Pantheon Macroeconomics

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21st Apr 2023 14:48Emerging Asia, Weekly Monitor

  • Singaporean electronics exports surprised to the upside in march, appearing to have bottomed out.
  • The increase in Chinese demand is helpful, but we do not expect this to cause a sustained recovery...
  • ...As end-producers still hold on to record high stocks and demand in other markets moderates 

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Keywords for: 24 Apr 2023 Emerging Asia Monitor

chinese demand, electronics, exports, markets, stocks, Pantheon Macro, Pantheon Macroeconomics, independent macro research, independent research, ian shepherdson, economic intelligence