East Asia Econ

East Asia Today

Charts on the impact on CPI and fiscal positions of policies to control energy prices, the BOJ's updates of some of the core elements of its framework, and growth in Taiwan, which was very strong in 2025, but might have accelerated even further in early 2026.

Paul Cavey

Mar 30, 2026 • 2 min read

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Region – policies to control energy prices

Some charts on regional energy supply and government attempts to cushion the impact of rising energy prices since 2022. Rough rule of thumb: spending 1% of GDP on energy subsidies leads to a reduction in headline CPI inflation of around 1ppt.

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Last week, next week

This week's three themes: 1) rising inflation despite government attempts to hold prices down; 2) growth that might be starting to wobble but hasn't clearly turned down yet; and 3) huge uncertainty about the direction of events in the Middle East.

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East Asia Today

The impact of the oil price spike is starting to be seen, with inflation expectations rising and sentiment falling in the business survey in Korea, and the consumer survey in Taiwan. Also today, 10-day exports and underlying inflation in Japan, and profits in China. In total, 24 charts.