- 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
In one line: Festive demand-driven increases unwind.
Moorthy Krshnan (Senior Asia Economist)Emerging Asia
- 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
- In one line: Seasonal impact from the Lunar New Year results in a jump to services inflation.
Moorthy Krshnan (Senior Asia Economist)Emerging Asia
- In one line: Feel free to continue ignoring the rosy headline.
Miguel Chanco (Chief EM Asia Economist)Emerging Asia
- 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
- In one line: The run-up to 2024 was devoid of upward momentum.
Miguel Chanco (Chief EM Asia Economist)Emerging Asia
- In one line: Still-lofty growth remains very exposed to a further slowdown.
Miguel Chanco (Chief EM Asia Economist)Emerging Asia
- In one line: Can’t rely on favourable oil price effects going forward.
Miguel Chanco (Chief EM Asia Economist)Emerging Asia
- 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
- In one line: A new post-pandemic low, but risks to the outlook from imported inflation increase.
Moorthy Krshnan (Senior Asia Economist)Emerging Asia
Pharmaceuticals boost Singaporean exports in November
Moorthy Krshnan (Senior Asia Economist)Emerging Asia
- 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
The seven-month bout of WPI deflation in India comes to an end
Miguel Chanco (Chief EM Asia Economist)Emerging Asia
- 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
Don’t worry too much about the October crash in Philippine exports
Miguel Chanco (Chief EM Asia Economist)Emerging Asia
Encouraging start to Q4 for Indonesian retail sales, but dark clouds loom
Weak start to Malaysian private consumption in Q4
Miguel Chanco (Chief EM Asia Economist)Emerging Asia
The RBI still isn’t showing any appetite for normalisation
Miguel Chanco (Chief EM Asia Economist)Emerging Asia
