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)

2 October 2025 Emerging Asia Monitor Still a matter of when, not if, the RBI will cut again; we look for December

  • The RBI stayed on hold yesterday, but two members called for more dovish implied forward guidance…
  • …Its latest GDP forecasts reveal no real faith in the stimulative impact of GST 2.0; we concur.
  • Bank on ASEAN’s robust September PMI at your own risk, as underlying it is a very skewed picture.
Miguel Chanco (Chief EM Asia Economist)Emerging Asia

PANTHEON EM ASIA DATA WRAP 30 September 2025

Real import demand in the Philippines has had a bleak Q3, so far

Miguel Chanco (Chief EM Asia Economist)Emerging Asia

1 October 2025 Emerging Asia Monitor India's IP Q3-to-date: more robust than Q2, but with a few caveats

  • Ignore the miss in Indian IP in August; the recent stasis is breaking, and the fixed capex signal is solid.
  • Retail sales growth in Thailand crashed back down to earth in July, but expect much more softness…
  • …Consumption growth is seeing some stability alongside tourist arrivals; local demand is still weak.
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