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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.

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Miguel Chanco (Chief EM Asia Economist)

5 January 2026 Emerging Asia Monitor Festive rewind: India's Nov. IP trick; strong Thai US exports are no cure

  • India’s punchy November IP print is a big head-fake; cooling manufacturing will hit Q4 GDP growth.
  • Thailand’s exports to the US are still soaring, but likely to no real avail for the broader economy…
  • …The overall Q4 numbers to date suggest the economy faces a real risk of a technical recession.
Miguel Chanco (Chief EM Asia Economist)Emerging Asia
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independent macro research, Pantheon Macro, Pantheon Macroeconomics, independent research, ian shepherdson, economic intelligence