Pantheon Macroeconomics

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4th Feb 2026 10:21Emerging AsiaDaily Monitor
  • Indonesian Q4 GDP growth beat expectations, at 5.4%, and is likely closer to 7.0% in reality…
  • …Consumption is the real hero, not investment; we’ve upgraded our 2026 growth forecast to 5.1%.
  • The leap in inflation in January was quite deceptive; calm food prices force us to cut our 2026 call.

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Keywords for: 6 February 2026 Emerging Asia Monitor

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