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: Retail Sales, Thailand, April

• In one line: Inflated—yet again—by ‘other’ retail sales; ignore.

Miguel Chanco (Chief EM Asia Economist)Emerging Asia

EM Asia Datanote: Bangko Sentral ng Pilipinas Decision

• In one line: A more dovish hold, unfazed by the peso’s wobble.

Miguel Chanco (Chief EM Asia Economist)Emerging Asia

PANTHEON EM ASIA DATA WRAP 25 June 2024

Malaysian inflation rises on streaming services

Moorthy Krshnan (Senior Asia Economist)Emerging Asia

EM Asia Datanote: Retail Sales, Taiwan, May

• In one line: Weakness in consumer demand remains, despite improvement in headline.

Moorthy Krshnan (Senior Asia Economist)Emerging Asia

PANTHEON EM ASIA DATA WRAP 24 June 2024

Core inflation in Singapore remains unchanged in May, despite headline rise

Moorthy Krshnan (Senior 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

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

EM Asia Datanote: Bank Indonesia Decision

• In one line: A non-event; expect more of the same through Q3.

Miguel Chanco (Chief EM Asia Economist)Emerging Asia

PANTHEON EM ASIA DATA WRAP 20 June 2024

Export growth surprises to the upside, as electronics roar ahead 

Moorthy Krshnan (Senior 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 18 June 2024

Semiconductor export growth makes an impressive recovery in Singapore

Moorthy Krshnan (Senior 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: Central Bank of the Republic of China (Taiwan) Decision

• In one line: Tapping an RRR hike to cool the property market.

Moorthy Krshnan (Senior 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

EM Asia Datanote: Bank of Thailand Decision

• In one line: Fundamentally complacent.

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

EM Asia Datanote: Trade, Taiwan, May

• In one line: Fret not, the recovery in electronics exports is still in place.

Moorthy Krshnan (Senior 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