Pantheon Macroeconomics

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20th Jan 2026 11:09Emerging AsiaDaily Monitor
  • Bank Indonesia remained on hold yesterday, a position we expect to continue for all of 2026…
  • …Worries over BI’s independence seem overblown; note its sovereign debt holding is no longer rising.
  • Core IP in India firmed up more in December, but Q4 on the whole, and the details are uninspiring.

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Keywords for: 22 January 2026 Emerging Asia Monitor

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