Pantheon Macroeconomics

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20th Jul 2023 18:03Emerging Asia, Weekly Monitor

  • Indian GDP growth for Q2 should be hit hard by net trade, especially with services honeymoon ending...
  • ...But part of the story is some much-needed stability in imports; the 2022 rupee squeeze is over.
  • GST still points to a slowdown in domestic demand, though leading indicators look to be bottoming out.

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Keywords for: 24 July 2023 Emerging Asia Monitor

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