Pantheon Macroeconomics

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15th Jan 2024 20:50Emerging AsiaDaily Monitor

  • Net trade will likely shave 0.4pp off Indonesia's Q4 GDP growth, supporting our soft 4.7% forecast...
  • ...But the underlying trends are positive; import base effects and stalling tourism will be to blame.
  • India’s trade gap has narrowed swiftly from the record low in October; we examine the main drivers.

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Keywords for: 17 January 2024 Emerging Asia Monitor

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