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AD provides independent data-centric insights on Asian economics and policy

Singapore
Joined November 2023
Photo by Asia Decoded (@AsiaDecoded)Photo by Asia Decoded (@AsiaDecoded)Photo by Asia Decoded (@AsiaDecoded)Photo by Asia Decoded (@AsiaDecoded)Photo by Asia Decoded (@AsiaDecoded)Photo by Asia Decoded (@AsiaDecoded)Photo by Asia Decoded (@AsiaDecoded)Photo by Asia Decoded (@AsiaDecoded)Photo by Asia Decoded (@AsiaDecoded)Photo by Asia Decoded (@AsiaDecoded)
Will Trump tariffs accelerate supply chain diversification? We argue the impact will be quite the opposite. Investments will slow to a crawl amid skyrocketing uncertainty. open.substack.com/pub/asiade…
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As diplomatic tensions between Tokyo and Beijing drag on, I examine what Southeast Asia can learn from Japan’s long-drawn efforts to derisk from China in my latest op-ed for @NikkeiAsia . Japan's experience offers a lesson, a warning and some guidance for SEA in my view.
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In conversation with Radio RTHK on the Trump-Xi summit, mid-terms, rising yields and inflation rthk.hk/radio/radio3/program…
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A timely conversation on China's future growth strategy and its implications for the rest of the region at @Conferenceboard Asia's Reimagine Asia 2026: People and Business @AsiaDecoded
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A timely discussion with experts across the region on the impact of the continued closure of the Hormuz on households and businesses in Tokyo @KAS_Japan
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This week, KAS SOPAS gathered experts in Tokyo to examine the Strait of Hormuz crisis, energy security & shifting FDI. Glad to welcome Philip M.A. Hoffmann MdB for the seminar & local briefings! All info & 📸: kas.de/en/web/japan/veransta…
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China has recourse to more tools than tariffs if it choses to pressure ASEAN on US trade deals. It can quitely make it costlier for Chinese businesses to operate in Indonesia.
Fulcrum Commentary by Luna Ge Lai and Maria Monica Wihardja - A new Indonesia-US agreement on reciprocal trade is likely to harm China’s interests. But China’s response has so far been restrained, even though it is not without remedies in its toolbox. fulcrum.sg/beijings-restrain…
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A bold move by Singapore to shore up its fertility rate and future human capital. Few countries have the fiscal firepower to match its latest child support package, that promises upto $70k for each child till 17 years. straitstimes.com/opinion/why… @jbhavan
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From @andrewrsorkin’s book 1929. Reminds me a bit of the KOSPI crash: no-one knows what started it
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Why are investors cooling on India? @CapEconomics’ Shilan Shah unpacks the disconnect between India’s robust growth and weak foreign investments with @Pri_Kishore youtu.be/K_a3zzB9PjY?is=s4CJ…
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Why are investors cooling on India? @CapEconomics’ Shilan Shah unpacks the disconnect between India’s robust growth and weak foreign investments with @Pri_Kishore youtu.be/K_a3zzB9PjY?is=s4CJ…
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It’s open it’s not 😏 A day after the country’s foreign minister announced that the strait was open, the Islamic Revolutionary Guard Corps fired on at least two commercial ships in the Gulf
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Rather than responding in kind, Asian economies grappling with US protectionism and Chinese excess capacity should focus on addressing the root causes of their own manufacturing weakness, @Pri_Kishore argues. bit.ly/4dy2GBi
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Faced with moderating demand in the West and a consumption slump at home, China has aggressively redirected exports to Asia as it has grappled with excess capacity, notes @Pri_Kishore. bit.ly/4dy2GBi
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The rise and rise of Vietnam
Vietnam will be included in FTSE Russell’s secondary emerging markets group for the first time, propelling one of Asia’s fastest growing economies into the same league as China, India and Indonesia.
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The IMF's classification of the INR regime to a 'crawl-like arrangement' highlights the inherent conflict between how the RBI describes the exchange rate system and how it manages it, argue @Sasi_Gopalan11 and Ramkishen Rajan in a guest commentary open.substack.com/pub/asiade…
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Asian countries that have secured access to Strait of Hormuz China India Pakistan Bangladesh Malaysia Thailand Japan Philippines Traffic is still a small fraction of pre-war levels highlighting unpredictability of the arrangements
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