EM Asia Datanote: Retail Sales, Thailand, July

• In one line: Boosted—again—by volatile ‘other’ sales.

Miguel Chanco (Chief EM Asia Economist)Emerging Asia

EM Asia Datanote: August CPI & July IP, India

• In one line: The improvement in food inflation is real; IP is losing steam, with support from consumer industries fading quickly.

Miguel Chanco (Chief EM Asia Economist)Emerging Asia

EM Asia Datanote: Q2 GDP and July Core Production, India

• In one line: Unwinding of discrepancy boost in Q2 hides early signs of a revival in consumption.

Miguel Chanco (Chief EM Asia Economist)Emerging Asia

EM Asia Datanote: Customs Trade, Thailand, July

• In one line: Relax; the trade balance is stabilising.

Miguel Chanco (Chief EM Asia Economist)Emerging Asia

PANTHEON EM ASIA DATA WRAP 26 July 2024

A big bounce in net goods trade will help Thailand's Q2 GDP

Miguel Chanco (Chief EM Asia Economist)Emerging Asia

PANTHEON EM ASIA DATA WRAP 24 July 2024

A punchy start to Q3 for India's PMIs

Miguel Chanco (Chief EM Asia Economist)Emerging Asia

PANTHEON EM ASIA DATA WRAP 15 July 2024

June slip in Indonesian export growth should be short-lived

Miguel Chanco (Chief EM Asia Economist)Emerging Asia

PANTHEON EM ASIA DATA WRAP 10 July 2024

Base effects pull Philippine trade growth back down to earth

Miguel Chanco (Chief EM Asia Economist)Emerging Asia

PANTHEON EM ASIA DATA WRAP 9 July 2024

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

PANTHEON EM ASIA DATA WRAP 5 July 2024

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

PANTHEON EM ASIA DATA WRAP 1 July 2024

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