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[BUSINESS] · Vietnam, Malaysia, Thailand, Philippines, China · 18 sources

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Part of situation: Asia-Pacific economic growth outlook (3 clusters)

East Asia and Pacific growth forecast raised to 4.5% on AI boom

AI export boom East Asia economic growth World Bank forecast semiconductor demand global public debt

The World Bank has raised its 2026 growth forecast for the East Asia and Pacific region to 4.5%, driven largely by a surge in artificial intelligence-related exports. Among major economies, Vietnam saw the most significant upward revision, with its growth forecast increased by 1.1 percentage points to 7.4%. Other notable revisions include Malaysia and Thailand, both seeing 0.7 percentage point increases.

However, the Bank warned that this growth is heavily concentrated in the AI value chain. AI-related products accounted for more than half of export growth in most regional economies and over 70% in Malaysia, the Philippines, Thailand, and Vietnam. Consequently, the region remains vulnerable to a potential reversal in global technology spending.

Separately, IMF Managing Director Kristalina Georgieva highlighted global economic pressures, noting a tug-of-war between a positive demand shock from AI and a negative energy supply shock. She also warned that global public debt is on track to exceed 100% of global GDP, creating significant fiscal challenges for many nations.

Entities

East Asia and Pacific · East Asia and the Pacific · IMF · International Monetary Fund · Kristalina Georgieva · Samsung Electronics · Vietnam · World Bank · World Bank Group

Claims

What the coverage asserts, and how many sources carry each claim.

Sources

Svjetska banka povećala prognoze rasta ali i upozorila na rizike povezane s AI, posebno u Aziji [biznis.me]
APO Productivity Databook 2026 Highlights Asia’s Continued Economic Expansion [laosnewswire.com]
IMF upozorava na dva velika udara koji mijenjaju svjetsku ekonomiju [n1info.ba]
World Development Report 2026: How Can AI Improve the Delivery of Public Services? [www.thefuturist.co]
IMF warns of AI, energy and debt crosscurrents [bhaskarlive.in]
More South Koreans Express Concern Over Chinese Imports Under the China-Korea FTA – Chinascope [chinascope.org]
Kinh tế Việt Nam: Tăng tốc hướng tới tăng trưởng hai con số [baoquocte.vn]
World Bank Raises East Asia Growth Forecast to 4. 5%, Warns of AI Risks [internewscast.com]
World Bank: AI Goods Were 70%+ of Export Growth in 4 Nations - FourWeekMBA [fourweekmba.com]
Why ASEAN’s DEFA Matters: A Conversation with Mario Masaya [saisobserver.org]
US Manufacturing Trends: Demand, Inventory, and AI Over the Past 3 Years Blog for Manufacturers and Distributors [www.mrpeasy.com]
Asia-Pacific Moves to Strengthen Digital Cooperation Amid Rising Cyber Risks [businessbhutan.bt]
Roundup: Trade defies tariffs / Mortgage rates climb / Porsche scales back [www.businessreport.com]
Kinh tế Việt Nam tăng tốc nhờ 'làn sóng' AI [kienthuc.net.vn]
World Bank Raises East Asia Growth Forecast on AI Boom, Warns of Sharp Downside Risk [www.tekedia.com]
FMI: Georgieva diz que mundo vive cabo de guerra entre choque de energia e boom de IA [tnonline.uol.com.br]
Kinh tế Trung Quốc dự báo tăng 4,4% trong quý III [vtv.vn]
Global AI Hardware Demand Powers East Asia Growth Beyond World Bank Forecasts [www.pymnts.com]