Pantheon Macroeconomics

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1st Dec 2025 08:58Emerging AsiaDaily Monitor
  • ASEAN’s PMI rose to a 38-month high in November, but a few of the drivers are questionable.
  • Indonesian exports missed badly in October, but  commodities should be more supportive next year.
  • Food disinflation is back in Indonesia, dragging the  headline rate below the consensus for November

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Keywords for: 2 December 2025 Emerging Asia Monitor

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