Macro Insights Weekly: When will Asia’s export engine hum?

11 September 2023


  • Asia’s exports have been in contractionary territory most of this year. Trade data are about to get better, in our view.
  • Price and volume demand has softened after the post-pandemic spurt of 2021.
  • Despite the contraction of this year, regional exports are 40% higher than pre-pandemic years.
  • Asian manufacturers’ sentiments seem largely undented.
  • Electronics sector has several encouraging dynamics at play.
  • We expect to see upward trending exports numbers toward the end of this year.