Pantheon Macroeconomics

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  • The November bounce in Indian inflation was due mainly to lingering Diwali-related noise in food…
  • …Supply points to a persistent rise in food CPI in 2026, but low expectations will be a ‘core’ anchor.
  • Malaysian retail sales growth is still flat, but the government is trying to boost tourism for 2026.

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Keywords for: 15 December 2025 Emerging Asia Monitor

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