Pantheon Macroeconomics

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23rd Mar 2026 19:20Emerging AsiaDaily Monitor
  • India’s PMIs have been softening for a while, but the Iran-war hit is notable, especially in manufacturing…
  • …The complete PMIs for Q1 back our downbeat call for GDP of 6.1%; the long-term outlook is unfazed.
  • Taiwanese retail sales—ex-vehicles—are better than they look; the war is unlikely to hurt tourist inflows.

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Keywords for: 25 March 2026 Emerging Asia Monitor

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