2026 年亚洲经济展望 - 从科技到非科技- 复苏范围扩大-2026 Asia Economics Outlook-From Tech to Non-Tech – The Recovery Broadens

November 16, 2025 09:20 PM GMT 2026 Asia Economics Outlook M Asia Pacific Insight From Tech to Non-Tech – The Recovery Broadens We see the recovery broadening out as an uplift in non-tech exports leads to better capex momentum, improved labour market conditions and consequently consumption. We are near the end of the easing cycle as disinflationary pressures reduce. The recovery broadens: Strong tech exports have supported overall exports but with limited spillover effects given their highly capital-intensi ...