Pantheon Macroeconomics

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15th Jul 2024 12:05Emerging AsiaDaily Monitor

  • Two-way goods trade in Indonesia rebounded robustly in Q2, mainly thanks to EM demand…
  • …But the tourism recovery is still waning; expect a 0.9pp net trade lift to GDP, up from -0.2pp in Q1.
  • Food price pressures in India are building again, forcing us to raise our 2024 and 2025 CPI outlook.

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Keywords for: 16 July 2024 Emerging Asia Monitor

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