Best viewed on a device with a bigger screen...
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.
This publication is only available to Emerging Asia Economic Research (Monitor) subscribers
business climate index, business sentiment, capex, government, gross fixed capital, household spending, india, inr, June, policy, q2, q2 gdp, q3, q3 gdp, recession, Pantheon Macro, Pantheon Macroeconomics, independent macro research, independent research, ian shepherdson, economic intelligence