Pantheon Macroeconomics

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7th Aug 2025 18:01Emerging AsiaWeekly Monitor

  • Taiwan’s exports defied expectations in July, rising 42.0% after June’s already-high 33.7% growth.
  • Consensus should have it just right for India’s July CPI; early-August data suggest this was the low.
  • This week’s BoT meeting is ‘live’; we think the Bank will hold fire in spite of the majority view for a cut.

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Keywords for: 11 August 2025 Emerging Asia Monitor

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