中信证券:亚太新兴经济体经济增长或将温和降温,低通胀下部分经济体的货币政策仍有宽松空间
Zheng Quan Shi Bao Wang·2026-01-06 00:37

Core Viewpoint - The resilience of emerging economies in the Asia-Pacific region is expected to exceed expectations in 2025, although some driving factors may weaken in 2026, leading to greater pressure on export-oriented economies while domestic demand-driven markets may show more resilience [1] Economic Growth Outlook - Economic growth in Asia-Pacific emerging economies is anticipated to moderate against a backdrop of high base effects, with low inflation providing some room for monetary policy easing in certain economies [1] Country-Specific Insights - Countries such as India, Indonesia, Thailand, the Philippines, and Vietnam are expected to continue their easing cycles, while Malaysia and Singapore are likely to maintain a stable monetary policy [1]