Kelvin Peter Msangi is a Tanzanian finance and economics researcher known for data-driven analysis on fiscal policy, markets, and economic reform. His work has been featured in leading publications across East Africa and other regions.
China
China leans on ASEAN to stabilise trade as U.S. tariffs and tech curbs persist. Streamlined logistics, origin rules, and sector clustering aim to harden regional supply chains while CL=F eases and DXY keeps Asian currencies range-bound.
India
India accelerates market and access reforms as foreign outflows test liquidity. Softer oil and stable yields support balance, while equities shift toward capital goods and banks under a steady rupee and contained inflation outlook.
Australia
Australia’s push to revive domestic manufacturing gains momentum. The challenge is balancing energy costs, labour competitiveness, and green-transition targets while rebuilding the nation’s production and export base for 2026 and beyond.
Philippine
The Philippines doubles down on infrastructure and energy investment to anchor 2026 growth, while fiscal reforms aim to curb debt near 60 % of GDP. The challenge lies in executing projects swiftly without stoking inflation or crowding out private credit.
Australia
Stability language lowers disruption premia; exporters and services gain if capacity and permits follow. Watch ^AXJO, AUDUSD, DXY and bilateral capacity metrics into 1H26.
Vietnam
Vietnam’s export resilience continues despite global headwinds, as the government launches a new industrial master plan focused on electronics, green manufacturing, and logistics upgrades. Currency stability and foreign investment anchor growth heading into 2026.
Malaysia
Malaysia’s 2026 outlook blends cautious optimism with fiscal realism as the government curbs subsidies, trims deficits, and courts investment into semiconductors, renewables, and logistics. The challenge: sustaining growth momentum while meeting strict debt and inflation targets.
Papua New Guinea
KOICA plans to open a Papua New Guinea office, expanding Asia-Pacific donor diversity. Targeting skills, health, and digital governance, the move could boost execution capacity and reduce donor dependence—if coordination prevents project fragmentation.
Singapore
Singapore trims 2025 GDP forecast to 2.1 %, citing weak electronics exports and slowing global trade. Policymakers pivot toward services digitalisation, AI integration, and regional infrastructure financing as the city-state redefines competitiveness beyond traditional manufacturing anchors.
Australia
Australia is the Pacific’s principal donor as others retrench; tourism and climate-resilience finance drive the macro path. Watch DXY, airline capacity metrics, and grant/loan splits for signal.
Indonesia
Indonesia’s industrialisation push accelerates as the government deepens nickel downstreaming, attracting EV and battery investments from China and Korea. The policy strengthens exports and jobs but raises questions about environmental costs and long-term diversification capacity.
Thailand
Thailand’s exports surged at their fastest pace in over three years, led by autos, electronics, and processed foods. Strong U.S. demand and stable inflation lift 2025 growth prospects as the baht tracks tourism inflows and a steady global dollar.