Pantheon Macroeconomics

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  • The RBI stayed on hold, as expected, while its new CPI outlook already looks dated, post-ceasefire…
  • …A smaller diesel-price hike is now likely, and food gains have peaked; we see 2026 CPI at 3.7%.
  • Taiwan’s inflation fell more than expected in March; the CBC‘s red line looks secure, for now.

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Keywords for: 9 April 2026 Emerging Asia Monitor

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