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25 August 2026 / Report
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Copy LinkDespite persistent geopolitical tensions and continued disruption around the Strait of Hormuz, Asia-Pacific economies have so far proved more resilient than expected. Higher energy costs, supply-chain uncertainty, and subdued household sentiment remain important headwinds, but their impact on growth has been offset by exceptionally strong external demand. The ongoing AI investment cycle is providing a powerful boost to exports of electronic components and other advanced manufacturing, data-center investment, and related infrastructure across several regional economies.
This has increasingly created two-speed economies, where export and industrial strength is compensating for weaker household consumption and domestic demand. So far, upside risks to regional growth have prevailed. However, this resilience has also increased dependence on external demand, leaving the economic outlook ever more tied to the durability of the global AI investment cycle and vulnerable to any slowdown in technology spending.
Exports by country for period between January and July ($ billion)
The technology boom is driving a sharp acceleration in exports across Asia, suppor
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