Pantheon Macroeconomics

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16th Jul 2025 10:06Emerging AsiaDaily Monitor

  • Bank Indonesia surprised the thin consensus for a  hold yesterday with its fourth 25bp rate reduction…
  • …We continue to see an end-2025 rate of 4.75%, especially given BI’s rising anxiety over loan growth.
  • Indian net exports were grim in Q2, even with US front-loading, but this won’t be seen year-over-year.

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Keywords for: 17 July 2025 Emerging Asia Monitor

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