Pantheon Publications

EM Asia Datanote: WPI, India, May

• In one line: Upstream core price pressures are now clearly reviving.

Miguel Chanco (Chief EM Asia Economist)Emerging Asia

EM Asia Datanote: May CPI & April IP, India

• In one line: Some green shoots on food inflation; IP appears to be breaking out of its recent stagnation.

Miguel Chanco (Chief EM Asia Economist)Emerging Asia

EM Asia Datanote: Bank of Thailand Decision

• In one line: Fundamentally complacent.

Miguel Chanco (Chief EM Asia Economist)Emerging Asia

PANTHEON EM ASIA DATA WRAP 11 June 2024

Indonesia’s Ramadan demand this year ends with a whimper
Malaysian retail sales growth slows in April, despite friendly base effects
We’ll swallow the Philippines' big April deficit, as imports showed signs of life

Miguel Chanco (Chief EM Asia Economist)Emerging Asia

PANTHEON EM ASIA DATA WRAP 7 June 2024

An RBI cut in August now certainly looks off the table
The policy-induced upswing in Thai inflation shouldn’t bother the MPC
Don’t put too much stock into the April leap in Philippine sales

Miguel Chanco (Chief EM Asia Economist)Emerging Asia

PANTHEON EM ASIA DATA WRAP 4 June 2024

ASEAN’s main exporters are finally staging a revival… slowly

Miguel Chanco (Chief EM Asia Economist)Emerging Asia

PANTHEON EM ASIA DATA WRAP 3 June 2024

Food disinflation in Indonesia is intensifying

Miguel Chanco (Chief EM Asia Economist)Emerging Asia

EM Asia Datanote: Q1 GDP and April Core Production, India

• In one line: Exports—alone—steal the show in Q1, papering over a continued slowdown in domestic demand.

Miguel Chanco (Chief EM Asia Economist)Emerging Asia

EM Asia Datanote: Retail Sales, Thailand, March

• In one line: An inevitable return to the red.

Miguel Chanco (Chief EM Asia Economist)Emerging Asia

EM Asia Datanote: Customs Trade, Thailand, April

• In one line: A reassuring bounce in exports narrows the Songkran-adjusted deficit substantially.

Miguel Chanco (Chief EM Asia Economist)Emerging Asia

PANTHEON EM ASIA DATA WRAP 23 May 2024

India’s lofty manufacturing PMI is becoming more well-rounded
India’s unreliable flash services PMI is still plateauing
Higher utilities inflation in Singapore offsets food disinflation in April

Miguel Chanco (Chief EM Asia Economist)Emerging Asia

EM Asia Datanote: Bank Indonesia Decision

• In one line: The calm after last month’s madness.

Miguel Chanco (Chief EM Asia Economist)Emerging Asia

PANTHEON EM ASIA DATA WRAP 20 May 2024

Don’t hang your hat on Thailand’s market-beating Q1 GDP print
Malaysian export recovery still in play despite headline trade figures likely falling in May

Miguel Chanco (Chief EM Asia Economist)Emerging Asia