- In one line: A December rate cut is only just barely alive; a weak Q3 GDP print could still sway things.
Miguel Chanco (Chief EM Asia Economist)Emerging Asia
- 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
- In one line: So much for the RBI’s “resilient” growth outlook.
Miguel Chanco (Chief EM Asia Economist)Emerging Asia
- 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
- In one line: Boosted—again—by volatile ‘other’ sales.
Miguel Chanco (Chief EM Asia Economist)Emerging Asia
- In one line: DM demand is helping to stabilise the ship.
Miguel Chanco (Chief EM Asia Economist)Emerging Asia
- In one line: Post-duty cut spike in gold imports hits the deficit hard, overshadowing a more confident recovery in real import demand.
Miguel Chanco (Chief EM Asia Economist)Emerging Asia
- In one line: Down to a four-month low, thanks to a broad-based deceleration.
Miguel Chanco (Chief EM Asia Economist)Emerging Asia
- In one line: The improvement in food inflation is real; IP is losing steam, with support from consumer industries fading quickly.
Miguel Chanco (Chief EM Asia Economist)Emerging Asia
- In one line: One trick, AI pony continues to support trade.
Moorthy Krshnan (Senior Asia Economist)Emerging Asia
- In one line: Sticky housing inflation keeps headline elevated.
Moorthy Krshnan (Senior Asia Economist)Emerging Asia
- In one line: Unwinding of discrepancy boost in Q2 hides early signs of a revival in consumption.
Miguel Chanco (Chief EM Asia Economist)Emerging Asia
- In one line: Relax; the trade balance is stabilising.
Miguel Chanco (Chief EM Asia Economist)Emerging Asia
- In one line: Slow start to Taiwanese retail spending growth in Q3.
Moorthy Krshnan (Senior Asia Economist)Emerging Asia
Cooling of Singaporean services inflation prone to reversal
Moorthy Krshnan (Senior Asia Economist)Emerging Asia
- In one line: Surplus more than halves, but little reason for concern.
Moorthy Krshnan (Senior Asia Economist)Emerging Asia
Unsustainable export bounce saves Thai Q2 GDP; domestic demand still lethargic
Miguel Chanco (Chief EM Asia Economist)Emerging Asia
The BSP pulls the trigger… more—and potentially larger—cuts to come in Q4
Indonesia’s small trade surplus isn’t actually that bad, while the stellar y/y rates need to be put into context
Miguel Chanco (Chief EM Asia Economist)Emerging Asia
