G Sachs: Increased Optimism for Growth in Mainland China, India, Taiwan, and Australia-New Zealand This Year

Economic Resilience in Asia: Major Asian economies showed resilience in 2025, effectively managing US tariffs, with a boost from falling food and energy prices, relaxed financial conditions, and supportive fiscal policies. East Asia's exports, particularly in semiconductors from Taiwan and commodities from Mainland China, performed strongly.

Outlook for 2026: Goldman Sachs predicts a positive global economic growth outlook for 2026, with East Asia's exports expected to thrive. However, regional economies will need to focus more on domestic growth drivers, potentially increasing the need for policy stimulus and economic reforms.

Regional Growth Prospects: Goldman Sachs is optimistic about growth in Mainland China, India, Taiwan, and Australia-New Zealand, while maintaining a cautious view on some Southeast Asian countries like Thailand and Indonesia, and a consistent outlook for Japan.

Market Predictions: The firm forecasts moderate inflation in the region for 2026, with South Korea and Southeast Asian nations likely to implement interest rate cuts, and regional currencies expected to appreciate against the USD, supported by a strengthening RMB.