26 January 2026 Emerging Asia Monitor January sees a solid, if overdue, bounce in India's PMIs; and that's all

India’s flash PMIs for January saw a big bounce in both headlines; no trend-change yet, though…
…Their early Q1 signal points to sub-7.0% GDP growth, and we think it will fall more in Q2 and Q3.
Our final call for Taiwan’s Q4 GDP print is 12.3%, much higher than the 8.4% consensus.

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