EM Asia Datanote: Bank Indonesia Decision

• In one line: Another month, another hold; we still see cuts in Q4.

Miguel Chanco (Chief EM Asia Economist)Emerging Asia

PANTHEON EM ASIA DATA WRAP 17 July 2024

Disappointing Q2 end for Singaporean NODX

Moorthy Krshnan (Senior Asia Economist)Emerging Asia

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

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

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

PANTHEON EM ASIA DATA WRAP 12 July 2024

Improving external demand supports Singapore's consensus-beating Q2 GDP

Moorthy Krshnan (Senior Asia Economist)Emerging Asia

EM Asia Datanote: Bank Negara Malaysia Decision

• In one line: Optimistic on growth but increased uncertainty on inflation.

Moorthy Krshnan (Senior Asia Economist)Emerging Asia

PANTHEON EM ASIA DATA WRAP 11 July 2024

Malaysian retail sales growth picks up in May

Moorthy Krshnan (Senior 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

EM Asia Datanote: Trade, Taiwan, June

• In one line: Blowing the consensus out of the water.

Moorthy Krshnan (Senior 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

EM Asia Datanote: CPI, Taiwan, June

• In one line: Faster goods inflation pushes up the headline. 

Moorthy Krshnan (Senior 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 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

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