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)
- Early signs suggest there could be a moderation in Malaysia’s Q4 GDP, but risks are to the upside.
- In the longer term, supply side factors are likely to weigh on growth, due to poor capital stock growth.
- That said, we see the government pulling numerous policy levers to raise this.
- In one line: Motor sales contract a lot less.
The AI tide is finally lifting Malaysian exports
- Taiwan’s exports hit a record $61.8B in October, up 49.7% yearly, driven by surging AI and US demand.
- Investors are more uneasy as Big Tech firms ramp up AI-related capex, shifting to debt financing…
- …A correction in tech valuations could ensue, which would culminate in a fall in Taiwan’s exports.
- In one line: Export growth continues to shock to the upside.
- In one line: Probably the boost from the autumn moon festival.
- In one line: Resilience to US tariffs, give no reason to cut rates.
- In one line: Softer, but still beating expectations.
- In one line: Back in contraction.
- Taiwan retail sales slipped back into contraction in September, as motor sales plunged yet again.
- Strong economic growth contrasts sharply with sluggish wages and weak household spending…
- …Nonetheless, exports should stand out in next week’s Q3 GDP data; we expect an acceleration.
Cost-push pressures are pushing up Malaysian inflation
Rebound in mining and quarrying boosts Malaysia’s Q3 GDP past expectations
Export growth accelerates to one of the fastest rates this year
