EM Asia Datanote: CPI, Malaysia, November

• In one line: A new post-pandemic low, but risks to the outlook from imported inflation increase.

Moorthy Krshnan (Senior Asia Economist)Emerging Asia

PANTHEON EM ASIA DATA WRAP 19 December 2023

Malaysian exports tumble on weak electronics

Moorthy Krshnan (Senior Asia Economist)Emerging Asia

20 December 2023 Emerging Asia Monitor November Drop in Malaysian Export Growth Nothing to Worry About

• Malaysian export growth fell in November, but this was expected, due to unfriendly base effects…
• … And it should not be extrapolated as a sign of slowing export growth momentum.
• Headline growth in December will likely increase on the back of a turnaround in electronics exports.

Moorthy Krshnan (Senior Asia Economist)Emerging Asia

19 December 2023 Emerging Asia Monitor Reasons for Optimism in Singapore's 2024 Export Outlook

• Singaporean export growth finally returned to the black in November after 13 months…
• …But the recovery is likely to be gradual, as weak demand weighs on the pace of inventory clearance.
• The slow march in electronics exports will likely show more strongly next year.

Moorthy Krshnan (Senior Asia Economist)Emerging Asia

PANTHEON EM ASIA DATA WRAP 18 December 2023

Pharmaceuticals boost Singaporean exports in November

Moorthy Krshnan (Senior Asia Economist)Emerging Asia