Pantheon Macroeconomics

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8th Jul 2022 15:14Emerging Asia, Daily Monitor, Weekly Monitor

New capex projects in India continue to recover, but we’re far from convinced the boom times are back.

President Marcos’ historic win saw no immediate spark in business sentiment and investment plans.

The signal from Vietnam’s Q2 BCI for Q3 GDP won’t materialise, but the former is telling the right story.

business climate index business sentiment capex government gross fixed capital household spending india inr June policy q2 q2 gdp q3 q3 gdp recession

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Keywords for: India's Capex Pipeline is Growing, but Beware of Headline Amounts

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