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.
Please use the filters on the right to search for a specific date or topic.
Meekita Gupta (Asia Economist)
- Singapore ended 2025 strongly, with GDP growth accelerating to 5.7% in Q4, from 4.3% in Q3.
- Manufacturing drove the uptick, led by pharmaceuticals and electronics exports…
- …We think the headline was inflated by tariff-related front-loading that could fade in coming quarters.
- Taiwan’s CBC held rates steady last week; strong growth has removed the need for easing…
- …Still, growth is increasingly precarious, with exports—and GDP—heavily reliant on the AI boom.
- The silver lining is the CBC can now save a rate cut for when a genuine shock materialises.
- In one line: No rate cut needed.
- In one line: No rate cut needed.
Malaysian retail sales are pretty static, again.
- In one line: Export growth remains eye-wateringly high.
- Taiwan’s exports exploded by 56% in November, far above expectations, driven by AI server demand…
- …We are now upgrading our Q4 GDP growth forecast to 12.0%, the highest this millennium.
- Philippine sales volumes continue to slump; only so much borrowing and remittances can do.
