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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 email@example.com, or contact your account rep
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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.
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Emerging Asia Document Vault, Pantheon Macro, Pantheon Macroeconomics, independent macro research, independent research, ian shepherdson, economic intelligence