Pantheon Publications

PANTHEON EM ASIA DATA WRAP 7 May 2026

The main reason why the BSP should be reluctant to hike further

PANTHEON EM ASIA DATA WRAP 6 May 2026

Iran war ’saves’ Thailand from prolonged deflation
Already signs of an inflation squeeze on Philippine sales

Global Datanote: Manufacturing PMI, ASEAN, April 2026

• In one line: Still losing steam.

PANTHEON EM ASIA DATA WRAP 5 May 2026

Indonesia’s sturdy Q1 GDP is only skin-deep
ASEAN manufacturing continues to lose steam
Another BSP rate hike now seems likely, however misguided
Singapore's March retail sales doesn't look as good as it does under the surface

EM Asia Datanote: Retail Sales, Thailand, February 2026

• In one line: Initial signs of a squeeze from the war fallout.

PANTHEON EM ASIA DATA WRAP 30 April 2026

A broadly constructive deterioration of the Philippines' trade balance in Q1

Global Datanote: Bank of Thailand Decision, April 2026

• In one line: The war has been ‘good’ for the MPC’s policy space.

EM Asia Datanote: Bank of Thailand Decision, April 2026

• In one line: The war has been ‘good’ for the MPC’s policy space.

Global Datanote: Industrial Production, India, March 2026

• In one line: Decent, but positive momentum is fading.

EM Asia Datanote: Industrial Production, India, March 2026

• In one line: Decent, but positive momentum is fading.

EM Asia Datanote: Customs Trade, Thailand, March 2026

• In one line: A solid end to Q1 for two-way trade, but fundamental pressure on the THB is building.

Global Datanote: Bangko Sentral ng Pilipinas Decision, April 2026

• In one line: An insurance hike; most probably a “one and done”.

EM Asia Datanote: Bangko Sentral ng Pilipinas Decision, April 2026

• In one line: An insurance hike; most probably a “one and done”.

PANTHEON EM ASIA DATA WRAP 23 April 2026

Indian PMIs rebounding on the back of the fragile ceasefire

Global Datanote: Bank Indonesia Decision, April 2026

• In one line: Another month, another hold, as global assumptions are downgraded further.

EM Asia Datanote: Bank Indonesia Decision, April 2026

• In one line: Another month, another hold, as global assumptions are downgraded further.

EM Asia Datanote: Core Industries, India, March 2026

• In one line: Grim end to an already forgetful Q1; glaring war impact on fertiliser output.

Global Datanote: Reserve Bank of India Decision, April 2026

• In one line: Keeping calm and carrying on with a sensible pause.

PANTHEON EM ASIA DATA WRAP 8 April 2026

RBI is keeping calm and carrying on with a sensible pause

EM Asia Datanote: CPI, Thailand, March 2026

• In one line: The bigger jolt will come in April.