Macro Insights Weekly - Asia's exports buoyancy

• 1Q Asia GDP likely strong, backed by robust trade and April demand data.    
• AI and green tech boom lifts exports; price rises have not hurt demand.
• South Korea/Taiwan exports up 40-50% y-o-y; chips drive record valuations.
• Malaysia/Singapore/Vietnam post 15-35% export growth via supply chains.
• Risks: Iran-war energy shock, inflation spillovers, possible demand destruction.

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