Pantheon Macroeconomics

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15th Dec 2025 18:36Emerging AsiaDaily Monitor
  • India’s PMIs continued to roll over in December, altogether pointing to a Q4 GDP growth U-turn…
  • …The future output sub-index is going from bad to worse, adding weight to our downbeat 2026 view.
  • A plunge in gold imports drove the shrinkage of the trade gap last month, but US exports are bouncing.

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Keywords for: 17 December 2025 Emerging Asia Monitor

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