- In one line: Gold imports correct sharply—again—but their broad trend is upwards.
Miguel Chanco (Chief EM Asia Economist)Emerging Asia
- In one line: Another leap in gold imports drags the deficit to a fresh low.
Miguel Chanco (Chief EM Asia Economist)Emerging Asia
- In one line: Oil imports are seeing an impressive—but likely temporary—revival.
Miguel Chanco (Chief EM Asia Economist)Emerging Asia
- In one line: Thank a big reversal in the August leap in gold imports.
Miguel Chanco (Chief EM Asia Economist)Emerging Asia
- In one line: DM demand is helping to stabilise the ship.
Miguel Chanco (Chief EM Asia Economist)Emerging Asia
- In one line: Post-duty cut spike in gold imports hits the deficit hard, overshadowing a more confident recovery in real import demand.
Miguel Chanco (Chief EM Asia Economist)Emerging Asia
- In one line: One trick, AI pony continues to support trade.
Moorthy Krshnan (Senior Asia Economist)Emerging Asia
- In one line: Relax; the trade balance is stabilising.
Miguel Chanco (Chief EM 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