Pantheon Macroeconomics

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19th Jan 2026 16:02Emerging AsiaDaily Monitor
  • Malaysian exports blew past expectations in December; analysts underestimated the AI boom...
  • …We have upgraded our 2026 GDP forecast, as we think AI demand will remain firm for some time.
  • Malaysia’s inflation ticked up in December, but we consider this a one-off not a re-acceleration.

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Keywords for: 21 January 2026 Emerging Asia Monitor

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