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Below is a list of our Emerging Asia Publications for the last 6 months. If you are looking for reports older than 6 months please email firstname.lastname@example.org, or contact your account rep
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The unwinding of Delta base effects in India led to a tolerable moderation in GDP growth, to 6.3% in Q3.
But statistical discrepancies flattered the headlines, and the bump in consumption is unrepeatable.
The BoT rate, of 1.25%, likely is the terminal level; its 2023 forecasts inadvertently will justify a pause.
Retail sales in Vietnam sprang back to life in November, breaking from their recent stagnation...
...The job market essentially is as tight as it was pre-Covid, underpinning brisk real wage growth.
GDP growth will still fall sharply this quarter, as Delta base effects unwind and industry ebbs.
We look for a sharper-than-expected fall in Indian GDP growth, to 3.7% in Q3, from 13.5% in Q2...
...A big reversal in Delta-era base effects will be to blame, masking the first quarterly gain since Q4.
Minimum wages in Indonesia could jump by 10% in 2023, but are merely catching up with market rates.
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Emerging Asia Document Vault, Pantheon Macro, Pantheon Macroeconomics, independent macro research, independent research, ian shepherdson, economic intelligence