Pantheon Macroeconomics

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26th Feb 2024 10:06Emerging Asia, Daily Monitor

  • We expect a sharper slowdown in Q4 Indian GDP growth than consensus, to 5.6% from 7.6% in Q3...
  • ...The main blow will likely come from capex hitting a wall, while the discrepancies lift should fade further.
  • Lunar New Year noise played a lot of tricks on Thai trade data for January; read this for the real story.

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Keywords for: 27 February 2024 Emerging Asia Monitor

Pantheon Macro, Pantheon Macroeconomics, independent macro research, independent research, ian shepherdson, economic intelligence