Pantheon Publications

Global Datanote: CPI, India, August

• In one line: Expect this to be a temporary headline bounce.

EM Asia Datanote: CPI, India, August

• In one line: Expect this to be a temporary headline bounce.

PANTHEON EM ASIA DATA WRAP 11 September 2025

A robust start to Q3 for Indonesian retail sales

PANTHEON EM ASIA DATA WRAP 9 September 2025

A quiet start to Q3, but Philippine sales are still sliding

PANTHEON EM ASIA DATA WRAP 5 September 2025

Philippine inflation has finally bottomed out

EM Asia Datanote: CPI, Thailand, August

• In one line: Hit by a descent into outright food deflation.

Global Datanote: Manufacturing PMI, ASEAN, August

• In one line: A more confident uptick, with tariff clouds receding.

PANTHEON EM ASIA DATA WRAP 3 September 2025

A more confident uptick in ASEAN manufacturing, with tariff clouds receding

Global Datanote: CPI, Indonesia, August

• In one line: Surprisingly soft all around.

Global Datanote: Trade, Indonesia, July

• In one line: Still-robust export growth is driving the trade surplus to its highest in years.

PANTHEON EM ASIA DATA WRAP 1 September 2025

Still-robust export growth is driving Indonesia’s trade surplus to its highest in years
Surprisingly soft CPI numbers all around for August

EM Asia Datanote: GDP, India, Q2

• In one line: Flattered hugely by discrepancies, but some reassuring details nonetheless.

EM Asia Datanote: Retail Sales, Thailand, June

• In one line: Ignore the June bounce; consumption is still very much slowing.

PANTHEON EM ASIA DATA WRAP 29 August 2025

Very mixed start to Philippine two-way trade at the start of Q3

Global Datanote: Industrial Production, India, July

• In one line: Recovering to a four-month high, with some help from base effects.

EM Asia Datanote: Industrial Production, India, July

• In one line: Recovering to a four-month high, with some help from base effects.

Global Datanote: Bangko Sentral ng Pilipinas Decision, August 2025

• In one line: A less-dovish cut, but expect at least one more before the end of 2025.

EM Asia Datanote: Bangko Sentral ng Pilipinas Decision, August 2025

• In one line: A less-dovish cut, but expect at least one more before the end of 2025.

PANTHEON EM ASIA DATA WRAP 21 August 2025

India’s flash PMIs for August shrug off Trump’s 50% tariff threat

EM Asia Datanote: Core IP, India, July

• In one line: A reassuring and much-needed turn in overall momentum and, especially, in electricity production.