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.

Please use the filters on the right to search for a specific date or topic.

Datanotes Moorthy Krshnan (Senior Asia Economist)

EM Asia Datanote: Trade, Taiwan, February

In one line: Seasonal effects aside, the export growth outlook remains positive.

Moorthy Krshnan (Senior Asia Economist)Emerging Asia

EM Asia Datanote: CPI, Taiwan, February

  • In one line: Seasonal impact from the Lunar New Year results in a jump to services inflation.

Moorthy Krshnan (Senior Asia Economist)Emerging Asia

Global Datanote: Bank Negara Malaysia Decision

In one line: Ringgit weakness worries BNM, but its opting for non-rate measures.

Moorthy Krshnan (Senior Asia Economist)Global

EM Asia Datanote: Bank Negara Malaysia Decision

  • In one line: Ringgit weakness worries BNM, but its opting for non-rate measures.

Moorthy Krshnan (Senior Asia Economist)Emerging Asia

PANTHEON EM ASIA DATA WRAP 5 March 2024

Seasonal effects aside, Singaporean consumer demand remains healthy
Outright deflation in Thailand should be over in a few months
The favourable January food price drag in the Philippines is unwinding partially

Moorthy Krshnan (Senior Asia Economist)Emerging Asia

PANTHEON EM ASIA DATA WRAP 23 February 2024

Singaporean inflation is likely to pick up in February but overall disinflationary path is intact 
Malaysian core inflation continues to moderate in Janaury

Moorthy Krshnan (Senior Asia Economist)Emerging Asia

Global Datanote: Bank Negara Malaysia Decision

  • In one line: Banking on the recovery in the electrical and electronics sector.

Moorthy Krshnan (Senior Asia Economist)Global

EM Asia Datanote: Bank Negara Malaysia Decision

  • In one line: Banking on the recovery in the electrical and electronics sector.

Moorthy Krshnan (Senior Asia Economist)Emerging Asia

PANTHEON EM ASIA DATA WRAP 19 January 2024

Weak external demand drags on Malaysian manufacturing in Q4
A particularly weak ending to 2023 for Malaysian exports

Moorthy Krshnan (Senior Asia Economist)Emerging Asia

PANTHEON EM ASIA DATA WRAP 17 January 2024

Singaporean export growth in December falls on weak electronics

Moorthy Krshnan (Senior Asia Economist)Emerging Asia

PANTHEON EM ASIA DATA WRAP 2 January 2024

Jump in Singaporean GDP growth in Q4 was powered by a rebound in manufacturing
ASEAN entered 2024 with negative momentum
The H2 rise in Indonesian food inflation is finally over

Moorthy Krshnan (Senior Asia Economist)Emerging Asia

EM Asia Datanote: CPI, Malaysia, November

  • In one line: A new post-pandemic low, but risks to the outlook from imported inflation increase.

Moorthy Krshnan (Senior Asia Economist)Emerging Asia

PANTHEON EM ASIA DATA WRAP 17 November 2023

Momentum in Singaporean exports builds, supported by base effects

Moorthy Krshnan (Senior Asia Economist)Emerging Asia

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Keywords for: Publications

independent macro research, Pantheon Macro, Pantheon Macroeconomics, independent research, ian shepherdson, economic intelligence