Priyanka Kishore
@priyankak.bsky.social
asiadecoded.substack.com
Economist
Economist
In my latest @asia.nikkei.com op-ed I argue that Prabowo's costly priority agenda risks putting Indonesia on path of economic backsliding rather than prosperity.
asia.nikkei.com/opinion/the-...
asia.nikkei.com/opinion/the-...
The myth of Indonesia's economic stability
Prabowo's misaligned priorities put the economy at risk of backsliding
asia.nikkei.com
November 6, 2025 at 10:50 AM
In my latest @asia.nikkei.com op-ed I argue that Prabowo's costly priority agenda risks putting Indonesia on path of economic backsliding rather than prosperity.
asia.nikkei.com/opinion/the-...
asia.nikkei.com/opinion/the-...
Will Trump tariffs accelerate supply chain diversification? We argue the impact will be quite the opposite. Investments will slow to a crawl amid skyrocketing uncertainty.
open.substack.com/pub/asiadeco...
open.substack.com/pub/asiadeco...
'China plus' is collateral damage of 'America First'
Trump tariffs are unlikely to give a strong immediate push to supply chain diversification. We expect the impact to be quite the opposite amid skyrocketing uncertainty.
open.substack.com
April 9, 2025 at 3:12 PM
Will Trump tariffs accelerate supply chain diversification? We argue the impact will be quite the opposite. Investments will slow to a crawl amid skyrocketing uncertainty.
open.substack.com/pub/asiadeco...
open.substack.com/pub/asiadeco...
Great to join Adecco’s APAC team in serene Bali to talk trade, tariffs and uncertainties. Gloomy topics but excellent destination!
April 8, 2025 at 6:47 AM
Great to join Adecco’s APAC team in serene Bali to talk trade, tariffs and uncertainties. Gloomy topics but excellent destination!
The way to negotiate with Trump is to “ascertain his price”, noted trade expert, Stephen Olson tells me. Clearly, Canada and Mexico still have to figure it out. Will China fare any better? Find out in my latest interview with Steve.
asiadecoded.substack.com/p/trumps-tar...
asiadecoded.substack.com/p/trumps-tar...
Trump's tariffs and the future of trade
Guest interview with Stephen Olson, international trade expert, academician, Visiting Fellow at ISEAS Singapore, and previously US trade negotiator
asiadecoded.substack.com
March 3, 2025 at 10:13 PM
The way to negotiate with Trump is to “ascertain his price”, noted trade expert, Stephen Olson tells me. Clearly, Canada and Mexico still have to figure it out. Will China fare any better? Find out in my latest interview with Steve.
asiadecoded.substack.com/p/trumps-tar...
asiadecoded.substack.com/p/trumps-tar...
China’s influence on rest of Asia’s growth has lessened over the years but not disappeared. We find that a likely sharp slowdown in Chinese growth in 2025 will matter most for Taiwan, Singapore and Vietnam and little for Japan, Indonesia and India.
open.substack.com/pub/asiadeco...
open.substack.com/pub/asiadeco...
January 1, 2025 at 12:46 PM
China’s influence on rest of Asia’s growth has lessened over the years but not disappeared. We find that a likely sharp slowdown in Chinese growth in 2025 will matter most for Taiwan, Singapore and Vietnam and little for Japan, Indonesia and India.
open.substack.com/pub/asiadeco...
open.substack.com/pub/asiadeco...
'Boosting consumption' is now a policy priority for China. However, those expecting a shot in the arm for the consumer will likely be disappointed. Beyond commitments to expand the trade-in program and increase pension pay-outs, the CEWC had little policy details to offer.
December 13, 2024 at 5:11 AM
'Boosting consumption' is now a policy priority for China. However, those expecting a shot in the arm for the consumer will likely be disappointed. Beyond commitments to expand the trade-in program and increase pension pay-outs, the CEWC had little policy details to offer.
Asia's largest three economies have slowed. But the rest of the region has grown nearly 1ppt faster YTD compared to full year growth in 2023. A strong rebound in exports has more than offset the slowdown in consumer demand in Asia ex-JCI - a trend that has spilled over into Q4.
#EconSky
#EconSky
December 11, 2024 at 5:09 AM
Asia's largest three economies have slowed. But the rest of the region has grown nearly 1ppt faster YTD compared to full year growth in 2023. A strong rebound in exports has more than offset the slowdown in consumer demand in Asia ex-JCI - a trend that has spilled over into Q4.
#EconSky
#EconSky
I write for Nikkei Asia that being a strategic partner of the US doesn’t eliminate Trump tariff risks for Vietnam
asia.nikkei.com/Opinion/A-ro...
asia.nikkei.com/Opinion/A-ro...
