Please note: this article is more than one year old. The views of our CIO team may have changed since it was published, and the data on which it was based may have been revised.
In our new CIO Special, we analyse the economic outlook for Southeast Asia and the asset class implications especially with the regional border reopening.
- Despite spillovers from Ukraine and China’s struggles with Omicron, we see supportive growth drivers for Southeast Asia, particularly from regional border reopening.
- With the rising interest rate environment and high commodity prices, ASEAN’s financial and energy sectors could continue as key sectoral drivers.
- Singapore has tightened monetary policy three times in the past six months; more central bank tightening is likely to follow in Southeast Asia.
To download a PDF of the full report, please click here.