Pantheon Macroeconomics

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Pantheon Publications

Below is a list of our Publications for the last 5 months. If you are looking for reports older than 6 months please email info@pantheonmacro.com, or contact your account rep.

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Emerging Asia Meekita Gupta (Asia Economist)

26 August 2025 Emerging Asia Monitor Silicon Valley's capex spree spells good long-term news for Taiwan

  • Taiwan is experiencing a boom in demand for its electronics, namely semiconductors and AI servers.
  • These are key components in the large data centres being built by Big Tech firms in the AI arms race.
  • Taiwanese exports are likely to stay strong if Big Tech continues with its capex plans.
Meekita Gupta (Asia Economist)Emerging Asia

1 August 2025 Emerging Asia Monitor Taiwan's Q2 GDP bolstered by strong exports, but that's about it

  • Taiwanese GDP growth rose to 8.0% in Q2, from 5.5%, driven by extremely strong exports…
  • …Other components were basically non-existent; investment suffered a sharp slowdown.
  • Exports may not be driven purely by front-loading, as genuine demand exists for chips, thanks to AI.
Meekita Gupta (Asia Economist)Emerging Asia
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independent macro research, Pantheon Macro, Pantheon Macroeconomics, independent research, ian shepherdson, economic intelligence