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

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Meekita Gupta (Asia Economist)

EM Asia Datanote: CPI, Taiwan, January 2026

  • In one line: Big disinflation surprise, due to Lunar New Year noise.
Meekita Gupta (Asia Economist)Emerging Asia

3 February 2026 Emerging Asia Monitor Taiwan Q4 GDP hits a 21st-century high; our call was spot on

  • Taiwan’s Q4 GDP growth surged to a blockbuster 12.7%, above the unjustifiable 8.8% consensus...
  • …Exports did the heavy lifting, though even we were taken aback by the rebound in consumption.
  • The MAS held policy steady; we see little need for tightening with imported inflation still non-existent.
Meekita Gupta (Asia Economist)Emerging Asia
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Keywords for: Emerging Asia Documents

Emerging Asia Document Vault, independent macro research, Pantheon Macro, Pantheon Macroeconomics, independent research, ian shepherdson, economic intelligence,