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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Moorthy Krshnan (Senior Asia Economist)
Inflation in Singapore spikes on base effects and record COEs
Moorthy Krshnan (Senior Asia Economist)Emerging Asia
- Malaysia’s fiscal budget for 2024 targets a steep cut in the deficit to 4.3% of GDP, from 5.0% this year...
- …But the deficit is likely to be bigger, with the bulk of the adjustment falling to lower subsidy spending.
- The Fiscal Responsibility Bill, if credible, forces the government into stricter austerity measures.
Moorthy Krshnan (Senior Asia Economist)Emerging Asia
- Malaysian export growth leapt to -4.4% year-over- year in October, from -13.8% in September...
- ...Supported by friendly base effects, recovering electronics exports and higher commodity prices.
- The factors behind October’s jump are likely to persist over Q4, boosting export growth further.
Moorthy Krshnan (Senior Asia Economist)Emerging Asia
Momentum in Singaporean exports builds, supported by base effects
Moorthy Krshnan (Senior Asia Economist)Emerging Asia
- Singaporean export growth continued to recover in October, albeit boosted by friendly base effects...
- …The improvement in nominal terms appears more modest, as external demand remains weak.
- Overall, though, trade should provide a larger boost to Q4 GDP, on the back of this improvement.
Moorthy Krshnan (Senior Asia Economist)Emerging Asia
