2 Dec 2022 Emerging Asia Monitor China's Lockdowns Pose no Big Threat to Disinflation in EM Asia

Indian and ASEAN PMIs show that China’s recent lockdowns are not wrecking supply chains...

...Input price increases continue to moderate markedly region-wide, softening to two-year lows.

Core inflation in Indonesia is showing more signs of stability; a BI pivot to 25bp still is on for this month.