Pantheon Macroeconomics

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12th Feb 2025 11:02Emerging AsiaDaily Monitor

  • The BSP surprised by hitting pause, blaming tariff uncertainty; we still see 100bp in cuts this year.
  • Indian inflation dropped closer to the RBI’s 4% target in January; more downside in food is coming.
  • We have lowered our 2025 average inflation fore- cast to 3.8%, with core price pressures also cooling.

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Keywords for: 14 February 2025 Emerging Asia Monitor

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