In the AI of the Storm: Can Asia Turn the Hardware Boom into Broad-Based Growth?

We investigated four common transmissions: exports, capex, consumption, labor and productivity to gauge AI’s impact on Asia’s economic growth. Exports are the most direct and significant channel through which Asian economies are currently benefiting from the global AI boom. Taiwan and South Korea are key beneficiaries due to their dominance in producing advanced chips and AI servers. Singapore, Vietnam, Malaysia, and Thailand also stand to gain considerably, thanks to a higher share of GDP of tech exports. Inversely, Indonesia and India have the lowest share of tech exports to GDP, leaving the...

イラン紛争が湾岸地域に及ぼす影響をどのように判断するのか、一次的な推定