Macro Insights Weekly: When will Asia’s export engine hum?

Asia’s exports have been in contractionary territory most of this year. Trade data are about to get better, in our view.
Price and volume demand has softened after the post-pandemic spurt of 2021.
Despite the contraction of this year, regional exports are 40% higher than pre-pandemic years.
Asian manufacturers’ sentiments seem largely undented.
Electronics sector has several encouraging dynamics at play.
We expect to see upward trending exports numbers toward the end of this year.