PANTHEON EM ASIA DATA WRAP 14 January 2025

Expect a quieter year for Indian WPI inflation in 2025

Miguel Chanco (Chief EM Asia Economist)Emerging Asia

EM Asia Datanote: CPI, India, December

• In one line: Carpet being rolled out for a February rate cut.

Miguel Chanco (Chief EM Asia Economist)Emerging Asia

PANTHEON EM ASIA DATA WRAP 10 January 2025

Indonesian sales growth should at least settle at a floor, shortly

Miguel Chanco (Chief EM Asia Economist)Emerging Asia

PANTHEON EM ASIA DATA WRAP 9 January 2025

Real import demand in the Philippines was due a correction

Miguel Chanco (Chief EM Asia Economist)Emerging Asia

PANTHEON EM ASIA DATA WRAP 7 January 2025

Huge revisions put a more positive spin on Philippine sales
Oil-sensitive components drive the December rise in inflation

Miguel Chanco (Chief EM Asia Economist)Emerging Asia

PANTHEON EM ASIA DATA WRAP 6 January 2025

A scorching end to 2024 for Vietnamese services
Exports in Vietnam are once again finding their feet
Not buying the five-month high in Vietnamese sales growth
Vietnamese inflation stays under 3% for a fourth month
Turnaround in Thai transportation & communication CPI should soon peak

Miguel Chanco (Chief EM Asia Economist)Emerging Asia

PANTHEON EM ASIA DATA WRAP 2 January 2025

December manufacturing let down by developed ASEAN
Reassuringly unchanged readings for Indonesian CPI to close out 2024

Miguel Chanco (Chief EM Asia Economist)Emerging Asia

EM Asia Datanote: November CPI & October IP, India

• In one line: No major surprises; red carpet being relaid for rate cuts.

Miguel Chanco (Chief EM Asia Economist)Emerging Asia

EM Asia Datanote: October CPI & September IP, India

• 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

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

EM Asia Datanote: August CPI & July IP, India

• 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

EM Asia Datanote: CPI, Taiwan, August

• In one line: Sticky housing inflation keeps headline elevated.

Moorthy Krshnan (Senior Asia Economist)Emerging Asia

EM Asia Datanote: CPI, Taiwan, July

• In one line: Imported inflation puts pressure on commodity inflation.

Moorthy Krshnan (Senior Asia Economist)Emerging Asia