EM Asia Datanote: Retail Sales, Thailand, February

• In one line: A surprising, but somewhat natural, correction.

Miguel Chanco (Chief EM Asia Economist)Emerging Asia

EM Asia Datanote: Core Industries, India, February

• In one line: An overdue—that is, unconcerning—slip.

Miguel Chanco (Chief EM Asia Economist)Emerging Asia

EM Asia Datanote: Trade, India, February

• In one line: Increasingly reassuring trends at the margin.

Miguel Chanco (Chief EM Asia Economist)Emerging Asia

EM Asia Datanote: CPI, India, February

• In one line: Not enough to take 25bp off the table in April.

Miguel Chanco (Chief EM Asia Economist)Emerging Asia

PANTHEON EM ASIA DATA WRAP 28 February 2023

Ignore the flattering y/y Tet noise in Vietnamese two-way trade
The more credible sales print is a very small win
A beneficial unwinding of Tet noise for February CPI

Miguel Chanco (Chief EM Asia Economist)Emerging Asia

PANTHEON EM ASIA DATA WRAP 17 February 2023

Thailand's Q4 was an unmitigated disaster

Miguel Chanco (Chief EM Asia Economist)Emerging Asia

PANTHEON EM ASIA DATA WRAP 15 February 2023

First signs of China's reopening in Indonesian trade

Miguel Chanco (Chief EM Asia Economist)Emerging Asia

PANTHEON EM ASIA DATA WRAP 9 February 2023

A poor end to 2022 for Indonesian retail sales, but stability is around the corner
The beginnings of the end of the stellar run in Philippine sales growth

Miguel Chanco (Chief EM Asia Economist)Emerging Asia

PANTHEON EM ASIA DATA WRAP 8 February 2023

Core inflation is still keeping the RBI on edge

Miguel Chanco (Chief EM Asia Economist)Emerging Asia

PANTHEON EM ASIA DATA WRAP 7 February 2023

Another BSP rate hike, guaranteed

Miguel Chanco (Chief EM Asia Economist)Emerging Asia

PANTHEON EM ASIA DATA WRAP 6 February 2023

Technicalities matter in the Q4 plunge in Indonesian GDP growth
Food disinflation in Thailand has a long way to go

Miguel Chanco (Chief EM Asia Economist)Emerging Asia

PANTHEON EM ASIA DATA WRAP 3 February 2023

A softer start to the year for Indian services, but the price signals are encouraging

Miguel Chanco (Chief EM Asia Economist)Emerging Asia

PANTHEON EM ASIA DATA WRAP 1 February 2023

Too soon to say that ASEAN manufacturing is turning a corner
The December pop in India’s manufacturing PMI was short-lived
More encouragement for a BI pause this month

Miguel Chanco (Chief EM Asia Economist)Emerging Asia

12 Jan 2023 Emerging Asia Monitor Sticking to Our BSP Pause Call, Despite Medalla's Vague Rhetoric

• Reports this week suggest that another BSP rate hike in February of at least 50bp is guaranteed...
• ...But Governor Medalla was notably less committal than in the recent past; we’re still expecting a pause.
• The Q4 GDP data before the Board meeting will be crucial, if our below-consensus 4.6% call is right.

Miguel Chanco (Chief EM Asia Economist)Emerging Asia