Pantheon Macroeconomics

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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)

EM Asia Datanote: GDP, India, Q3 2025

  • In one line: Not worth the paper it’s printed on.
Miguel Chanco (Chief EM Asia Economist)Emerging Asia

EM Asia Datanote: Retail Sales, Thailand, September 2025

  • In one line: The theatre of the absurd is back.
Miguel Chanco (Chief EM Asia Economist)Emerging Asia

PANTHEON EM ASIA DATA WRAP 28 November 2025

Ignore the Philippines’ misleading y/y trade headlines

Miguel Chanco (Chief EM Asia Economist)Emerging Asia

November 2025- Emerging Asia Chartbook

THAI AND PHILIPPINE GROWTH SLOWEST SINCE COVID

  • TAIWAN IS STILL FLYING, BUT THE TURN IN GDP HAS COME
Miguel Chanco (Chief EM Asia Economist)Emerging Asia

1 December 2025 Emerging Asia Monitor India's labour codes--alone--are no quick fix to unlock farm dominance

  • India finally implemented its new labour codes after five years of dithering, reviving reform momentum…
  • …But the structural employment shift from farming will still be held back by huge agricultural support.
  • On the surface, the strong and market-beating Q3 GDP is beyond absurd; tread very carefully.
Miguel Chanco (Chief EM Asia Economist)Emerging Asia
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Keywords for: Publications

independent macro research, Pantheon Macro, Pantheon Macroeconomics, independent research, ian shepherdson, economic intelligence