Economy
Thai exports remain strong, supported by a boost from the upturn in the electronics product cycle.
Thai exports in August 2024 grew by 7%YOY to USD 26,182.3 million, exceeding expectations. Factors driving growth included computers, rubber,...
Japan’s Healthcare Market To See Stability Following Ishiba Election, Amid Ageing Population
Key View Japan’s election of new Prime Minister Shigeru Ishiba will support stability within the healthcare market and promote steady health...
Government Focus On Raising Pharmaceutical Quality Standards Will Improve India’s External Positioning
Key ViewIndia-based drugmakers will need to invest in improving manufacturing standards to meet rising pressures on drug quality to protect...
Indonesia Consumer Outlook: Easing Inflation Will Support More Robust Spending Growth
Key View: Consumer confidence and retail sales growth in Indonesia are on the rise again, suggesting positive prospects for consumer...
Outlook Quarter 3/2024
Global economic growth is expected to slow in the latter half of 2024, but a soft landing is likely due...
Carrefour’s Re-entry Into India Highlights Growing Potential Of Its Mass Grocery Retail Sector
Key ViewThe September 2024 announcement by the France-based mass grocery retail (MGR) giant Carrefour that they would be re-entering the Indian market...
Indonesia: Interest Rate Cut On The Table In December
Key ViewWe hold on to our view that Bank Indonesia will only cut once to 6.00% this year. BI governor still...
India Still On Track For 7% Growth Despite Q1 Slowdown
Key ViewGDP grew at a much slower 6.7% y-o-y in Q1FY2024/25 in line with our estimate, but that was largely...
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