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Economic Analysis

20 Jun 2025

International Economy

China advocates a multi-polar monetary system to reduce reliance on the US Dollar, while promoting the internationalization of the “Digital Yuan” which may take some time (Business Brief No.4166 Full Ed.)

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19 Jun 2025

International Economy

BI maintains its interest rate at 5.5%, while monetary policy in 2H25 may remain accommodative (Business Brief No.4165 Full Ed.)

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13 Jun 2025

International Economy

FOMC meeting, June 17-18: Fed expected to hold its policy rate steady and signal two rate cuts in the second half of the year (Business Brief No.4161 Full Ed.)

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9 Jun 2025

International Economy

China’s inflation in May 2025 remained negative for the fourth consecutive month; the renewed trade war is expected to deepen price pressures (Business Brief No.4161 Full Ed.)

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9 Jun 2025

International Economy

Despite the successful US-China reciprocal tariff negotiation, China’s exports to the US in May 2025 continued to contract by 34.5% YoY (Business Brief No.4162 Full Ed.)

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22 May 2025

International Economy

Subsiding pressures on Rupiah allow BI to cut its interest rate to 5.50%, cushioning the slowing economy (Business Brief No.4158 Full Ed.)

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13 May 2025

International Economy

US lowers reciprocal tariffs on China for 90 days, paving the way for trade talks; China’s exports to US expected to rebound temporarily (Business Brief No.4156 Full Ed.)

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9 May 2025

International Economy

China’s exports to the US fell 21% YoY in April 2025 after the US raised reciprocal tariffs on Chinese imports to 125% (Business Brief No.4155 Full Ed.)

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7 May 2025

International Economy

Indonesia’s 1Q25 economy grew at the lowest rate in three years of 4.87%, with full-year growth projected to stand below 5% (Business Brief No.4152 Full Ed.)

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2 May 2025

International Economy

FOMC meeting, May 6-7: Fed expected to hold its policy rate steady amid high uncertainty over US tariff hikes (Business Brief No.4151 Full Ed.)

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25 Apr 2025

International Economy

BI maintains its policy rate at 5.75% amid concerns over the Rupiah being Asia’s worst-performing currency (Business Brief No.4147 Full Ed.)

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16 Apr 2025

International Economy

China’s 1Q25 economy grew more than expected at 5.4%; US import tariffs may pressure China’s economy during the rest of this year (Business Brief No.4146 Full Ed.)

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8 Apr 2025

International Economy

Vietnam’s economy grew at a slower pace of 6.93% YoY in 1Q25; reciprocal tariffs could shrink its GDP by 1.5%, though positive factors exist if trade negotiations with the US succeed (Business Brief No.4144 Full Ed.)

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4 Apr 2025

International Economy

ASEAN faces some of the highest reciprocal tariffs, with Vietnam and Cambodia potentially suffering major GDP blows, while Indonesia may see limited effects (Current Issue No.3575)

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4 Apr 2025

International Economy

China faces the highest combined reciprocal tariffs; its 2025 economic growth may fall below KResearch’s prior forecast by 1% (Current Issue No.3574 Full Ed.)

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19 Mar 2025

International Economy

BI maintains its policy rate at 5.75%, prioritizing currency stability and preventing capital outflows (Business Brief No.4140 Full Ed.)

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14 Mar 2025

International Economy

At the March 18-19 FOMC meeting, the Fed may keep its interest rates unchanged, but there may be at least two rate cuts during the rest of the year due to increased economic risks (Business Brief No.4139 Full Ed.)

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10 Mar 2025

International Economy

Deflation risks continue to pressure China’s economy; domestic inflation in February 2025 turned negative for the first time in 13 months (Business Brief No.4138 Full Ed.)

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7 Mar 2025

International Economy

China’s exports rose by 2.3% YoY in January-February 2025 amid renewed trade tensions (Business Brief No.4136 Full Ed.)

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6 Mar 2025

International Economy

Vietnam posted a USD 1.55 billion trade deficit in February; its trade surplus for the entire year may decrease due to the risks from President Trump’s tariffs (Business Brief No.4135 Full Ed.)

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5 Mar 2025

International Economy

Seven products at risk of Trump tariffs; Thailand relies on the US for 21% of its exports in this grouping (Current Issue No.3566)

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5 Mar 2025

International Economy

China retaliates against the US, imposing a 10-15% tariff on its agricultural products (Business Brief No.4134 Full Ed.)

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26 Feb 2025

International Economy

Key issues to watch after the CDU/CSU won the German elections on February 23, 2025 (Current Issue No.3563 Full Ed.)

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21 Feb 2025

International Economy

The Chinese government is preparing to support an expanded private sector role in helping the Chinese economy cope with renewed trade wars (Business Brief No.4128 Full Ed.)

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20 Feb 2025

International Economy

Bank Indonesia maintains its policy rate at 5.75% to support economic growth (Business Brief No.4130 Full Ed.)

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18 Feb 2025

International Economy

China’s net foreign direct investment fell for the third consecutive year in 2024 (Business Brief No.4128 Full Ed.)

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14 Feb 2025

International Economy

Vietnamese Dong hits a historic low and is likely to weaken further; State Bank of Vietnam expected to maintain its policy rate until year-end 2025 (Business Brief No.4126 Full Ed.)

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10 Feb 2025

International Economy

China’s inflation rose after a temporary boost from Lunar New Year spending, but deflation risks remain (Business Brief No.4125 Full Ed.)

