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: Core IP, India, May

• In one line: Steady, but downside risks linger.

Miguel Chanco (Chief EM Asia Economist)Emerging Asia

EM Asia Datanote: Customs Trade, Thailand, May

• In one line: A not-so-emphatic return to the black, once adjusted for seasonality.

Miguel Chanco (Chief EM Asia Economist)Emerging Asia

EM Asia Datanote: Trade, India, May

• In one line: Deficit hit by lagged oil-price effects, which will now unwind.

Miguel Chanco (Chief EM Asia Economist)Emerging Asia

EM Asia Datanote: WPI, India, May

• In one line: Upstream core price pressures are now clearly reviving.

Miguel Chanco (Chief EM Asia Economist)Emerging Asia

EM Asia Datanote: May CPI & April IP, India

• In one line: Some green shoots on food inflation; IP appears to be breaking out of its recent stagnation.

Miguel Chanco (Chief EM Asia Economist)Emerging Asia

PANTHEON EM ASIA DATA WRAP 23 May 2024

India’s lofty manufacturing PMI is becoming more well-rounded
India’s unreliable flash services PMI is still plateauing
Higher utilities inflation in Singapore offsets food disinflation in April

Miguel Chanco (Chief EM Asia Economist)Emerging Asia

PANTHEON EM ASIA DATA WRAP 20 May 2024

Don’t hang your hat on Thailand’s market-beating Q1 GDP print
Malaysian export recovery still in play despite headline trade figures likely falling in May

Miguel Chanco (Chief EM Asia Economist)Emerging Asia

PANTHEON EM ASIA DATA WRAP 15 May 2024

A poorer start to Q2 for Indonesian trade than suggested by the already-soft headlines

Miguel Chanco (Chief EM Asia Economist)Emerging Asia