A rough four years await Vietnam
Trump's tariffs loom over nation's strategic partnership with the U.S.
asia.nikkei.com
November 22, 2024 at 8:54 AM
I write for Nikkei Asia that being a strategic partner of the US doesn’t eliminate Trump tariff risks for Vietnam
asia.nikkei.com/Opinion/A-ro...
asia.nikkei.com/Opinion/A-ro...
Reposted by Priyanka Kishore
Reposting this piece in 'Wired' magazine
www.wired.com/story/china-...
www.wired.com/story/china-...
China’s Declining Population Can Still Prosper
Research suggests that once low fertility becomes the norm, it’s unlikely to rebound. But this doesn’t need to spell disaster for the country or those with similar trends.
www.wired.com
November 22, 2024 at 4:02 AM
Reposting this piece in 'Wired' magazine
www.wired.com/story/china-...
www.wired.com/story/china-...
Will robots help Vietnam address its shortage of skilled labour and boost manufacturing? Vietnam initially benefited from the China+1 strategy, but gains have stalled off late as the country has struggled to transition from low-cost to more productive manufacturing.
Source: linkedin.com/posts/the-…
Source: linkedin.com/posts/the-…
November 21, 2024 at 9:42 AM
Will robots help Vietnam address its shortage of skilled labour and boost manufacturing? Vietnam initially benefited from the China+1 strategy, but gains have stalled off late as the country has struggled to transition from low-cost to more productive manufacturing.
Source: linkedin.com/posts/the-…
Source: linkedin.com/posts/the-…
Trump 1.0 has limited lessons for Asia awaiting Trump 2.0. Exports to the US will likely surge ahead of tariffs. But unlike before, China trade diversion gains will be harder to come by for the rest, and the failed US-China phase 1 deal will be a reminder to the President to be less transactional.
November 20, 2024 at 8:34 AM
Trump 1.0 has limited lessons for Asia awaiting Trump 2.0. Exports to the US will likely surge ahead of tariffs. But unlike before, China trade diversion gains will be harder to come by for the rest, and the failed US-China phase 1 deal will be a reminder to the President to be less transactional.
Are you on the right side of Trump's tariff war? The answer is most likely - 'no', unless you are Singapore.
November 19, 2024 at 2:52 AM
Are you on the right side of Trump's tariff war? The answer is most likely - 'no', unless you are Singapore.
Indonesia’s fiscal risks should ease with Indrawati’s reappointment. But her long-fractious relationship with President Prabowo means that they haven’t permanently reset lower. My take for Nikkei Asia.
asia.nikkei.com/Opinion/Indr...
asia.nikkei.com/Opinion/Indr...
Indrawati's reappointment signals fiscal continuity, but risks remain
Returning Indonesian finance minister is known for pushing through politically challenging decisions
asia.nikkei.com
October 22, 2024 at 1:44 AM
Indonesia’s fiscal risks should ease with Indrawati’s reappointment. But her long-fractious relationship with President Prabowo means that they haven’t permanently reset lower. My take for Nikkei Asia.
asia.nikkei.com/Opinion/Indr...
asia.nikkei.com/Opinion/Indr...
September 13, 2024 at 4:11 AM
r* debates abound and India is no exception. But data issues amplify r* measurement challenges in India’s case, making it a doubtful benchmark to gauge the stance of monetary policy or to predict its future.
#EconSky
open.substack.com/pub/asiadeco...
#EconSky
open.substack.com/pub/asiadeco...
September 3, 2024 at 12:59 AM
r* debates abound and India is no exception. But data issues amplify r* measurement challenges in India’s case, making it a doubtful benchmark to gauge the stance of monetary policy or to predict its future.
#EconSky
open.substack.com/pub/asiadeco...
#EconSky
open.substack.com/pub/asiadeco...
Tesla makes about twice as many Model Y vehicles as Model 3s in China. But Model Y has slipped below 2023’s growth pace; momentum for the Model 3 is stronger.
Via CEIC insights www.linkedin.com/pulse/ceic-i...
Via CEIC insights www.linkedin.com/pulse/ceic-i...
August 26, 2024 at 11:27 AM
Tesla makes about twice as many Model Y vehicles as Model 3s in China. But Model Y has slipped below 2023’s growth pace; momentum for the Model 3 is stronger.
Via CEIC insights www.linkedin.com/pulse/ceic-i...
Via CEIC insights www.linkedin.com/pulse/ceic-i...
Foreign Inflows Into Thai Bonds Wobble as Political Risks Grow www.bloomberg.com/news/article...
