Pantheon Macroeconomics

Best viewed on a device with a bigger screen...

26th Mar 2026 19:23Emerging AsiaWeekly Monitor
  • The INR fell below the symbolic 94 level versus USD last week; the threat is to growth, not so much CPI.
  • The BSP held at its off-cycle meeting last Thursday, while likely inadvertently setting a high bar for hikes.
  • The global energy shock is hitting inflation harder in Thailand; we’ve raised our 2026 forecast to 0.9%.

PDF

This publication is only available to Emerging Asia (Monitor) subscribers

Related Publications

No results...

Consistently Right
Access Key Enabled Navigation
Keywords for: 30 March 2026 Emerging Asia

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