Pantheon Macroeconomics

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29th Aug 2023 19:28Emerging Asia, Daily Monitor

  • GDP growth in India leapt to 7.8% in Q2, as widely expected, but discrepancies flattered massively.
  • Consumption was the only real bright spot on a quarterly basis; this strength will buckle in H2.
  • More moderate capex growth is also in store, as companies still have enough capacity and stock.

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Keywords for: 1 September 2023 Emerging Asia Monitor

Pantheon Macro, Pantheon Macroeconomics, independent macro research, independent research, ian shepherdson, economic intelligence