9 March 2026 Emerging Asia Monitor Taiwan's disinflationary spell likely over, due to Middle East conflict

Taiwanese CPI rose to 1.8% in February, but it’s just Lunar New Year noise; a bigger issue is at hand...
… A likely increase in fuel prices will hit Q2 inflation, though we still expect no rate hike.
Tet noise means that Vietnam’s ‘ weak’ February exports should be ignored; the hot CPI less so.

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