Inflation across Southeast Asia is charting an increasingly divergent course, with headline figures ranging from a moderate 1.8% in Malaysia up to a sharper 7.8% in the Philippines. While targeted fuel subsidies and domestic price controls have shielded households in economies like Malaysia and Indonesia, rising second-round cost pressures and currency fluctuations are prompting regional central banks to quietly tilt toward a more hawkish posture heading into 2027.
Lavanya Venkateswaran, Senior ASEAN and India Economist at OCBC Bank, joinsThe Morning Run to unpack the region's diverging macroeconomic landscape.
She explains why price shocks are hitting economies unevenly, evaluates the three transmission channels of the ongoing AI and data center boom, and addresses why the gains risk remaining heavily concentrated rather than lifting entire economies. Plus, she weighs in on the medium-term trade implications of the US midterm election results for pending semiconductor tariffs.
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