Asia Economics & Strategy Daily: EM Strategy Weekly; Global Economic Outlook & Strategy; CN 26H2 Outlook; BoT on Hold

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Asia Economics & Strategy Daily: EM Strategy Weekly; Global Economic Outlook & Strategy; CN 26H2 Outlook; BoT on Hold

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25 Jun 2026 22:15:39 ET │ 12 pages

Asia Economics & Strategy Daily

EM Strategy Weekly; Global Economic Outlook & Strategy; CN 26H2

Outlook; BoT on Hold

EM Asia Economics & Strategy

CITI'S TAKE

Johanna Chua AC

EM Strategy Weekly - A New USD Environment for EMFX; Global Economic +852-2501-2357

Outlook & Strategy: The Resilient Global Economy -Cascading Supply johanna.chua@citi.comShocks; EM Asia Strategy (Indonesia) - Taking Profits on our Remaining

ACShort EURIDR; China Economics - 26H2 Outlook: AI Supercycle Cuts into Rohit Garg

the K-shaped Economy; Thailand Economics - BOT On Hold With Policy Still +65-6657-3471

“Appropriate”, Amid Ongoing Vigilance On Inflation; Upcoming events: rohit.garg@citi.com

(IN/PK Moharram Ashura): JP Tokyo CPI ex Fresh Food (Mkt: 1.6%YY, Prior:

1.4%), SG May IP (Citi: -6.4%MoM, Mkt: 0.5%, Prior: 5.8%), US May Advance Gordon Goh

goods trade balance (Citi: -$91.0bn, Mkt: -$85.0bn, Prior: $82.4bn), Fed

Williams, Goolsbee, Kashkari speak. Samiran Chakraborty

Xiangrong Yu

EM Strategy Weekly - A New USD Environment for EMFX

Adrienne Lui

We have been discussing the potential effects of rising US real yields in global macro

risk for the past weeks. This current macro backdrop still suggests resilience in the Josh Williamson

real rate valuation among high-yielding EM, which could produce downside EUR- Wei Zheng Kit

EM FX in selected situations. A few factors support this assumption: Firstly, central

banks in EM have, in general, delivered a less dovish monetary policy over the past Helmi Arman

quarters, if compared to what was expected. Secondly, following a strong