EM Asia Datanote: Core Production, India, March

• In one line: Decent, and the drag from refined petroleum products should reverse in the short run.

Miguel Chanco (Chief EM Asia Economist)Emerging Asia

PANTHEON EM ASIA DATA WRAP 29 April 2024

Downward pressure on the Thai baht continues to intensify
Correction in Vietnamese exports bleeds into Q2
Ignore the headline; retail sales growth in Vietnam is still wobbling
Expect a further leg up in Vietnamese inflation in May, the likely peak

Miguel Chanco (Chief EM Asia Economist)Emerging Asia

PANTHEON EM ASIA DATA WRAP 23 April 2024

Firmer employment cushions a marginal softening in orders and output in India’s April manufacturing PMI
India’s services PMI remains comfortably above 60; thankfully, April saw an easing in price pressures
Singapore's inflation outlook remains challenging, depsite the March drop

Miguel Chanco (Chief EM Asia Economist)Emerging Asia

PANTHEON EM ASIA DATA WRAP 22 April 2024

Things are suddenly turning up for Indonesian exports

Miguel Chanco (Chief EM Asia Economist)Emerging Asia

PANTHEON EM ASIA DATA WRAP 11 April 2024

Base effects are masking lacklustre momentum in Philippine trade

Miguel Chanco (Chief EM Asia Economist)Emerging Asia

EM Asia Datanote: Core Production, India, February

• In one line: A y/y bounce inflated by base effects, but trends at the margin are finally turning.

Miguel Chanco (Chief EM Asia Economist)Emerging Asia

EM Asia Datanote: Q4 GDP and January Core Production, India

• In one line: We repeat; forget the discrepancy-inflated headline, India’s main engine is still stuttering.

Miguel Chanco (Chief EM Asia Economist)Emerging Asia

EM Asia Datanote: Core Production, India, December

• In one line: The run-up to 2024 was devoid of upward momentum.

Miguel Chanco (Chief EM Asia Economist)Emerging Asia

EM Asia Datanote: Q3 GDP and October Core Production, India

• In one line: Q3 was better than Q2, but the headline continues to be flattered absurdly by statistical discrepancies.

Miguel Chanco (Chief EM Asia Economist)Emerging Asia

EM Asia Datanote: Industrial Production, India, September

• In one line: A broad-based moderation, as favourable base effects reverse partially.

Miguel Chanco (Chief EM Asia Economist)Emerging Asia