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
- We expect India’s Q3 GDP at end-November to show a big drop in growth to 4.2%, from 7.8% in Q2.
- The flattering boost from discrepancies in Q2 is unreliable, and consumption was weak in Q3.
- Disinflation, which continued in October, will likely partly unwind in the short run, due to onion prices.
Miguel Chanco (Chief EM Asia Economist)Emerging Asia
- In one line: A broad-based moderation, as favourable base effects reverse partially.
Miguel Chanco (Chief EM Asia Economist)Emerging Asia
- Thailand’s Q3 GDP report next Monday should show a leap in growth to 2.9%, from 1.8% in Q2…
- …But this will be due largely to a material drop in imports; domestic demand likely weakened further.
- Retail sales momentum in Indonesia remains lackluster, keeping price-hike expectations at bay.
Miguel Chanco (Chief EM Asia Economist)Emerging Asia
Government spending saves the Philippines’ Q3 GDP
Philippine sales entered Q4 with encouraging momentum
Indonesian retail sales will be ending 2023 still below the pre-Covid level
Miguel Chanco (Chief EM Asia Economist)Emerging Asia
- GDP growth in the Philippines surprised to the upside in Q3, leaping to 5.9%, from 4.3% in Q2...
- ...But largely thanks to an unsustainable bounce in public spending; fiscal consolidation isn’t over.
- Consumption continues to slow amid weak balance sheets, while lacklustre investment is here to stay.
Miguel Chanco (Chief EM Asia Economist)Emerging Asia
Proof that the BSP’s out-of-cycle rate hike was rash
The Philippines’ smallest deficit in almost a year isn’t exactly good news
Miguel Chanco (Chief EM Asia Economist)Emerging Asia