Pantheon Macroeconomics

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Below is a list of our Emerging Asia Publications for the last 5 months. If you are looking for reports older than 5 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.

Meekita Gupta (Asia Economist)

15 July 2025 Emerging Asia Monitor Malaysian retail sales still struggling to return to pre-pandemic levels

  • Malaysia’s retail sales are still weak; sales volumes  registered no month-to-month increase in May.
  • Real wage growth has been stagnant since the pandemic, weighing on disposable incomes.
  • Q2 GDP will get no lift from consumption, but the  recent rate cut could help Q3
Meekita Gupta (Asia Economist)Emerging Asia

9 July 2025 Emerging Asia Monitor Taiwan's export numbers should cease to surprise, but they still do

  • Another month of exports above 30% in Taiwan, as they fail to moderate despite our expectation.
  • This will be good news for Q2 GDP year-over-year, which is highly correlated with exports.
  • Food and housing costs are finally down consistently, helping to keep inflation below 2%.
Meekita Gupta (Asia Economist)Emerging Asia
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Emerging Asia Document Vault, independent macro research, Pantheon Macro, Pantheon Macroeconomics, independent research, ian shepherdson, economic intelligence,