EM Asia Datanote: Retail Sales, Thailand, March

• In one line: Further confirmation that the January pop was a one-off.

Miguel Chanco (Chief EM Asia Economist)Emerging Asia

EM Asia Datanote: March IP & April CPI, India

• In one line: No reason for the RBI to resume hiking in these conditions.

Miguel Chanco (Chief EM Asia Economist)Emerging Asia

EM Asia Datanote: Core Industries, India, March

• In one line: Watch out; electricity output falls y/y for the first time since 2020.

Miguel Chanco (Chief EM Asia Economist)Emerging Asia

EM Asia Datanote: WPI, India, March

• In one line: More encouraging signs for the softening in core CPI.

Miguel Chanco (Chief EM Asia Economist)Emerging Asia

PANTHEON EM ASIA DATA WRAP 30 March 2023

Forget the seasonal noise, Thai trade is making a comeback

Miguel Chanco (Chief EM Asia Economist)Emerging Asia

PANTHEON EM ASIA DATA WRAP 29 March 2023

Vietnam's Q1 wasn’t as bad as the headlines suggest
The terms of trade data make it easier to swallow what was a poor Q1 for exports
A solid finish to the quarter by households
The stickiness in core will keep the SBV guarded, for now

Miguel Chanco (Chief EM Asia Economist)Emerging Asia

PANTHEON EM ASIA DATA WRAP 24 March 2023

Malaysia's inflation remains flat on higher food prices

Moorthy Krshnan (Senior Asia Economist)Emerging Asia

PANTHEON EM ASIA DATA WRAP 23 March 2023

Inflation falls in Singapore, raising hopes that it has peaked

Moorthy Krshnan (Senior Asia Economist)Emerging Asia

PANTHEON EM ASIA DATA WRAP 20 March 2023

Malaysia's trade growth jumps in February, but it's mostly from base effects

Moorthy Krshnan (Senior Asia Economist)Emerging Asia

PANTHEON EM ASIA DATA WRAP 17 March 2023

Falling electronics exports are hammering Singaporean export growth

Moorthy Krshnan (Senior Asia Economist)Emerging Asia

PANTHEON EM ASIA DATA WRAP 15 March 2023

Ignore the surplus jump, Indonesian trade continues to wobble

Miguel Chanco (Chief EM Asia Economist)Emerging Asia

PANTHEON EM ASIA DATA WRAP 14 March 2023

Philippine exports go from bad to worse
Upstream core price pressures in India continue to dissipate 

Miguel Chanco (Chief EM Asia Economist)Emerging Asia

PANTHEON EM ASIA DATA WRAP 13 March 2023

Signs of a slowdown appear in Malaysian retail sales

Moorthy Krshnan (Senior Asia Economist)Emerging Asia

PANTHEON EM ASIA DATA WRAP 8 March 2023

A poor start to the year for Indonesian retail sales
The January pop in Philippine sales growth is only half the story

Miguel Chanco (Chief EM Asia Economist)Emerging Asia

PANTHEON EM ASIA DATA WRAP 7 March 2023

All the BoT needs to hit the pause button
Paving the way for a BSP pivot to 25bp this month

Miguel Chanco (Chief EM Asia Economist)Emerging Asia

PANTHEON EM ASIA DATA WRAP 3 March 2023

India’s services PMI leaps to a new post-Covid high

Miguel Chanco (Chief EM Asia Economist)Emerging Asia

PANTHEON EM ASIA DATA WRAP 2 March 2023

A solid start to 2023 for Thai trade, Lunar New Year effects aside

Miguel Chanco (Chief EM Asia Economist)Emerging Asia

PANTHEON EM ASIA DATA WRAP 1 March 2023

ASEAN manufacturing is regaining momentum, no thanks to the region’s DMs
India’s PMI remains solid, and price pressures still are broadly under control
The surge in Indonesian food inflation should be temporary; core is behaving

Miguel Chanco (Chief EM Asia Economist)Emerging Asia