The IMF Scenario That Hits Asia Harder Than the World
The IMF puts emerging and developing Asia’s 2026 growth at 5.1%. But its AI-correction scenario cuts output in Asia excluding China by 1.7% by 2028, versus 1.1% globally.
The IMF puts emerging and developing Asia’s 2026 growth at 5.1%. But its AI-correction scenario cuts output in Asia excluding China by 1.7% by 2028, versus 1.1% globally.
The IMF Scenario That Hits Asia Harder Than the World

Southeast Asia’s largest planned AI Factory, a sovereign wealth fund doubling down on data centres and CoreWeave’s first Asia-Pacific facility all point to Indonesia. The open question is whether talent, power and regulation can develop on the same timeline as the capital.
Vietnam's registered FDI jumps 58% to $38.1 billion, Indonesia and the EU target Q4 signing for their long-delayed trade pact, Thailand and Myanmar commit to a $12 billion trade target, Malaysia's minister pushes local participation in the semiconductor supply chain, and Toyota and Nissan resume Japan production as Honda's shutdown exposes regional auto risk.