EM Asia Datanote: Retail Sales, Thailand, November

• In one line: Still-lofty growth remains very exposed to a further slowdown.

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: CPI, Malaysia, November

• In one line: A new post-pandemic low, but risks to the outlook from imported inflation increase.

Moorthy Krshnan (Senior Asia Economist)Emerging Asia

EM Asia Datanote: Trade, India, November

• In one line: We told you not to panic about October’s record deficit; you’re welcome.

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

PANTHEON EM ASIA DATA WRAP 29 November 2023

Vietnam’s export recovery remains intact, heading into 2024
The contradictory headline rates aside, retail sales growth is clearly regaining momentum
No power price pop to see in November CPI

Miguel Chanco (Chief EM Asia Economist)Emerging Asia

PANTHEON EM ASIA DATA WRAP 27 November 2023

ASEAN is carrying the nascent recovery in Thai exports on its back

Miguel Chanco (Chief EM Asia Economist)Emerging Asia

PANTHEON EM ASIA DATA WRAP 23 November 2023

Inflation in Singapore spikes on base effects and record COEs

Moorthy Krshnan (Senior Asia Economist)Emerging Asia

PANTHEON EM ASIA DATA WRAP 20 November 2023

A massive, but perverse, net trade boost saves Thai Q3 GDP from a complete car crash
Export growth in Malaysia jumps even, as it remains flat in nominal terms 

Miguel Chanco (Chief EM Asia Economist)Emerging Asia

PANTHEON EM ASIA DATA WRAP 17 November 2023

Momentum in Singaporean exports builds, supported by base effects

Moorthy Krshnan (Senior Asia Economist)Emerging Asia

PANTHEON EM ASIA DATA WRAP 15 November 2023

A solid start to Q4 for Indonesian exports

Miguel Chanco (Chief EM Asia Economist)Emerging Asia

PANTHEON EM ASIA DATA WRAP 14 November 2023

WPI deflation in India should cease this month

Miguel Chanco (Chief EM Asia Economist)Emerging Asia

PANTHEON EM ASIA DATA WRAP 9 November 2023

Government spending saves the Philippines’ Q3 GDP
Philippine sales entered Q4 with encouraging momentum
Indonesian retail sales will be ending 2023 still below the pre-Covid level

Miguel Chanco (Chief EM Asia Economist)Emerging Asia

PANTHEON EM ASIA DATA WRAP 7 November 2023

Proof that the BSP’s out-of-cycle rate hike was rash
The Philippines’ smallest deficit in almost a year isn’t exactly good news

Miguel Chanco (Chief EM Asia Economist)Emerging Asia

PANTHEON EM ASIA DATA WRAP 6 November 2023

Indonesia’s Q3 GDP miss is worse than it looks
The government’s fuel price cuts brings about deflation in Thailand

Miguel Chanco (Chief EM Asia Economist)Emerging Asia