Pantheon Macroeconomics

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  • The H2 oil outlook is still largely improving, but normalising food CPI remains the issue in India…
  • …Reassuringly, inflation expectations are still subdued, and firms are set to swallow higher costs.
  • Taiwanese export growth surprised substantially in March, with electronics still flying.

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Keywords for: 22 April 2026 Emerging Asia Monitor

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