Pantheon Macroeconomics

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10th Apr 2025 17:56Emerging AsiaWeekly Monitor

  • Doomsday takes on the future of EM Asia ex-China are overblown, even if the “reciprocal” tariffs return…
  • …They’d still give the China+1 wave an inadvertent boost; cheap labour won’t disappear overnight.
  • Taiwan’s exports softened in March but remain in double digits, as apparent front-loading continues.

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Keywords for: 14 April 2025 Emerging Asia Monitor

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