Economy
Quick View: Vietnam’s Q2 2024 GDP Shows Path To 6% Target
The Latest: Real GDP rose by 6.9% y-o-y in Q2 2024, outperforming the 6.0% we and the consensus had expected. This...
Thailand’s Medical Device Market Forecast Revised Upwards Following Strong Import Growth
Key ViewWe have revised up our forecast compound annual growth rate (CAGR) for Thailand’s medical device market in local currency...
Overtourism To Present Challenges To Japan’s Drive To Increase Arrivals
Key View: Over 2024, we project tourist arrivals to Japan to fully recover to pre-Covid levels in 2019, building on...
Vietnam’s Data Centre Market Liberalisation To Aid Its AI Ambitions, But Risks Will Persist
Key ViewVietnam has liberalised its data centre market by lifting the previous 49% foreign ownership cap, enabling full foreign investment...
Seizing the opportunities for Thai industry amid more severe decoupling
Growing geopolitical tensions are accelerating economic decoupling, leading to shifts in international trade patterns. Thailand, with a neutral stance, is...
Singapore: Growth Momentum Builds On Resilient Global Economy
Key ViewAdvance estimates showed that Singapore’s economy grew by 2.9% y-o-y in Q2 2024, surpassing both our and the consensus...
Exports performed well in May, supporting signs of continual growth in H2/2024 and 2025.
Thai exports in May 2024 saw a 7.2%YOY increase, with strong growth in agricultural and manufacturing products, particularly fruits. Exports...
Stricter Loan Requirements To Weigh On Thailand’s Vehicle Sales Over 2024-2025
Key ViewOur short-term outlook for vehicle sales in Thailand has turned negative as stricter loan requirements and sluggish economic growth...
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