PANTHEON EM ASIA DATA WRAP 5 January 2024

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

PANTHEON EM ASIA DATA WRAP 3 January 2024

India's manufacturing PMI falls to an 18-month low

Miguel Chanco (Chief EM Asia Economist)Emerging Asia

PANTHEON EM ASIA DATA WRAP 2 January 2024

Jump in Singaporean GDP growth in Q4 was powered by a rebound in manufacturing
ASEAN entered 2024 with negative momentum
The H2 rise in Indonesian food inflation is finally over

Moorthy Krshnan (Senior Asia Economist)Emerging Asia

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

EM Asia Datanote: November CPI & October IP, India

• 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

EM Asia Datanote: CPI, India, October

• In one line: Slowing core inflation will make the next few months of headline stubbornness easier to swallow.

Miguel Chanco (Chief EM Asia Economist)Emerging Asia