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Below is a list of our Emerging Asia Publications for the last 6 months. If you are looking for reports older than 6 months please email firstname.lastname@example.org, or contact your account rep
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Indian and ASEAN PMIs show that China’s recent lockdowns are not wrecking supply chains...
...Input price increases continue to moderate markedly region-wide, softening to two-year lows.
Core inflation in Indonesia is showing more signs of stability; a BI pivot to 25bp still is on for this month.
ASEAN industry is losing momentum rapidly, heading into 2023
Price pressures in Indian manufacturing are back to square one
Food disinflation in Indonesia remains the gift that keeps giving
The unwinding of Delta base effects in India led to a tolerable moderation in GDP growth, to 6.3% in Q3.
But statistical discrepancies flattered the headlines, and the bump in consumption is unrepeatable.
The BoT rate, of 1.25%, likely is the terminal level; its 2023 forecasts inadvertently will justify a pause.
Retail sales in Vietnam sprang back to life in November, breaking from their recent stagnation...
...The job market essentially is as tight as it was pre-Covid, underpinning brisk real wage growth.
GDP growth will still fall sharply this quarter, as Delta base effects unwind and industry ebbs.
Vietnamese trade in November wasn't as grim as the headlines suggest
Consumers finally are showing signs of life
Inflation will rise more sharply soon, as transport disinflation has bottomed-out
Thailand’s customs trade deficit fell to just $597M in October, thanks to still-helpful seasonal effects...
...This masked an immediate reversal of the unsustainable bounce in exports in September.
Falling imports—in nominal and real terms—likely will drive the “improvement” in the trade balance.
An unwelcome narrowing of Thailand's trade deficit
We look for a sharper-than-expected fall in Indian GDP growth, to 3.7% in Q3, from 13.5% in Q2...
...A big reversal in Delta-era base effects will be to blame, masking the first quarterly gain since Q4.
Minimum wages in Indonesia could jump by 10% in 2023, but are merely catching up with market rates.
Thailand's main driver—inventories—is unsustainable
A deceptively reassuring start to Q4 for Indonesian trade
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