9 February 2026 Emerging Asia Monitor This RBI pause will stick; prepare for a quiet year, barring any shocks

The RBI pressed pause this month, and we believe it will be at least a year before we see any rate action.
The 2025 Tet holiday flattered Vietnam’s trade data; exports continue to cool, but a soft landing is likely.
Philippine sale s data indicate that the economy turned a corner in the middle of the abysmal Q4.

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