EM Asia Datanote: Trade, India, March

• In one line: Little real good news from the smallest deficit in nearly a year.

Miguel Chanco (Chief EM Asia Economist)Emerging Asia

EM Asia Datanote: WPI, India, March

• In one line: A simultaneous easing in manufactured products and fuel & power deflation.

Miguel Chanco (Chief EM Asia Economist)Emerging Asia

EM Asia Datanote: March CPI & February IP, India

• 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

EM Asia Datanote: Trade, Taiwan, March

In one line: Export growth leaps back to double-digits.

Moorthy Krshnan (Senior Asia Economist)Emerging Asia

EM Asia Datanote: CPI, Taiwan, March

In one line: Festive demand-driven increases unwind.

Moorthy Krshnan (Senior Asia Economist)Emerging Asia

EM Asia Datanote: Core Production, India, February

• In one line: A y/y bounce inflated by base effects, but trends at the margin are finally turning.

Miguel Chanco (Chief EM Asia Economist)Emerging Asia

PANTHEON EM ASIA DATA WRAP 26 March 2024

Fundamental pressure on the Thai baht persists

Miguel Chanco (Chief EM Asia Economist)Emerging Asia

EM Asia Datanote: Retail Sales, Taiwan, February

• In one line: Festive spending boosts sales growth. 

Moorthy Krshnan (Senior Asia Economist)Emerging Asia

PANTHEON EM ASIA DATA WRAP 25 March 2024

Lunar New Year demand boosts headline CPI in Singapore 
New tariff adjustment mechanism pushes up utilities inflation in Malaysia

Moorthy Krshnan (Senior Asia Economist)Emerging Asia

PANTHEON EM ASIA DATA WRAP 21 March 2024

India's manufacturing PMI jumps to a 17-year high, but so what?
The rebuild of inflationary pressures in services is becoming harder to ignore

Miguel Chanco (Chief EM Asia Economist)Emerging Asia

PANTHEON EM ASIA DATA WRAP 18 March 2024

Malaysian export growth slumps in February on seasonal effects
Singapore's February exports hide continued recovery in electronics

Moorthy Krshnan (Senior Asia Economist)Emerging Asia

EM Asia Datanote: Trade, India, February

• In one line: A one-off, or is the lumpy slide in non-oil imports finally over?

Miguel Chanco (Chief EM Asia Economist)Emerging Asia

PANTHEON EM ASIA DATA WRAP 15 March 2024

The early 2024 misery in Indonesian exports continues

Miguel Chanco (Chief EM Asia Economist)Emerging Asia

PANTHEON EM ASIA DATA WRAP 14 March 2024

Indonesian retail sales growth remains well below average, despite the January bounce
Upstream core inflation in India is still MIA; great

Miguel Chanco (Chief EM Asia Economist)Emerging Asia

EM Asia Datanote: February CPI & January IP, India

• In one line: Delaying our first RBI rate cut call to August; industry is floundering, forget the H2 2023 ’strength’ in GDP.

Miguel Chanco (Chief EM Asia Economist)Emerging Asia

PANTHEON EM ASIA DATA WRAP 12 March 2024

A decent, if quiet, start to the year for Philippine trade

Miguel Chanco (Chief EM Asia Economist)Emerging Asia

EM Asia Datanote: Trade, Taiwan, February

In one line: Seasonal effects aside, the export growth outlook remains positive.

Moorthy Krshnan (Senior Asia Economist)Emerging Asia

EM Asia Datanote: CPI, Taiwan, February

• In one line: Seasonal impact from the Lunar New Year results in a jump to services inflation.

Moorthy Krshnan (Senior Asia Economist)Emerging Asia

EM Asia Datanote: Bank Negara Malaysia Decision

• In one line: Ringgit weakness worries BNM, but its opting for non-rate measures.

Moorthy Krshnan (Senior Asia Economist)Emerging Asia

PANTHEON EM ASIA DATA WRAP 7 March 2024

The H2 recovery in Philippine sales is stagnating, at best

Miguel Chanco (Chief EM Asia Economist)Emerging Asia