Pantheon Macroeconomics

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31st Mar 2026 10:38Emerging AsiaDaily Monitor
  • Stagflationary signs were seen in ASEAN’s PMI, as in India, but inflation is a bigger worry for the former.
  • Indonesia’s soft March CPI is a big misdirect; we now see an eventual fuel price hike of 5% this year…
  • …February’s export print was a let-down, but should mark the year’s low, as commodities will soon help.

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Keywords for: 2 April 2026 Emerging Asia Monitor

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