- In one line: A respectable Q4 comeback, to close out 2024.
Miguel Chanco (Chief EM Asia Economist)Emerging Asia
- In one line: A credible pop in growth, Diwali noise aside.
Miguel Chanco (Chief EM Asia Economist)Emerging Asia
- In one line: A modest acceleration, and one that was flattered by Diwali calendar effects.
Miguel Chanco (Chief EM Asia Economist)Emerging Asia
- In one line: So much for the RBI’s “resilient” growth outlook.
Miguel Chanco (Chief EM Asia Economist)Emerging Asia
- In one line: A 3.5-year low; base effects were the main culprit, but momentum is vanishing.
Miguel Chanco (Chief EM Asia Economist)Emerging Asia
- In one line: Boosted—again—by volatile ‘other’ sales.
Miguel Chanco (Chief EM Asia Economist)Emerging Asia
- 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
- In one line: Unwinding of discrepancy boost in Q2 hides early signs of a revival in consumption.
Miguel Chanco (Chief EM Asia Economist)Emerging Asia
- In one line: Relax; the trade balance is stabilising.
Miguel Chanco (Chief EM Asia Economist)Emerging Asia
- In one line: Slow start to Taiwanese retail spending growth in Q3.
Moorthy Krshnan (Senior Asia Economist)Emerging Asia
- In one line: Surplus more than halves, but little reason for concern.
Moorthy Krshnan (Senior Asia Economist)Emerging Asia
- In one line: Two-tier recovery in exports continues.
Moorthy Krshnan (Senior Asia Economist)Emerging Asia
- In one line: Imported inflation puts pressure on commodity inflation.
Moorthy Krshnan (Senior Asia Economist)Emerging Asia
- In one line: Export-led manufacturing recovery powers investment growth.
Moorthy Krshnan (Senior Asia Economist)Emerging Asia
A big bounce in net goods trade will help Thailand's Q2 GDP
Miguel Chanco (Chief EM Asia Economist)Emerging Asia