EM Asia Datanote: Trade, India, June

• 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

EM Asia Datanote: WPI, India, June

• In one line: Likely the peak for 2024, barring any fresh shocks.

Miguel Chanco (Chief EM Asia Economist)Emerging Asia

EM Asia Datanote: June CPI & May IP, India

• 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

EM Asia Datanote: CPI, Thailand, June

• In one line: Should be just a temporary drop below the BoT’s target range.

Miguel Chanco (Chief EM Asia Economist)Emerging Asia

PANTHEON EM ASIA DATA WRAP 21 June 2024

A decent end to Q2 for India's sky-high, if questionable, PMIs

Miguel Chanco (Chief EM Asia Economist)Emerging Asia

PANTHEON EM ASIA DATA WRAP 19 June 2024

Q2 exports in Indonesia now look salvageable

Miguel Chanco (Chief EM Asia Economist)Emerging Asia

PANTHEON EM ASIA DATA WRAP 11 June 2024

Indonesia’s Ramadan demand this year ends with a whimper
Malaysian retail sales growth slows in April, despite friendly base effects
We’ll swallow the Philippines' big April deficit, as imports showed signs of life

Miguel Chanco (Chief EM Asia Economist)Emerging Asia

PANTHEON EM ASIA DATA WRAP 7 June 2024

An RBI cut in August now certainly looks off the table
The policy-induced upswing in Thai inflation shouldn’t bother the MPC
Don’t put too much stock into the April leap in Philippine sales

Miguel Chanco (Chief EM Asia Economist)Emerging Asia

PANTHEON EM ASIA DATA WRAP 4 June 2024

ASEAN’s main exporters are finally staging a revival… slowly

Miguel Chanco (Chief EM Asia Economist)Emerging Asia

PANTHEON EM ASIA DATA WRAP 3 June 2024

Food disinflation in Indonesia is intensifying

Miguel Chanco (Chief EM Asia Economist)Emerging Asia