Pantheon Macroeconomics

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15th Feb 2023 16:27Emerging Asia, Daily Monitor

  • Indonesian exports easily beat expectations in January, thanks to early signs of China’s bounce...
  • ...But a sustained step up in exports to China will be tough; the commodities drag will dominate in 2023.
  • The likely consolidation of India’s deficit from now will be down more to weak demand, than oil prices.

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Keywords for: 16 Feb 2023 Emerging Asia Monitor

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