Asian Insights

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Is singapore setting itself up for a fall?

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Is singapore setting itself up for a fall?

  • Singapore’s position as a globally-competitive economic hub cannot be taken for granted. Further policy calibration is needed to tackle cyclical and structural challenges.
  • The external sector outlook has been worsening in recent months, which will likely spill over into domestic demand as the post-pandemic boosts recede.

Korea’s economic and geopolitical risks pose strategic quandary

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Korea’s economic and geopolitical risks pose strategic quandary

  • The South Korean economy is being buffeted by a combination of cyclical headwinds, structural defects, and a deteriorating strategic position. Tough choices await its leaders.
  • The sluggish semiconductors market will weigh against manufacturing activity and exports. China’s reopening in trade and tourism is unlikely to compensate.