Pantheon Macroeconomics

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12th Jun 2025 18:14Emerging AsiaWeekly Monitor

  • Malaysian retail sales moderated in April; we are worried about its failure to reach pre-Covid levels.
  • Debt is high, but this shouldn’t risk the outlook for long-term sales, as most of it is secured borrowing.
  • Indonesian sales faltered in April; the mini-stimulus won’t help, especially with confidence tanking.

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Keywords for: 16 June 2025 Emerging Asia Monitor

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