The six-month spell of Thai deflation comes to an end
Miguel Chanco (Chief EM Asia Economist)Emerging Asia
- In one line: Food inflation finally turns a corner; more of this, please.
Miguel Chanco (Chief EM Asia Economist)Global
- In one line: Export-oriented manufacturers continue to underperform.
Miguel Chanco (Chief EM Asia Economist)Global
Export-oriented ASEAN manufacturers continue to underperform
Food inflation in Indonesia finally turns a corner; more of this, please
Miguel Chanco (Chief EM Asia Economist)Emerging Asia
- In one line: Decent, and the drag from refined petroleum products should reverse in the short run.
Miguel Chanco (Chief EM Asia Economist)Emerging Asia
- In one line: Back down to earth, and likely more pain ahead.
Miguel Chanco (Chief EM Asia Economist)Emerging Asia
Downward pressure on the Thai baht continues to intensify
Correction in Vietnamese exports bleeds into Q2
Ignore the headline; retail sales growth in Vietnam is still wobbling
Expect a further leg up in Vietnamese inflation in May, the likely peak
Miguel Chanco (Chief EM Asia Economist)Emerging Asia
- In one line: A strong—but dumb—policy response.
Miguel Chanco (Chief EM Asia Economist)Global
Firmer employment cushions a marginal softening in orders and output in India’s April manufacturing PMI
India’s services PMI remains comfortably above 60; thankfully, April saw an easing in price pressures
Singapore's inflation outlook remains challenging, depsite the March drop
Miguel Chanco (Chief EM Asia Economist)Emerging Asia
- In one line: Things are suddenly turning up for exports.
Miguel Chanco (Chief EM Asia Economist)Global
Things are suddenly turning up for Indonesian exports
Miguel Chanco (Chief EM Asia Economist)Emerging Asia
- In one line: Little real good news from the smallest deficit in nearly a year.
Miguel Chanco (Chief EM Asia Economist)Emerging Asia
- In one line: A simultaneous easing in manufactured products and fuel & power deflation.
Miguel Chanco (Chief EM Asia Economist)Emerging Asia
- In one line: LPG price cut pulls inflation down below 5% for the first time since October; don’t be fooled by the jolt in IP growth.
Miguel Chanco (Chief EM Asia Economist)Global
- In one line: LPG price cut pulls inflation down below 5% for the first time since October; don’t be fooled by the jolt in IP growth.
Miguel Chanco (Chief EM Asia Economist)Emerging Asia
Base effects are masking lacklustre momentum in Philippine trade
Miguel Chanco (Chief EM Asia Economist)Emerging Asia
- In one line: Independence sufficiently proven, prep for a June cut.
Miguel Chanco (Chief EM Asia Economist)Global
- In one line: Independence sufficiently proven, prep for a June cut.
Miguel Chanco (Chief EM Asia Economist)Emerging Asia