PANTHEON EM ASIA DATA WRAP 15 May 2024

A poorer start to Q2 for Indonesian trade than suggested by the already-soft headlines

Miguel Chanco (Chief EM Asia Economist)Emerging Asia

PANTHEON EM ASIA DATA WRAP 14 May 2024

Will the Q1 strength in Indonesian sales carry over to Q2?

Miguel Chanco (Chief EM Asia Economist)Emerging Asia

EM Asia Datanote: CPI, India, April

• In one line: Food inflation remains frustratingly sticky; clearer signs that core has bottomed-out.

Miguel Chanco (Chief EM Asia Economist)Emerging Asia

PANTHEON EM ASIA DATA WRAP 9 May 2024

A very quiet start to the year for the Philippine economy, especially in private domestic demand
Malaysian retail sales growth rises in March, despite a drop in wholesale growth

Miguel Chanco (Chief EM Asia Economist)Emerging Asia

PANTHEON EM ASIA DATA WRAP 8 May 2024

The H2 2023 recovery in Philippine sales hit a big speed-bump in Q1
Not the kind of deficit reduction we’d like to see

Miguel Chanco (Chief EM Asia Economist)Emerging Asia

PANTHEON EM ASIA DATA WRAP 7 May 2024

April CPI stays unexpectedly within the BSP's target range

Miguel Chanco (Chief EM Asia Economist)Emerging Asia

PANTHEON EM ASIA DATA WRAP 3 May 2024

The six-month spell of Thai deflation comes to an end

Miguel Chanco (Chief EM Asia Economist)Emerging Asia

PANTHEON EM ASIA DATA WRAP 2 May 2024

Export-oriented ASEAN manufacturers continue to underperform
Food inflation in Indonesia finally turns a corner; more of this, please

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: 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

EM Asia Datanote: January CPI & December IP, India

• In one line: Still waiting on the onion price correction to show in CPI; the trend in IP growth is clearly one of moderation.

Miguel Chanco (Chief EM Asia Economist)Emerging Asia

EM Asia Datanote: December CPI & November IP, India

• In one line: The CPI report has yet to pick-up the correction in onion prices; don’t panic over the Diwali-related crash in IP growth.

Miguel Chanco (Chief EM 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