Pantheon Macroeconomics

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4th May 2026 12:40Emerging AsiaWeekly Monitor
  • Our heat maps show only India is feeling the war’s pinch, highlighting its Middle East exposure…
  • …By contrast, the main exporters are still going strong; no signs yet of the chip boom losing steam.
  • The RBI’s surveys show Indian consumer sentiment is already wobbling even without fuel-price rises.

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Keywords for: 5 May 2026 Emerging Asia Monitor

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