Asia Pacific
Additional IMF support will help Pakistan greatly
Pakistan recently reached a staff-level agreement with the Fund on its existing support package and a new programme
China will remain key in legacy semiconductor trade
Despite US technology controls, Chinese semiconductor exports have been on the rise
South Korea is set to see significant policy shifts
President Yoon Suk-yeol’s impeachment has been upheld, likely leaving the Democrats to stabilise a polarised country
South KoreaSouth and South-east Asia will push for tariff talks
Countries in both regions are responding to the ‘reciprocal’ tariffs announced by the United States
South AsiaPension funds could become key target of cyber attacks
Several pension scheme companies in Australia became a target of major cyberattacks over the last weekend
InternationalSectoral exemptions will dampen US tariff-hike impact
Sectors currently exempted from US tariffs, such as pharmaceuticals, alter the actual rates for many countries
InternationalUS treasuries' ‘safe haven’ status will be key marker
Demand for US treasuries has continued to rise due to ‘safe haven’ demand while other US assets have heavily sold off
United StatesChina’s AI infrastructure will expand but risks remain
China has ramped up AI infrastructure investment as it competes with the United States for global AI leadership
ChinaEast Asia will respond varyingly to US tariffs
Key East Asian trade partners to the United States have reacted to announced US tariffs
East Asia
