- In one line: Oil imports are seeing an impressive—but likely temporary—revival.
Miguel Chanco (Chief EM Asia Economist)Emerging Asia
- In one line: Thank a big reversal in the August leap in gold imports.
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: One trick, AI pony continues to support trade.
Moorthy Krshnan (Senior Asia Economist)Emerging Asia
- In one line: Relax; the trade balance is stabilising.
Miguel Chanco (Chief EM Asia Economist)Emerging Asia
- In one line: Surplus more than halves, but little reason for concern.
Moorthy Krshnan (Senior Asia Economist)Emerging Asia
- In one line: Two-tier recovery in exports continues.
Moorthy Krshnan (Senior Asia Economist)Emerging Asia
- 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
- In one line: Blowing the consensus out of the water.
Moorthy Krshnan (Senior Asia Economist)Emerging Asia
- In one line: A not-so-emphatic return to the black, once adjusted for seasonality.
Miguel Chanco (Chief EM Asia Economist)Emerging Asia
- In one line: Deficit hit by lagged oil-price effects, which will now unwind.
Miguel Chanco (Chief EM Asia Economist)Emerging Asia
- In one line: Fret not, the recovery in electronics exports is still in place.
Moorthy Krshnan (Senior Asia Economist)Emerging Asia
- In one line: A reassuring bounce in exports narrows the Songkran-adjusted deficit substantially.
Miguel Chanco (Chief EM Asia Economist)Emerging Asia
- In one line: The deficit miss isn’t that bad, seasonal effects aside; don’t put too much stock into the jump in imports.
Miguel Chanco (Chief EM Asia Economist)Emerging Asia
