AMRO：2026年7月东盟+3区域经济展望（AREO）季度更新报告（英文版）

ASEAN+3 is on track to maintain solid growth in the first half of 2026, as robust AI-driven demand offsets headwinds from the prolonged Middle East conflict. Household spending remained firm, supported by favorable labor market conditions and continued income growth, particularly in ASEAN economies (Figure 1). Investment remained resilient, underpinned by rising capital spending in advanced manufacturing and information and communication sectors. Net exports also continued to support growth,