Pantheon Macroeconomics

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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.

Datanotes Miguel Chanco (Chief EM Asia Economist)

EM Asia Datanote: February CPI & January IP, India

  • In one line: Delaying our first RBI rate cut call to August; industry is floundering, forget the H2 2023 ’strength’ in GDP.

Miguel Chanco (Chief EM Asia Economist)Emerging Asia

PANTHEON EM ASIA DATA WRAP 1 March 2024

Thank the labour market for the six-month high in ASEAN’s PMI
Non-core factors lead a February bounce in Indonesian inflation

Miguel Chanco (Chief EM Asia Economist)Emerging Asia

EM Asia Datanote: Q4 GDP and January Core Production, India

  • In one line: We repeat; forget the discrepancy-inflated headline, India’s main engine is still stuttering.

Miguel Chanco (Chief EM Asia Economist)Emerging Asia

PANTHEON EM ASIA DATA WRAP 29 February 2024

Don’t worry about the Tet noise, Vietnam's export recovery remains on track
Reported sales growth continues to tell only a small part of the—weak underlying—story
Noticeable seasonal demand for food and adverse base effects push inflation up to 4%

Miguel Chanco (Chief EM Asia Economist)Emerging Asia

PANTHEON EM ASIA DATA WRAP 19 February 2024

Import bounce hits Thailand's Q4 hard, but this is no reflection of healthy domestic demand

Miguel Chanco (Chief EM Asia Economist)Emerging Asia

PANTHEON EM ASIA DATA WRAP 16 February 2024

Still waiting on Indonesian retail sales to show any real signs of life
Singaporean export growth leaps in Janaury, but any celebration would be premature

Miguel Chanco (Chief EM Asia Economist)Emerging Asia

EM Asia Datanote: WPI, India, January

  • In one line: The easing in upstream core deflation has come to a halt.

Miguel Chanco (Chief EM Asia Economist)Emerging Asia

EM Asia Datanote: January CPI & December IP, India

  • In one line: Still waiting on the onion price correction to show in CPI; the trend in IP growth is clearly one of moderation.

Miguel Chanco (Chief EM Asia Economist)Emerging Asia

PANTHEON EM ASIA DATA WRAP 8 February 2024

Cracks are emerging in the RBI’s unity
Discretionary spending over the holidays boosts Malaysian sales growth in December

Miguel Chanco (Chief EM Asia Economist)Emerging Asia

PANTHEON EM ASIA DATA WRAP 7 February 2024

The H2 recovery in Philippine sales lost a lot of upward momentum in Q4

Miguel Chanco (Chief EM Asia Economist)Emerging Asia

PANTHEON EM ASIA DATA WRAP 6 February 2024

Philippine inflation is now firmly within the BSP's 2-to-4% target range

Miguel Chanco (Chief EM Asia Economist)Emerging Asia

PANTHEON EM ASIA DATA WRAP 5 February 2024

Inventories hide a general slowdown in Indonesian private domestic demand in Q4
Jump in Singaporean vehicle sales in December was unable to offset weakness in other areas
The near-2% consensus for average Thai inflation this year is looking increasingly absurd

Miguel Chanco (Chief EM Asia Economist)Emerging Asia

PANTHEON EM ASIA DATA WRAP 1 February 2024

An encouraging, but most likely temporary, bounce in ASEAN manufacturing
Yet another reassuring below-consensus drop in Indonesian core inflation

Miguel Chanco (Chief EM 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,