Pantheon Macroeconomics

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30th Aug 2025 11:05Emerging AsiaWeekly Monitor

  • India’s ‘strong’ Q2 GDP, at 7.8%, was in large part down to a big, positive swing from discrepancies.
  • The data for Q3 so far point to another 7.0% print, at least; we now see full-year GDP growth at this pace.
  • We’ve cut our 2026 GDP growth forecast markedly, to 6.0%, taking into account the likely US tariff hit.

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Keywords for: 1 September 2025 Emerging Asia Monitor

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