- In one line: Poor economic activity will put a lid on inflation.
Andres Abadia (Senior International Economist)Global
- In one line: Delaying our first RBI rate cut call to August; industry is floundering, forget the H2 2023 ’strength’ in GDP.
Miguel Chanco (Chief EM Asia Economist)Global
- In one line: Still waiting on the onion price correction to show in CPI; the trend in IP growth is clearly one of moderation.
Miguel Chanco (Chief EM Asia Economist)Global
- In one line: Incompatible with prior data, but the downtrend is on track.
Andres Abadia (Senior International Economist)Global
- In one line: Yet another reassuring below-consensus drop in core.
Miguel Chanco (Chief EM Asia Economist)Global
- In one line: An encouraging, but most likely temporary, bounce.
Miguel Chanco (Chief EM Asia Economist)Global
In one line: Korea export growth remains resilient even on a WDA basis
Kelvin Lam (Senior China+ Economist)China+
- In one line: A cautious cut, but bolder action likely will come soon.
Andres Abadia (Senior International Economist)Global
- In one line: Poor economic activity and soft core inflation pressures.
Andres Abadia (Senior International Economist)Global
- In one line: More rate cuts to come, despite the still-cautious tone.
Andres Abadia (Senior International Economist)Global
