EM Asia Datanote: Trade, India, September

• In one line: Thank a big reversal in the August leap in gold imports.

Miguel Chanco (Chief EM Asia Economist)Emerging Asia

EM Asia Datanote: Bank Indonesia Decision

• In one line: Expect easing to resume in November.

Miguel Chanco (Chief EM Asia Economist)Emerging Asia

EM Asia Datanote: Bank of Thailand Decision

• In one line: The overdue turn we’ve been waiting for; expect another follow-up cut in December.

Miguel Chanco (Chief EM Asia Economist)Emerging Asia

EM Asia Datanote: Bangko Sentral ng Pilipinas Decision

• In one line: Many more cuts to come, and potentially larger ones from December.

Miguel Chanco (Chief EM Asia Economist)Emerging Asia

EM Asia Datanote: CPI, India, September

• In one line: Blame the continued reversal of helpful food base effects; m/m trends are still improving.

Miguel Chanco (Chief EM Asia Economist)Emerging Asia

PANTHEON EM ASIA DATA WRAP 15 October 2024

A quiet end to Q3 for Indonesian two-way trade

Miguel Chanco (Chief EM Asia Economist)Emerging Asia

EM Asia Datanote: WPI, India, September

• In one line: Primary articles inflation bounces on lower base effects, but underlying inflation remains muted.

Miguel Chanco (Chief EM Asia Economist)Emerging Asia

EM Asia Datanote: Industrial Production, India, August

• In one line: So much for the RBI’s “resilient” growth outlook.

Miguel Chanco (Chief EM Asia Economist)Emerging Asia

PANTHEON EM ASIA DATA WRAP 10 October 2024

Philippine exports are finally staging a real comeback at the margin

Miguel Chanco (Chief EM Asia Economist)Emerging Asia

PANTHEON EM ASIA DATA WRAP 9 October 2024

No cut, but the sea change in RBI policy is here
Indonesian retail sales growth recovers to a five-month high

Miguel Chanco (Chief EM Asia Economist)Emerging Asia

PANTHEON EM ASIA DATA WRAP 8 October 2024

The ongoing run of positive Philippine sales growth is fragile

Miguel Chanco (Chief EM Asia Economist)Emerging Asia

PANTHEON EM ASIA DATA WRAP 7 October 2024

Base effects from late-2023 utility cuts lead modest headline uptick in Thai inflation

Miguel Chanco (Chief EM Asia Economist)Emerging Asia

PANTHEON EM ASIA DATA WRAP 4 October 2024

Below-target range inflation effectively guarantees another BSP cut this month

Miguel Chanco (Chief EM Asia Economist)Emerging Asia

PANTHEON EM ASIA DATA WRAP 1 October 2024

Export-oriented manufacturers in ASEAN hit a speed-bump at the end of Q3
Much more food disinflation ahead in Indonesia

Miguel Chanco (Chief EM Asia Economist)Emerging Asia

EM Asia Datanote: Core IP, India, August

• In one line: A 3.5-year low; base effects were the main culprit, but momentum is vanishing.

Miguel Chanco (Chief EM Asia Economist)Emerging Asia

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: Customs Trade, Thailand, August

• In one line: DM demand is helping to stabilise the ship.

Miguel Chanco (Chief EM Asia Economist)Emerging Asia

PANTHEON EM ASIA DATA WRAP 23 September 2024

The moderation in India’s PMIs continues, as they end Q3 on a soft note
Food disinflation pushed down Malaysian inflation in August
Singaporean headline inflation falls in August, despite a pick-up in core

Miguel Chanco (Chief EM Asia Economist)Emerging Asia

EM Asia Datanote: Central Bank of the Republic of China (Taiwan) Decision

• In one line: Heating housing market concerns continue to haunt the CBC.

Moorthy Krshnan (Senior Asia Economist)Emerging Asia

PANTHEON EM ASIA DATA WRAP 19 September 2024

Falling trade balance hides pick-up in Malaysian export momentum

Moorthy Krshnan (Senior Asia Economist)Emerging Asia