PANTHEON EM ASIA DATA WRAP 24 October 2024

India’s PMIs start Q4 on a cautiously better note, after the September carnage

Miguel Chanco (Chief EM Asia Economist)Emerging Asia

EM Asia Datanote: CPI, India, September

• In one line: Blame the continued reversal of helpful food base effects; m/m trends are still improving.

Miguel Chanco (Chief EM Asia Economist)Emerging Asia

PANTHEON EM ASIA DATA WRAP 15 October 2024

A quiet end to Q3 for Indonesian two-way trade

Miguel Chanco (Chief EM Asia Economist)Emerging Asia

PANTHEON EM ASIA DATA WRAP 10 October 2024

Philippine exports are finally staging a real comeback at the margin

Miguel Chanco (Chief EM Asia Economist)Emerging Asia

PANTHEON EM ASIA DATA WRAP 9 October 2024

No cut, but the sea change in RBI policy is here
Indonesian retail sales growth recovers to a five-month high

Miguel Chanco (Chief EM Asia Economist)Emerging Asia

PANTHEON EM ASIA DATA WRAP 8 October 2024

The ongoing run of positive Philippine sales growth is fragile

Miguel Chanco (Chief EM Asia Economist)Emerging Asia

PANTHEON EM ASIA DATA WRAP 7 October 2024

Base effects from late-2023 utility cuts lead modest headline uptick in Thai inflation

Miguel Chanco (Chief EM Asia Economist)Emerging Asia

PANTHEON EM ASIA DATA WRAP 4 October 2024

Below-target range inflation effectively guarantees another BSP cut this month

Miguel Chanco (Chief EM Asia Economist)Emerging Asia

PANTHEON EM ASIA DATA WRAP 1 October 2024

Export-oriented manufacturers in ASEAN hit a speed-bump at the end of Q3
Much more food disinflation ahead in Indonesia

Miguel Chanco (Chief EM Asia Economist)Emerging Asia

EM Asia Datanote: August CPI & July IP, India

• In one line: The improvement in food inflation is real; IP is losing steam, with support from consumer industries fading quickly.

Miguel Chanco (Chief EM Asia Economist)Emerging Asia

EM Asia Datanote: CPI, Taiwan, August

• In one line: Sticky housing inflation keeps headline elevated.

Moorthy Krshnan (Senior Asia Economist)Emerging Asia

EM Asia Datanote: CPI, Taiwan, July

• In one line: Imported inflation puts pressure on commodity inflation.

Moorthy Krshnan (Senior Asia Economist)Emerging Asia

EM Asia Datanote: June CPI & May IP, India

• In one line: Vegetable prices are rearing their ugly head, again; industry is back to a two-track growth, this time with consumer durables racing ahead.

Miguel Chanco (Chief EM Asia Economist)Emerging Asia

EM Asia Datanote: CPI, Taiwan, June

• In one line: Faster goods inflation pushes up the headline. 

Moorthy Krshnan (Senior Asia Economist)Emerging Asia

EM Asia Datanote: CPI, Thailand, June

• In one line: Should be just a temporary drop below the BoT’s target range.

Miguel Chanco (Chief EM Asia Economist)Emerging Asia

EM Asia Datanote: May CPI & April IP, India

• In one line: Some green shoots on food inflation; IP appears to be breaking out of its recent stagnation.

Miguel Chanco (Chief EM Asia Economist)Emerging Asia

EM Asia Datanote: CPI, Taiwan, May

• In one line: Goods inflation U-turns, while services inflation remains sticky.

Moorthy Krshnan (Senior 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

EM Asia Datanote: CPI, Taiwan, April

• In one line: Food disinflation offsets impact from electricity tariff rise.

Moorthy Krshnan (Senior 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