Rising inflation and recent rate hikes in the Philippines and South Korea have reignited concerns about price pressures across Asia. But is there really cause for alarm? Nicole Teo speaks with Morgan Stanley Asia Economist Derrick Kam about the region’s inflation outlook, what is driving monetary policy, and why a broader capex supercycle beyond AI could fuel investment.

Highlights:

01:41 Asian central banks raising interest rates

04:30 Asia’s inflation challenge

11:26 The broader capex supercycle beyond AI

15:05 Singapore’s economic outlook

17:05 Japan’s economic outlook

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Send us your questions, thoughts, story ideas, and feedback to btpodcasts@sph.com.sg.

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Written and hosted by: Nicole Teo (nicolet@sph.com.sg)

With Derrick Kam, Asia Economist, Morgan Stanley

Edited by: Nicole Teo & Claressa Monteiro

Produced by: Nicole Teo & Chai Pei Chieh

A podcast by BT Podcasts, The Business Times, SPH Media

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