Pantheon Macroeconomics

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4th Dec 2024 17:42Emerging AsiaWeekly Monitor

  • The RBI held the repo rate on Friday in a closer four-to-two vote, but surprised with a 50bp CRR cut…
  • … A lot can change before the February repo cut we expect ; a new, dovish governor and lower food CPI.
  • Vietnam’s November trade headlines missed badly, but the real story is underlying weakness in exports.

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Keywords for: 9 December 2024 Emerging Asia Monitor

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