A brief spell of policy-induced deflation is around the corner in Thailand
Very soft, but March should be the low for Philippine inflation this year
Miguel Chanco (Chief EM Asia Economist)Emerging Asia
- In one line: The nascent improvement is far from comprehensive.
Miguel Chanco (Chief EM Asia Economist)Global
The nascent improvement in ASEAN manufacturing is far from comprehensive
Miguel Chanco (Chief EM Asia Economist)Emerging Asia
- In one line: Blame mainly an unsurprising reversal of the January jump in petroleum products.
Miguel Chanco (Chief EM Asia Economist)Emerging Asia
- In one line: First red ink since mid-2023, as the inexplicable lift from ‘other’ sales continues to unwind.
Miguel Chanco (Chief EM Asia Economist)Emerging Asia
Philippine trade takes a breather after a fast start to 2025
Miguel Chanco (Chief EM Asia Economist)Emerging Asia
- In one line: Keeping its powder dry, but we’re not quite sure why.
Miguel Chanco (Chief EM Asia Economist)Global
- In one line: Keeping its powder dry, but we’re not quite sure why.
Miguel Chanco (Chief EM Asia Economist)Emerging Asia
- In one line: No need to panic over the nosedive in imports.
Miguel Chanco (Chief EM Asia Economist)Emerging Asia
- In one line: Blame mainly softer fuel & power deflation; headline disinflation is just around the corner.
Miguel Chanco (Chief EM Asia Economist)Emerging Asia
- In one line: February export pop isn’t so black and white.
Miguel Chanco (Chief EM Asia Economist)Global
Indonesia’s February export pop isn’t so black and white
Miguel Chanco (Chief EM Asia Economist)Emerging Asia
- In one line: Food disinflation strikes again; consumer non-durables IP stages a partial rebound.
Miguel Chanco (Chief EM Asia Economist)Global
- In one line: Food disinflation strikes again; consumer non-durables IP stages a partial rebound.
Miguel Chanco (Chief EM Asia Economist)Emerging Asia
- In one line: A not-too-damning payback from the modest front-running, pre-VAT hike.
Miguel Chanco (Chief EM Asia Economist)Emerging Asia
- In one line: Dragged down by transportation and communication base effects.
Miguel Chanco (Chief EM Asia Economist)Emerging Asia
Philippine sales growth remains sturdy, but the remittance lift should soon reverse
Miguel Chanco (Chief EM Asia Economist)Emerging Asia
Finally seeing signs of US front-loading in Vietnamese exports, Tet noise aside
Ignore the official slip, sales growth strengthened in February
Food inflation noesdives with the help of residual Tet noise
Miguel Chanco (Chief EM Asia Economist)Emerging Asia
