West-China co-existence: some inconvenient truths

China is the center of the global production network. It is the largest trading partner for all its neighbors and has fueled economic growth in and out of the Indo-Pacific region for decades. According to the McKinsey Global Institute, even during the Covid-19 pandemic, trade deepened between China and the United States, Canada, Japan, Southeast Asia, and the […]Continue Reading

Digital infrastructure propels new SE Asian Tigers

China’s exports to Southeast Asia jumped by 20% in 2022, despite a year-on-year decline in China’s total exports driven by a 19% drop in exports to the US and a 17% drop in exports to the European Union. Southeast Asia’s 700 million people stand at the cusp of an economic transformation comparable to the rise […]Continue Reading

Pakistan’s economy in ‘collapse’ as IMF visits

POLITICAL MAYHEM Pakistan is locked in an endless cycle of servicing external debt. State Bank governor Jamil Ahmed last month said that the country owed US$33 billion in loans and other foreign payments before the end of the fiscal year in June. A diplomatic offensive has seen US$4 billion rolledContinue Reading

How structural growth and stable funding anchor Indian and Indonesian financiers' resilience

India’ s domestically-driven economy and Indonesia’ h commodity-led exports should provide some strength despite a more difficult operating environment characterised by higher global inflation, rising rates of interest and liquidity tightening. Elaine Koh, senior director for Asia-Pacific non-bank financial institutions from Fitch Ratings talks about the prospects meant for India and Indonesia’ s finance and leasing sector in the current economic environment.Continue Reading