Economists' forecasts for January export growth range from 45.3% to 52.5% on year, following a 43.4% increase in December. Continued heavy AI-related capital spending by global technology firms is expected to support exports and growth.
Revised fourth-quarter 2025 GDP data and 2026 growth guidance are due Friday. After preliminary figures showed the economy expanded 8.63% in 2025, the revised data could confirm Taiwan's fastest growth in 15 years.
India
India will release January inflation data on Thursday. Citi expects headline consumer-price inflation to rise to 2.9% on year from a revised 2.0% in December under the new base year, with most of the increase driven by higher gold prices.
Trade data is due Friday. ANZ expects goods exports and imports to rise 1.2% and 6.3% on year, respectively, with the trade deficit at $26.4 billion.
"Goods export growth is too volatile to extract a definitive signal, although the weakness relative to other Asian peers-particularly those engaged in technology?related exports-is evident," ANZ Research's Dhiraj Nim said. India's free-trade agreements should support medium-term export growth, while the U.S.-India trade deal has reduced uncertainty, Nim added.
Singapore
Singapore will release revised four-quarter and full-year GDP figures on Tuesday, after posting stronger-than-expected growth in 2025, supported by manufacturing and construction industries. Advance estimates showed full-year GDP growth of 4.8% and fourth-quarter growth of 5.7% on year.
DBS economists expect GDP growth to be revised to 6.4% on year and 2.5% on quarter on a seasonally adjusted basis, from the advance estimates of 5.7% and 1.9%, respectively.
"The data will also confirm resilient services activities, supported by trade-related and modern services sectors, while the construction boom was intact amid support from public and private sector projects," they said.
On Thursday, Prime Minister Lawrence Wong will deliver the 2026 budget statement, marking the first under a new cabinet and coming at a time of profound shifts in global developments, UOB economist Jester Koh said.
The budget is expected to include targeted support for low-income households, measures to ease cost pressures for businesses, as well as initiatives to help firms adopt AI and expand overseas, said Maybank Securities.
Malaysia
Malaysia's central bank will release the final fourth-quarter 2025 GDP print on Friday.
BofA Securities expects growth to remain in line with the advance estimate of 5.7%. A clearer picture should emerge by Feb. 10, after the release of full quarterly industrial production and services data, which together account for more than 80% of GDP components.
Investors will pay close attention to the central bank governor's remarks at the GDP press conference for any shift in policy tone or changes in the balance of growth risks.
Any references to days are in local times.
Write to Jessica Fleetham at jessica.fleetham@wsj.com and Fabiana Negrin Ochoa at fabiana.negrinochoa@wsj.com / Jihye Lee at jihye.lee@wsj.com
(END) Dow Jones Newswires
02-08-26 1614ET
