- In one line: Food disinflation is intensifying.
Miguel Chanco (Chief EM Asia Economist)Global
- In one line: Exports—alone—steal the show in Q1, papering over a continued slowdown in domestic demand.
Miguel Chanco (Chief EM Asia Economist)Emerging Asia
- In one line: A reassuring bounce in exports narrows the Songkran-adjusted deficit substantially.
Miguel Chanco (Chief EM Asia Economist)Emerging Asia
India’s lofty manufacturing PMI is becoming more well-rounded
India’s unreliable flash services PMI is still plateauing
Higher utilities inflation in Singapore offsets food disinflation in April
Miguel Chanco (Chief EM Asia Economist)Emerging Asia
- In one line: The calm after last month’s madness.
Miguel Chanco (Chief EM Asia Economist)Global
Don’t hang your hat on Thailand’s market-beating Q1 GDP print
Malaysian export recovery still in play despite headline trade figures likely falling in May
Miguel Chanco (Chief EM Asia Economist)Emerging Asia
- In one line: The deficit miss isn’t that bad, seasonal effects aside; don’t put too much stock into the jump in imports.
Miguel Chanco (Chief EM Asia Economist)Emerging Asia
- In one line: A poorer start to Q2 than suggested by the already-soft headline rates.
Miguel Chanco (Chief EM Asia Economist)Global
A poorer start to Q2 for Indonesian trade than suggested by the already-soft headlines
Miguel Chanco (Chief EM Asia Economist)Emerging Asia
- In one line: A 13-month high, as upstream deflationary forces wane.
Miguel Chanco (Chief EM Asia Economist)Emerging Asia
Will the Q1 strength in Indonesian sales carry over to Q2?
Miguel Chanco (Chief EM Asia Economist)Emerging Asia
- In one line: Food inflation remains frustratingly sticky; clearer signs that core has bottomed-out.
Miguel Chanco (Chief EM Asia Economist)Global
- In one line: Food inflation remains frustratingly sticky; clearer signs that core has bottomed-out.
Miguel Chanco (Chief EM Asia Economist)Emerging Asia
- In one line: Soft, as we cautioned, and the big picture isn’t looking great either.
Miguel Chanco (Chief EM Asia Economist)Global
- In one line: Soft, as we cautioned, and the big picture isn’t looking great either.
Miguel Chanco (Chief EM Asia Economist)Emerging Asia