Outlook Quarter 4/2024

SCB EIC downgraded the global economic forecast for 2025 due to geopolitical tensions and trade protectionism by Trump 2.0. Uncertain monetary policies are expected, with the US Fed being cautious. Thailand’s economy may expand in Q4 but face challenges from Trump 2.0 in the second half of 2025.

India’s Economic Expansion To Drive 2025 Health Expenditure, Which Remains Low As A Share Of GDP

Key View India will be the fastest growing large emerging market (EM)…

Quick View: Indosat-Nokia Partnership Poses Upside Revision To Indonesia’s Mobile Forecasts

Latest Development: Indosat Ooredoo Hutchison (IOH) has signed a deal with Nokia…

Quick View: NVIDIA Expansion In Vietnam AI Market Signals Positive Investor Confidence

Latest Development: NVIDIA has announced the opening of its first Vietnam Research…

India’s Extreme Air Pollution To Worsen Over Coming Years

Key View We expect extreme winter air pollution in Delhi and the…

Reserve Bank Of India Will Remain Cautious

Key View The Reserve Bank of India stood pat in its December…

MPC Delivers Its First Rate Cut with Another Expected within Q1/2025

Abstract The Monetary Policy Committee (MPC) voted 5 to 2 to cut…

Underdeveloped R&D And IP Infrastructure Will Impede India’s Aim To Emerge As A Biotech Leader

Key View India’s government will increase investment in domestic pharmaceutical research and…