Pantheon Macroeconomics

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  • BI stood pat yesterday, as widely expected; we see one final cut in December and RRR easing in 2026.
  • Singaporean export growth leapt unexpectedly in October, but leading indicators remain very soft.
  • Malaysian exports are finally benefiting from the AI boom, as they surged by 15.7% in October.

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Keywords for: 20 November 2025 Emerging Asia Monitor

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