Pantheon Macroeconomics

Best viewed on a device with a bigger screen...

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.
Consistently Right
Access Key Enabled Navigation
Keywords for: 1 Mar 2023 Emerging Asia Monitor

capex, consumption, q4, savings, Pantheon Macro, Pantheon Macroeconomics, independent macro research, independent research, ian shepherdson, economic intelligence