Pantheon Macroeconomics

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17th Nov 2025 18:50Emerging AsiaDaily Monitor
  • Surging gold imports are only part of the historic blow-out in India’s trade deficit in October…
  • …Real import demand looks to be rocketing too, though INR depreciation should keep this in check.
  • Exports weren’t as weak as their headline plunge suggests, but non-US demand is now wobbling.

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Keywords for: 19 November 2025 Emerging Asia Monitor

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