Pantheon Macroeconomics

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2nd Mar 2026 18:17Emerging AsiaDaily Monitor
  • We see no need yet to rethink our India CPI and rate calls, as fuel prices are already unnaturally high…
  • …The clearer threat to CPI this year is the slowdown in agri growth; we see February inflation at 3.2%.
  • The pre-Iran-war oil-price gains had barely any impact on industry in India and ASEAN.

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Keywords for: 4 March 2026 Emerging Asia Monitor

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