Pantheon Macroeconomics

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Pantheon Publications

Below is a list of our Publications for the last 6 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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Emerging Asia

EM Asia Datanote: Retail Sales, Thailand, September

  • In one line: Signs of life in the lead-up to Q4.

Miguel Chanco (Chief EM Asia Economist)Emerging Asia

1 December 2023 Emerging Asia Monitor Make What You Will of India's Absurd Q3 GDP...We're Not Moved

  • GDP growth in India slowed trivially in Q3, to 7.6%, but the flattery of discrepancies remains absurd.
  • The drop in consumption growth is no one-off; finances are weakening and the credit binge is over.
  • The impact of tightening is surfacing more clearly in M3, with cash growth down and deposit growth up.

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