Pantheon Publications

EM Asia Datanote: Customs Trade, Thailand, February 2026

• In one line: Fundamental downward pressure on the THB is building rapidly.

PANTHEON EM ASIA DATA WRAP 24 March 2026

Iran war, unsurprisingly, hits India's PMIs immediately

EM Asia Datanote: Core Production, India, February 2026

• In one line: Infrastructure sectors carrying more of the weight alone; overall momentum still solid.

EM Asia Datanote: Trade, India, February 2026

• In one line: Big short-term downside risks to the deficit due to the Iran war.

PANTHEON EM ASIA DATA WRAP 16 March 2026

Iran war forcing an upgrade to our 2026 India WPI forecast to 5%

Global Datanote: CPI, India, February 2026

• In one line: Still mainly a food story, but Middle East pressures should surface in the March data.

EM Asia Datanote: CPI, India, February 2026

• In one line: Still mainly a food story, but Middle East pressures should surface in the March data.

PANTHEON EM ASIA DATA WRAP 10 March 2026

A decent, if unimpressive, start to the year for Indonesian retail sales

PANTHEON EM ASIA DATA WRAP 6 March 2026

Don’t stress about the February collapse in Vietnamese export growth
A disappointing Tet season for retail sales in Vietnam
Raising our 2026 average inflation forecast for Vietnam to 3.7%
Strong end-2025 momentum in Philippine sales carrying over to early-2025

EM Asia Datanote: CPI, Thailand, February 2026

• In one line: Diesel fix still more than safe; shading our 2026 forecast.

Global Datanote: Manufacturing PMI, ASEAN, February 2026

• In one line: Rising domestic and external demand lifting most boats.

PANTHEON EM ASIA DATA WRAP 3 March 2026

Rising domestic and external demand lifting most boats in ASEAN

Global Datanote: IP, India, January 2026

• In one line: An understandable, and likely temporary, breather to start 2026.

EM Asia Datanote: IP, India, January 2026

• In one line: An understandable, and likely temporary, breather to start 2026.

Global Datanote: CPI, Indonesia, February 2026

• In one line: Underlying price pressures rising, but feel free to ignore the breach of BI’s range.

Global Datanote: Trade, Indonesia, January 2026

• In one line: No post-Ukraine-war like burst, yet, to expect from export growth.

PANTHEON EM ASIA DATA WRAP 2 March 2026

No post-Ukraine-war like burst, yet, to expect from export growth
Underlying price pressures rising, but feel free to ignore the breach of BI’s range

EM Asia Datanote: GDP, India, Q4

• In one line: New series paints a more stable picture of recent years; ’statistical discrepancies’ no longer a bug-bear. 

EM Asia Datanote: Retail Sales, Thailand, December 2025

• In one line: Household momentum is rebuilding, but still nowhere near as fast as this absurd headline suggests.

PANTHEON EM ASIA DATA WRAP 27 February 2026

Ignore the y/y misses; lots to be reassured about in the Philippine trade details