Foreign Inflows Into Thai Bonds Wobble as Political Risks Grow
Foreign investors may start shying away from Thailand’s sovereign bonds as rising political risk and the prospect of tighter monetary policy in the country reduces their attractiveness.
www.bloomberg.com
August 15, 2024 at 10:18 AM
Foreign Inflows Into Thai Bonds Wobble as Political Risks Grow www.bloomberg.com/news/article...
Reposted by Priyanka Kishore
5/5
For China sustainably to generate more inflation requires structural adjustments that set household income rising faster than production. That's why it is circular to suggest that China can make its economic problems easier to resolve by generating a little more inflation.
For China sustainably to generate more inflation requires structural adjustments that set household income rising faster than production. That's why it is circular to suggest that China can make its economic problems easier to resolve by generating a little more inflation.
August 14, 2024 at 3:27 AM
5/5
For China sustainably to generate more inflation requires structural adjustments that set household income rising faster than production. That's why it is circular to suggest that China can make its economic problems easier to resolve by generating a little more inflation.
For China sustainably to generate more inflation requires structural adjustments that set household income rising faster than production. That's why it is circular to suggest that China can make its economic problems easier to resolve by generating a little more inflation.
Vietnam’s quiet march up the semicon value chain via Nikkei Asia - an interplay of talent and affordability #econsky
asia.nikkei.com/Spotlight/Th...
asia.nikkei.com/Spotlight/Th...
August 14, 2024 at 3:19 AM
Vietnam’s quiet march up the semicon value chain via Nikkei Asia - an interplay of talent and affordability #econsky
asia.nikkei.com/Spotlight/Th...
asia.nikkei.com/Spotlight/Th...
In a year marked with significant economic and geopolitical uncertainties, EM Asia bonds have been relatively resilient. But will this resilience endure as markets continue to navigate shifting outlooks and expectations? #econsky
Focus on Asia's strong macro stories
Guest Interview with Nafez Zouk, Emerging Markets Sovereign Debt Analyst Aviva Investors
open.substack.com
August 13, 2024 at 6:10 AM
In a year marked with significant economic and geopolitical uncertainties, EM Asia bonds have been relatively resilient. But will this resilience endure as markets continue to navigate shifting outlooks and expectations? #econsky
Rising input costs pose another hurdle to Asia's last mile of consumer disinflation and rate cut pivot. The risks to the CPI downtrend are most pronounced in South Korea, India and Japan.
open.substack.com/pub/asiadeco...
open.substack.com/pub/asiadeco...
Asia's PPI has turned a corner
This poses another hurdle to the region's last mile of consumer disinflation and rate cut pivot. The risks to the CPI downtrend are most pronounced in South Korea, India and Japan.
open.substack.com
July 19, 2024 at 12:45 AM
Rising input costs pose another hurdle to Asia's last mile of consumer disinflation and rate cut pivot. The risks to the CPI downtrend are most pronounced in South Korea, India and Japan.
open.substack.com/pub/asiadeco...
open.substack.com/pub/asiadeco...
It has taken just a week for Indonesia to partly walk back on its plan to impose upto 200% tariffs on textile imports from China!
This neither has too many parallels with US-China nor is a blueprint for Asia’s relation with China.
open.substack.com/pub/asiadeco...
This neither has too many parallels with US-China nor is a blueprint for Asia’s relation with China.
open.substack.com/pub/asiadeco...
Macro Bite - Indonesia's proposed China tariffs
The investigation has broadened beyond the textile industry. But the final outcome is likely to be watered down. For Asia's more open economies, the bar for protectionism remains high.
open.substack.com
July 5, 2024 at 7:53 PM
It has taken just a week for Indonesia to partly walk back on its plan to impose upto 200% tariffs on textile imports from China!
This neither has too many parallels with US-China nor is a blueprint for Asia’s relation with China.
open.substack.com/pub/asiadeco...
This neither has too many parallels with US-China nor is a blueprint for Asia’s relation with China.
open.substack.com/pub/asiadeco...
Indonesia’s debt ratios are amongst the lowest for major economies. Should it lean more on fiscal spending to boost growth?
open.substack.com/pub/asiadeco...
open.substack.com/pub/asiadeco...
Why Indonesia should prioritize reforms over debt-fuelled growth
Overreliance on fiscal spending to boost GDP quickly can extract a heavy toll on future growth
open.substack.com
July 4, 2024 at 8:23 AM
Indonesia’s debt ratios are amongst the lowest for major economies. Should it lean more on fiscal spending to boost growth?
open.substack.com/pub/asiadeco...
open.substack.com/pub/asiadeco...