Pantheon Macroeconomics

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3rd Jun 2024 17:41Emerging AsiaDaily Monitor

  • The BJP’s disappointing result in the 2024 election means the risk of coalition politics in India is back.
  • The PMI for ASEAN rebounded well in May, thanks to the fragile recovery of the region’s key exporters.
  • Indonesia’s softer-than-expected May CPI bolsters our dovish 2024 view on rates and inflation.

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Keywords for: 5 June 2024 Emerging Asia Monitor

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