Pantheon Macroeconomics

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19th Dec 2024 19:22Emerging AsiaWeekly Monitor

  • India’s deficit blow-out in November was down mainly to gold imports, which are just normalising…
  • …Safe-haven demand for gold isn’t relevant now, and the current account gap is still manageable.
  • The CBC’s ongoing pause remains justified; anxieties over the property market will continue.

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Keywords for: 23 December 2024 Emerging Asia Monitor

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