The IMF raised its 2026 growth forecast for Asia-Pacific to 4.8% (from 4.4%) and 2027 to 4.4%, driven by exports and intra-regional trade, with AI-linked tech goods leading. The IMF says ASEAN's energy intensity is about 7% of GDP, so a prolonged oil shock would push up production costs and inflation. It also warns that governments have limited fiscal room and that central banks may need to raise rates if price pressure persists. For a Thai SME, this is background: keep energy and financing costs in your budget assumptions, but no immediate action is required from this report alone.
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