AMRO warns AI asset repricing could trigger tighter credit in ASEAN+3
AMRO, the regional surveillance body, said in its ASEAN+3 Financial Stability Report released on Oct 5 that a sharp repricing of AI-related assets could trigger broader market corrections, forced deleveraging and tighter credit conditions across ASEAN+3. Stronger AI-related exports and investment support the region's 2027 growth forecast of 4.1 percent. AMRO Chief Economist Dong He said the AI investment cycle is supporting regional activities, though "domestic demand remains uneven."
NoteA regional surveillance body naming AI asset repricing as a channel for forced deleveraging and tighter credit means ASEAN+3 lenders exposed to AI-linked borrowers should treat a global AI correction as a credit event as much as a market one.
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