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7 Feb 2025

International Economy

The Indonesian economy in 2024 grew 5.03% as forecasted (Business Brief No.4124 Full Ed.)

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4 Feb 2025

International Economy

President Trump launches a new salvo in the trade war, putting Thai exports at risk, especially electronics, rubber, electrical appliances, and furniture (Business Brief No.4122 Full Ed.)

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3 Feb 2025

International Economy

US imposes a 10% tariff on Chinese imports and eliminates the ‘de minimis’ exemption for small packages (Business Brief No.4121 Full Ed.)

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30 Jan 2025

International Economy

DeepSeek – Hype or a Paradigm Shift? (Current Issue No.3556)

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24 Jan 2025

International Economy

The Fed is expected to keep interest rates steady at the FOMC meeting on January 28-29, 2025; KResearch expects the Fed to cut policy interest rates only twice this year, in line with the latest dot plot (Business Brief No.4120)

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21 Jan 2025

International Economy

Trump’s decision to delay tariff hikes on Inauguration Day weakens the US Dollar (Business Brief No.4118)

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21 Jan 2025

International Economy

First Impressions: President Trump signs executive orders to reverse environmental policies on his first day in office, refocusing on oil and gas drilling (Current Issue No.3548)

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17 Jan 2025

International Economy

China achieved its economic growth target of 5% for 2024; growth may slow in 2025 amid a renewed trade war (Business Brief No.4117 Full Ed.)

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13 Jan 2025

International Economy

China's exports in 2024 grew at 5.9%, pushing its global trade surplus to a record high (Business Brief No.4115 Full Ed.)

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9 Jan 2025

International Economy

China’s inflation rose by 0.2% in 2024; deflation risks remain in 2025 (Business Brief No.4114)

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7 Jan 2025

International Economy

The Vietnamese economy in 2024 grew at 7.09% and is expected to achieve growth of 6.8% in 2025 amid the risks of a renewed trade war (Business Brief No.4113 Full Ed.)

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19 Dec 2024

International Economy

FOMC meeting, December 17-18, 2024: Fed cut the policy rate by 0.25% as expected, and plans to cut the rate twice in 2025 (Business Brief No.4110 Full Ed.)

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16 Dec 2024

International Economy

FOMC meeting, December 17-18, 2024: The Fed is expected to cut its policy rate by 0.25% and signal fewer than four rate cuts next year (Business Brief No.4108 Full Ed.)

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13 Dec 2024

International Economy

China eyes a new economic stimulus package in 2025 to boost domestic consumption and investment amid a new round of trade war (Business Brief No.4107)

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12 Dec 2024

International Economy

Unrest in Syria expected to persist, but its impact on oil prices remains limited (Business Brief No.4106)

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11 Dec 2024

International Economy

China’s exports surged by 6.7%YoY in November 2024 before the US eyes escalation of a trade war with China (Business Brief No.4104 Full Ed.)

China’s exports surged by 6.7%YoY in November 2024 before the US eyes escalation of a trade war with China (Business Brief No.4104)... Read more

9 Dec 2024

International Economy

China’s inflation rose by 0.2% YoY in November 2024, a five-month low, reflecting persistent deflationary risk (Business Brief No.4103 Full Ed.)

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11 Nov 2024

International Economy

China’s inflation remained low at 0.3% YoY in October 2024 (Business Brief No.4099 Full Ed.)

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8 Nov 2024

International Economy

FOMC meeting, November 6-7, 2024: Fed cut its policy rate by 0.25%, as expected; future rate cut may hinge on economic policies and figures (Business Brief No.4098 Full Ed. )

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7 Nov 2024

International Economy

China’s exports rose by 12.7% YoY in October 2024 (Business Brief No.4097 Full Ed.)

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6 Nov 2024

International Economy

Indonesia’s economic growth slowed down slightly in 3Q24; full-year 2024 growth projected at 5% (Business Brief No.4095 Full Ed.)

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6 Nov 2024

International Economy

Trump’s election victory increases uncertainty for the Thai economy (Current Issue No.3533 Full Ed.)

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1 Nov 2024

International Economy

FOMC meeting, November 6-7, 2024: Fed is expected to cut its policy rate by 0.25%; US presidential election results to influence future policy rate moves (Business Brief No.4094 Full Ed.)

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1 Nov 2024

International Economy

Risk to the US economy may increase if Trump wins the US presidential election on November 5, 2024 (Current Issue No.3532 Full Ed.)

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28 Oct 2024

International Economy

A new round of trade war may trigger another wave of production relocation, with Thailand likely to partially benefit from industries where investment already exists (Current Issue No.3531 Full Ed.)

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25 Oct 2024

International Economy

BRICS Summit 2024 reflects the bloc’s greater role in the coming years (Current Issue No.3530 Full Ed.)

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22 Oct 2024

International Economy

The PBOC cuts its one-year and five-year LPRs to record lows (Business Brief No.4092 Full Ed.)

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18 Oct 2024

International Economy

China’s economy grew by 4.6% YoY in 3Q24, the lowest since 2Q23 (Business Brief No.4091 Full Ed.)

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17 Oct 2024

International Economy

Environmental policies of US presidential candidates (Current Issue No.3526 Full Ed.)

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7 Oct 2024

International Economy

Vietnam’s economy recorded higher-than-expected growth of 7.40%YoY in 3Q24, supported by exports and growth in the industrial sector (Business Brief No.4087 Full Ed.)

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