Pantheon Macroeconomics

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15th Jan 2026 18:39Emerging AsiaWeekly Monitor
  • Malaysia’s Q4 GDP growth beat expectations, at 5.7%, largely because of export manufacturing...
  • …This bolsters our call for the BNM to hold rates this Thursday, saving policy space for later.
  • We think economic growth should be stronger in 2026, but this is contingent on the AI boom.

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Keywords for: 19 January 2026 Emerging Asia Monitor

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