Pantheon Macroeconomics

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13th Feb 2024 19:22Emerging AsiaDaily Monitor

  • Indian IP stuttered at the end of last year, implying no repeat in Q4 GDP of manufacturing’s heroics.
  • The RAI’s retail sales data remain weak, pointing to a continuation of below-par consumption growth.
  • We’ll be raising our Q4 GDP growth forecast to about 5.5%, still well below the 6%-plus consensus.

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Keywords for: 15 February 2024 Emerging Asia Monitor

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