Pantheon Macroeconomics

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9th Sep 2024 11:56Emerging AsiaDaily Monitor

  • Electronics to the US for AI-related investment continue to support Taiwanese export growth…
  • …This demand is likely to remain firm, but its strong performance hides weakness elsewhere.
  • The July fall in Malaysian retail sales growth is more likely stabilisation, rather than real weakness.

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Keywords for: 10 September 2024 Emerging Asia Monitor

independent macro research, Pantheon Macro, Pantheon Macroeconomics, independent research, ian shepherdson, economic intelligence