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, Q1

  • In one line: Boosted by investment, which can’t be relied upon post-“Liberation Day”.
Miguel Chanco (Chief EM Asia Economist)Emerging Asia

EM Asia Datanote: Retail Sales, Thailand, March

  • In one line: Disregard completely; household spending is still weakening.
Miguel Chanco (Chief EM Asia Economist)Emerging Asia

PANTHEON EM ASIA DATA WRAP 30 May 2025

The April collapse in Philippine imports in context

Miguel Chanco (Chief EM Asia Economist)Emerging Asia

2 June 2025 Emerging Asia Monitor India's investment-led Q1 leap is unreliable; consumers still in doubt

  • GDP growth in India easily beat expectations in Q1, rising to a one-year high of 7.4%, thanks to capex …
  • …But the investment outlook has only darkened since, and all the other Q1 details were weak.
  •  We have nevertheless raised our downbeat 2025 GDP growth forecast to 6.8%, from 5.8%.
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