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Several regional trends were visible even before the US elections：（i）exports had bottomed，（ii）a modest recovery in commodity prices was helping beleaguered exporters without creating inflation fears，（iii）investment demand was poor but receiving support from public infrastructure projects，and（iv）despite capital outflow，FX weakness，and some rise in rates，funding conditions were comfortable.With PPIs rising on the back of recovering commodity prices，Asia’s best inflation readings may well be behind，but the risk of an inflation spurt in the near term is limited，in our view.Capacity utilization is low，energy price levels are still at very comfortable territory，and food prices have been at bay for a while.These conditions will likely remain in place through 2017，in our view.Short of a major inflation shock in the US or financial crisis in China，Asia does not look highly vulnerable even in a less friendly environment.
20170113-DEUTSCHE_BANK-ASIA_ECONOMICS_MONTHLY：NAVIGATING_THE_BUMPS_AHEAD-842244.pdf
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