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INSIGHT PROVIDER
Prasenjit K. Basu
Chief Economist & Political Strategist
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CrossASEAN Research
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Location:
Singapore
Joined:
18 May 2016
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Macroeconomics
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bearish
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Macroeconomics
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01 May 2024 00:22
Indonesia: Prabowo Risk Beginning to Hurt IDR, Requiring Tighter Money
Despite a smaller fiscal deficit (1.6% of GDP) in 2023, markets are pricing in "Prabowo risk". The switch to a current account deficit will...
Prasenjit K. Basu
221 Views
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bullish
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Macroeconomics
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24 Apr 2024 19:49
US Benign This Year: Trade Recession Over, but Rates Still Likely to Decline
Global trade volume grew 0.4% in 2023, but lead indicators suggest a strong 2024 recovery. Benign MoM rises in core PCE should enable YoY inflation...
Prasenjit K. Basu
206 Views
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bullish
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Macroeconomics
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22 Mar 2024 03:07
Rate-Cutting Agenda Stays, Growth Buoyed by Massive Fiscal Stimulus
Fiscal deficits averaged 9.95% of GDP in 2020-2023, M2 growth 18.2%YoY in Mar'20-Feb'22. Latter needs to decline faster in Q2CY24 to offset the...
Prasenjit K. Basu
295 Views
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bullish
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Macroeconomics
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21 Mar 2024 00:05
India: Merchandise and Services Both Help Toward a CA Surplus in CY24
Goods exports grew 7.5%YoY in Jan-Feb24, leading to a decline in the merchandise deficit. With the services surplus up 20%YoY, a swing to a...
Prasenjit K. Basu
201 Views
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bearish
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Macroeconomics
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29 Feb 2024 00:32
China's Growth Constrained by Crisis of Industrial & RE Over-Capacity
PBoC's recent rate cuts are unlikely to sufficiently address China's real estate crisis and economic slowdown, with challenges including high...
Prasenjit K. Basu
154 Views
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