Pantheon Macroeconomics

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3rd Nov 2025 09:25Emerging AsiaDaily Monitor
  • India’s real GST collection growth in October was flat, at best, showing no post-cut pop in spending.
  • Recovering Chinese demand is helping to keep Indonesian export growth lofty, but big risks linger.
  • We have raised our 2026 inflation forecast for Indonesia to 3.1%, in light of the firm October reads.

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Keywords for: 4 November 2025 Emerging Asia Monitor

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