牛津经济研究院：2026政策掌舵：亚洲政府事务职能的战略新义研究报告（英文版）（14页）.pdf

1、POLICY IN THE DRIVING SEAT:WHAT IT MEANS FOR GOVERNMENT AFFAIRS IN ASIAFEBRUARY 20263Policy in the Driving Seat:What It Means for Government Affairs in Asia2This shift is not driven by a single new policy issue,but by a broader change in the economic context in which businesses operate.Tighter fisca

2、l constraints,heightened domestic political pressures,rapid technological changeparticularly around AIand a more fragmented global trade and investment system are increasing the economic weight of policy choices.As a result,economic risk and opportunity are now more tightly bound to policy decisions

3、,elevating the strategic importance of Government Affairs functions within international businesses.This report examines how these dynamics are playing out across Asia,and what they imply for businesses operating in this more policy-driven phase of the economic cycle.Drawing on Oxford Economics macr

4、oeconomic analysis,findings from the Oxford Economics Government Affairs Leaders Survey 2026,and insights from our Global Corporate Outlook Survey,it explores how policy choices are increasingly shaping economic conditions,corporate priorities,and government engagement.Why this economic cycle is dif

5、ferent for Government AffairsDespite a volatile global backdrop,Asia remains a central growth engine for the global economy.In the Global Corporate Outlook Survey,41%of respondents expect the strongest demand growth to be in India and Southeast Asia in 2026,ahead of North America and China.However,t

6、his growth outlook is increasingly conditioned by policy choices rather than purely market forces.Executives cite policy uncertainty as a more significant concern than financial market volatility,underscoring the extent to which policy has become a primary channel through which macroeconomic conditi