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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
Please use the filters on the right to search for a specific date or topic.
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...
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;...
In one line: Indonesia joins the demise of Delta-hit countries.
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...
In one line: More confirmation of the post-Delta rebound.
In one line: No end in sight to seesawing sales.
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...
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...
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...
The headline moderation isn't just about base effects this time around
India's Inching Closer Towards Herd Immunity...Delta Is Wreaking Havoc Across Asean
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...
ASEAN's Delta woes are starting to show in Thai exports
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.
In one line: Delta forces a forecast downgrade; nothing more.
The Philippines has yet to be caught up by the wave of Covid-19 sweeping through ASEAN, as we noted in yesterday's Monitor.
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...
In one line: Imports have found a bottom, but the rebound is tepid so far.
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