A big bounce in net goods trade will help Thailand's Q2 GDP
Miguel Chanco (Chief EM Asia Economist)Emerging Asia
- In one line: Another month, another hold; we still see cuts in Q4.
Miguel Chanco (Chief EM Asia Economist)Emerging Asia
- In one line: Overdue crash in oil imports masks a further—welcome—rise in non-oil imports.
Miguel Chanco (Chief EM Asia Economist)Emerging Asia
- In one line: Likely the peak for 2024, barring any fresh shocks.
Miguel Chanco (Chief EM Asia Economist)Emerging Asia
June slip in Indonesian export growth should be short-lived
Miguel Chanco (Chief EM Asia Economist)Emerging Asia
- In one line: Vegetable prices are rearing their ugly head, again; industry is back to a two-track growth, this time with consumer durables racing ahead.
Miguel Chanco (Chief EM Asia Economist)Emerging Asia
Base effects pull Philippine trade growth back down to earth
Miguel Chanco (Chief EM Asia Economist)Emerging Asia
How long will the bounce in Indonesian sales last with confidence fading?
Philippine sales growth continues to fluctuate wildly around zero
Miguel Chanco (Chief EM Asia Economist)Emerging Asia
- In one line: Should be just a temporary drop below the BoT’s target range.
Miguel Chanco (Chief EM Asia Economist)Emerging Asia
The turn in Philippine inflation is finally here
Vehicle sales in Singapore continue to flatter headline retail sales
Miguel Chanco (Chief EM Asia Economist)Emerging Asia
ASEAN manufacturing ends H1 on a solid note
Food disinflation in Indonesia intensifies, returning the headline rate back to BI’s target
Miguel Chanco (Chief EM Asia Economist)Emerging Asia
- In one line: Inflated—yet again—by ‘other’ retail sales; ignore.
Miguel Chanco (Chief EM Asia Economist)Emerging Asia
- In one line: A more dovish hold, unfazed by the peso’s wobble.
Miguel Chanco (Chief EM Asia Economist)Emerging Asia
- In one line: A not-so-emphatic return to the black, once adjusted for seasonality.
Miguel Chanco (Chief EM Asia Economist)Emerging Asia
A decent end to Q2 for India's sky-high, if questionable, PMIs
Miguel Chanco (Chief EM Asia Economist)Emerging Asia
- In one line: A non-event; expect more of the same through Q3.
Miguel Chanco (Chief EM Asia Economist)Emerging Asia
- In one line: Deficit hit by lagged oil-price effects, which will now unwind.
Miguel Chanco (Chief EM Asia Economist)Emerging Asia