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Asia‘s El Niño playbook: Eight lessons from 25 years of shocks: Why oil prices, irrigation and policy can sometimes matter more than rainfall.
研报英文原文证据摘录
Asia‘s El Niño playbook: Eight lessons from 25 years of shocks: Why oil prices, irrigation and policy can sometimes matter more than rainfall.
Global Markets Research
10 July 2026Asia Economic Monthly
Economics - ASEAN/Asia Pacific/Asia ex-Japan
Research AnalystsAsia's El Niño playbook: Eight lessons from 25
Asia Economicsyears of shocks
Sonal Varma - NSL
Why oil prices, irrigation and policy can sometimes matter more than rainfall. sonal.varma@nomura.com
+65 6433 6527
Ting Lu - NIHK
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Australia: Below trend 12
Japan Economics China: A K-shaped economy is materializing 13
Hong Kong: Trade is benefiting notably from the global AI supercycle 14 Kyohei Morita - NSC
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Indonesia: Not out of the woods 16
Japan: A renewed focus on the relationship between the government... 17 Australia Economics
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Singapore: Staying strong 21
Taiwan: Rate hikes are still on the cards 22
Thailand: Watch the twin deficits 23
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Asia: Is the export upcycle broadening beyond tech? 25
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