Pantheon Macroeconomics

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28th Feb 2023 16:47Emerging Asia, Daily Monitor

  • India’s near-consensus 4.4% Q4 print is misleading, flattered by discrepancies and plunging imports.
  • The softening in consumption is no one-off; last year’s savings drawdown likely is unrepeatable.
  • The strength in capex will be tested this year by higher rates, and excess capacity and inventories.

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Keywords for: 1 Mar 2023 Emerging Asia Monitor

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