Pantheon Macroeconomics

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5th Aug 2025 10:31Emerging AsiaDaily Monitor

  • The RBI stood pat this month, commendabl­y in the wake of the tariff outcry; we still see one more cut.
  • Vietnamese exports comfortably beat expectations in July, but US front-loading looks finally to be over.
  • Taiwan inflation edged up, on higher education and entertainment costs, though this is likely temporary.

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Keywords for: 7 August 2025 Emerging Asia Monitor

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