Pantheon Macroeconomics

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9th May 2024 20:16Emerging AsiaWeekly Monitor

  • Taiwan’s export recover y is increasingly dependent on a continuation of US investment in AI.
  • BNM is now likely to be on hold for the rest of 2024, as planned subsidy cuts bring upside risks to CPI.
  • Falling real wage growth in Malaysia should soon star t dragging noticeably on retail sales growth.

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Keywords for: 13 May 2024 Emerging Asia Monitor

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