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ASEAN+3 Macroeconomic Research Office

The macroeconomic surveillance office of the ASEAN+3 grouping, which monitors member economies and supports the region's liquidity arrangements.

Known aliases

  • AMRO

Current stories

investConfirmed3 publishers

IMF raises Korea's 2026 growth forecast 0.7 points for the second time in three months

IMF raised its 2026 growth forecast for South Korea to 3.3%, saying chip exports more than offset the Middle East war. That leaves Korea ahead of the US at 2.3%, the eurozone at 1.1% and Japan at 0.7% in the fund's projections.

Perspective Coverage

4 publishers
Builder
Builder 10%
Operator
Operator 36%
Investor
Investor 54%

Reality

Evidence80
Adoption
Not scored
Hype gap+8
Incentives
Not scored
Confidence78
investConfirmed2 publishers

Temasek targets 15% of its portfolio in AI as its investment chief ranks failed AI spending a top risk

Temasek's investment chief Rohit Sipahimalani ranks AI spending that fails to pay off as a top risk for next year, yet the fund aims to hold 15% in AI by 2031. Because that goal is a portfolio share, a fall in AI valuations would raise how much Temasek must buy to reach it.

Reality

Evidence62
Adoption
Not scored
Hype gap+10
Incentives40
Confidence60
investOne report1 publisher

AI hardware exports carry most of the World Bank's East Asia upgrade to 4.5%

World Bank forecasters lifted East Asia and Pacific growth to 4.5% this year, up 0.3 points, mostly on AI hardware exports from Vietnam, Malaysia and Thailand. Those gains now depend on global AI spending, and the lender lists a correction there as a key downside risk.

Reality

Evidence55
Adoption
Not scored
Hype gap+15
Incentives
Not scored
Confidence50
investConfirmed2 publishers

AMRO lifts Korea's 2027 growth forecast by more than twice its 2026 upgrade

AMRO raised South Korea's 2027 growth forecast to 2.7% from 2.2%, more than double its 0.2-point lift to 3.3% for 2026. Its inflation forecasts moved a tenth of a point each way, so AMRO expects more output over the two years with no added price pressure.

Perspective Coverage

3 publishers
Builder
Builder 5%
Operator
Operator 32%
Investor
Investor 63%

Reality

Evidence62
Adoption
Not scored
Hype gap+12
Incentives
Not scored
Confidence66
investOne report1 publisher

ASEAN+3 weighs a standing rapid financing facility after 17 CMIM test runs

The Bangko Sentral ng Pilipinas and Japan's Ministry of Finance co-led technical talks in Puerto Princesa on making the CMIM rapid financing facility permanent and on settling more regional trade in local currencies.

Reality

Evidence38
Adoption
Not scored
Hype gap+12
Incentives42
Confidence46