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

7 November 2023 Emerging Asia Monitor Indonesia's Narrow Q3 GDP Miss Worse Than It Looks

GDP growth in Indonesia slowed to 4.9% in Q3, from 5.2% in Q2, falling just shy of expectations...
...Public and private consumption were largely to blame, and improvement any time soon is unlikely.
Exports were grim, but the worst is over; the same cannot be said, however, for equipment capex.

Miguel Chanco (Chief EM Asia Economist)Emerging Asia

PANTHEON EM ASIA DATA WRAP 6 November 2023

Indonesia’s Q3 GDP miss is worse than it looks
The government’s fuel price cuts brings about deflation in Thailand

Miguel Chanco (Chief EM Asia Economist)Emerging Asia

6 November 2023 Emerging Asia Monitor COE Prices to Turn Disinflationary Next Year After Record High 2023

Inflation in Singapore is likely to remain elevated at 4.1% next year, but down from 5.0% in 2023...
...As the GST hike, higher regulated transport and commodity prices fuel inflationary pressures.
Thankfully, COE prices—a key driver of inflation this year—are likely to moderate from H2 2024.

Moorthy Krshnan (Senior Asia Economist)Emerging Asia

3 November 2023 Emerging Asia Monitor BNM Opts to Keep the Status Quo, Unperturbed by the Weak MYR

The BNM maintains the overnight policy rate at 3.00% at its November meeting...
...As it prioritised supporting domestic demand while using FX intervention to support the MYR.
We expect the BNM to hold rates steady for most of 2024, cutting rates only once by 25bp in Q4.

Moorthy Krshnan (Senior Asia Economist)Emerging Asia