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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central bank of the republic of china (taiwan) decision Meekita Gupta (Asia Economist)
- In one line: Q1 consumption remains firm.
- In one line: AI server growth moderating.
- In one line: Lunar New Year distortions.
- In one line: Spending on big items is failing to recover.
- In one line: Members hold rates, but seem spooked by the Middle East crisis.
- In one line: Export growth surge never seems to stop.
- In one line: Big disinflation surprise, due to Lunar New Year noise.
- In one line: Can’t catch a break.
- In one line: Another no-move meeting, with optimism building.
- In one line: Export growth eases, but Q4 GDP remains on track for a millennia-high.
- In one line: No rate cut needed.
- In one line: Export growth remains eye-wateringly high.
- In one line: Motor sales contract a lot less.
- 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.
