The Philippines: Scale, Stability and Demographic Tailwinds in ASEAN
February 26, 2026
The Philippines is ASEAN’s most domestically anchored growth platform, combining demographic depth with diversified external exposure.
Insights
China’s Export Engine Remains Resilient Amid Global Realignment
February 26, 2026
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
February 24, 2026
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
February 24, 2026
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
February 23, 2026
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
February 23, 2026
Real GDP growth varies widely across Asia despite broadly similar population dynamics.