- In one line: No cuts until inflation is comfortably below target; that is, in Q2.
Miguel Chanco (Chief EM Asia Economist)Emerging Asia
- In one line: Can’t rely on favourable oil price effects going forward.
Miguel Chanco (Chief EM Asia Economist)Emerging Asia
- In one line: Exports are improving, but demand still isn’t firing on all fronts.
Miguel Chanco (Chief EM Asia Economist)Global
Indonesian exports are improving, but demand still isn’t firing on all fronts
Plenty of reassuring details from India’s December WPI
Miguel Chanco (Chief EM Asia Economist)Emerging Asia
- In one line: The CPI report has yet to pick-up the correction in onion prices; don’t panic over the Diwali-related crash in IP growth.
Miguel Chanco (Chief EM Asia Economist)Global
- In one line: The CPI report has yet to pick-up the correction in onion prices; don’t panic over the Diwali-related crash in IP growth.
Miguel Chanco (Chief EM Asia Economist)Emerging Asia
Indonesian sales growth is barely keeping its head above water
A welcome widening of the Philippines’ trade deficit in November
Miguel Chanco (Chief EM Asia Economist)Emerging Asia
The fledgling U-turn in Philippine sales is already losing steam
Miguel Chanco (Chief EM Asia Economist)Emerging Asia
India’s PMIs for Q4, overall, point to sub-6% GDP growth
Singaporean consumer demand looks subdued, despite the November jump in sales growth
Deflation in Thailand deepens, but December should be the low
Philippine inflation returns to the target range, finally
Miguel Chanco (Chief EM Asia Economist)Emerging Asia
- In one line: The H2 rise in food inflation is finally over.
Miguel Chanco (Chief EM Asia Economist)Global
- In one line: Entering 2024 with negative momentum.
Miguel Chanco (Chief EM Asia Economist)Global
- In one line: We told you not to panic about October’s record deficit; you’re welcome.
Miguel Chanco (Chief EM Asia Economist)Emerging Asia
- In one line: The next move is a cut, and could come as early as Q1.
Miguel Chanco (Chief EM Asia Economist)Global
- In one line: The next move is a cut, and could come as early as Q1.
Miguel Chanco (Chief EM Asia Economist)Emerging Asia
The seven-month bout of WPI deflation in India comes to an end
Miguel Chanco (Chief EM Asia Economist)Emerging Asia
- In one line: The worst of the recent food price surge is over; Diwali calendar effects flatter October IP massively.
Miguel Chanco (Chief EM Asia Economist)Global
- In one line: The worst of the recent food price surge is over; Diwali calendar effects flatter October IP massively.
Miguel Chanco (Chief EM Asia Economist)Emerging Asia
