Pantheon Macroeconomics

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8th Jan 2026 19:59Emerging AsiaWeekly Monitor
  • Taiwan’s AI boom is losing momentum, with December seeing the first cooling in exports…
  • …Export growth will continue to slow in 2026, due to high base effects, despite aggressive AI spending.
  • Malaysian retail sales growth slid in December, but this probably won’t matter much for Q4 GDP.

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Keywords for: 12 January 2026 Emerging Asia Monitor

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