, anchoring Brazil’s global relevance in food, energy, and metals.
China Surpasses USD 6.3 Trillion as Export Strength Supports Trade Growth
China’s 2025 expansion reflects steady export growth and a return to mid-single-digit overall trade momentum.
China’s Exports to Latin America Have Nearly Doubled Since 2014, Driven by Mexico and Brazil
Machinery, electronics and vehicles dominate China’s Latin America export basket, driven by Mexico and Brazil.
MENA’s Trade Growth Is Now Being Driven by Imports, Not Exports
Exports have stagnated over the past decade, while imports have risen steadily, reinforcing MENA’s demand-led growth story.