Pantheon Macroeconomics

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1st Apr 2025 08:57Emerging AsiaDaily Monitor

  • The manufacturing PMIs for India and ASEAN have regained momentum recently; Taiwan is wobbling…
  • …But the pick-up within ASEAN is skewed; expect domestic demand’s outperformance to continue.
  • Regional export volumes are hovering above trend, implying they could stomach a big hit from tariffs.

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Keywords for: 3 April 2025 Emerging Asia Monitor

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