Pantheon Macroeconomics

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Below is a list of our Emerging Asia 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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3 Aug 2021 India's Post-Delta Economic Rebound is Well and Truly Underway

Indian industry ended Q2 on a good note, and this momentum has carried over into the start of Q3. The fiscal deficit narrowed markedly in Q2, albeit not entirely...

Miguel Chanco (Senior Asia Economist)Emerging Asia

PANTHEON EMERGING ASIA DATA WRAP 2.4.21

Indonesia joins the demise of Delta-hit ASEAN countries India's survey data are finally reflecting the post-Delta bounce Ignore the dip in Indonesian core inflation;...

sogorski hannahEmerging Asia

EM Asia Datanote: Manufacturing PMI, ASEAN, July

In one line: Indonesia joins the demise of Delta-hit countries.

sogorski hannahEmerging Asia

2 Aug 2021 Trade Shielded Thailand from the 1st Delta Hit; All Bets are Off for Q3

Thailand's Q2 GDP report this month is likely to be fairly punchy, despite the early hit of the Delta surge. Expect net trade to mask most of the Q2 softness in...

Miguel Chanco (Senior Asia Economist)Emerging Asia

30 July 2021 Delta is Writing-off Vietnam's Q3, and Forcing a 2021 Downgrade

The hit from the Delta surge in Vietnam will affect most of Q3; we see GDP growth slowing to 4.0%. The plunge in retail sales is mirroring the damage in 2020, and current...

Miguel Chanco (Senior Asia Economist)Emerging Asia

PANTHEON EMERGING ASIA DATA WRAP 29.7.21

Exports continue to struggle, but Korea is mostly to blame for the July weakness. Ignore the headline growth rate... Retail sales are going from bad to worse. Food prices...

Miguel Chanco (Senior Asia Economist)Emerging Asia

28 July 2021 The SBV's Commitment Not to Devalue will be Easy to Keep

The risk of a trade spat between Vietnam and the U.S. has fallen further, following a deal on the dong... ...Which was built on goodwill and strategic aims, as Vietnam still...

Miguel Chanco (Senior Asia Economist)Emerging Asia

PANTHEON EMERGING ASIA DATA WRAP 27.7.21

The headline moderation isn't just about base effects this time around

Miguel Chanco (Senior Asia Economist)Emerging Asia

July 2021 - Emerging Asia Chartbook

India's Inching Closer Towards Herd Immunity...Delta Is Wreaking Havoc Across Asean

Miguel Chanco (Senior Asia Economist)Emerging Asia

26 July 2021 Don't Expect Merchandise Trade to Give Thailand a Big Cushion in Q3

Export growth in Thailand surprised to the upside in June, but trade won't give as much support in Q3. The BoT's worries over Delta aren't backed by the mobility data, though...

Miguel Chanco (Senior Asia Economist)Emerging Asia

23 July 2021 From Bank Indonesia's Perspective, "Keep Calm, and Carry On"

Bank Indonesia yesterday left its 7-day reverse repo rate unchanged at 3.50%, in line with expectations, despite the material increase in Covid-19 headwinds.

Miguel Chanco (Senior Asia Economist)Emerging Asia

20 July 2021 Delta Arrives in the Philippines, but it Likely Won't Hurt Growth Until Q4

The Philippines has yet to be caught up by the wave of Covid-19 sweeping through ASEAN, as we noted in yesterday's Monitor.

Miguel Chanco (Senior Asia Economist)Emerging Asia

19 July 2021 Record Covid Rates Aren't a Death Knell for Most EM Asia Recoveries

The Covid-19 situation in Emerging Asia appears to be getting worse from one day to the next, with large parts of ASEAN suffering their worst outbreaks to date. In particular, the...

Miguel Chanco (Senior Asia Economist)Emerging Asia

EM Asia Datanote: Foreign Trade, India, June 2021

In one line: Imports have found a bottom, but the rebound is tepid so far.

Miguel Chanco (Senior Asia Economist)Emerging Asia

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