Joseph Tan
Joseph Tan
cause exports good high month numbers sector strength swing technology trend value volatility
The high value of pharmaceutical exports can cause a lot of volatility in the numbers when they swing from month to month. Electronics exports show there is still strength in the technology sector and the trend is that we'll have a good first half.
easily growth quite target
The full-year growth target can be quite easily met.
inflation percent
One to two percent inflation is still very tolerable.
engine holding line main shows worried
This is broadly in line with my expectations as it shows the main engine of growth, electronics, is holding up very well. I wouldn't to be too worried about pharmaceuticals.
exports quarter six strength sufficient tend three
These indicators tend to have a lead-lag of three to six months. We still may have sufficient strength in exports in the first quarter and even into the second.
inflation present threat
Inflation is still a real and present threat to the economy.
goods gradually high introduced list shock taxable
It should not be introduced at high levels, where it will shock the economy. Instead, the GST should be gradually eased in and the list of taxable goods expanded over time.
alleged coup failed foreign president terms
What the alleged coup failed to do, in terms of weakening the peso, the president managed to. Clearly, this is detrimental to foreign sentiment.