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

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Miguel Chanco (Chief EM Asia Economist)

EM Asia Datanote: Retail Sales, Thailand, September

  • In one line: The boost from ‘other’ sales fades, again; no noticeable immediate lift from the first cash-handout.

Miguel Chanco (Chief EM Asia Economist)Emerging Asia

29 November 2024 Emerging Asia Monitor Taiwan's October retail sales drop appears temporary

  • Retail sales in Taiwan unexpectedly fell by 0.5% year-over-year in October…
  • …The Ministry of Economic Affairs attributes this to Typhoon Kong-rey; we see more to the story.
  • We are optimistic that sales will bounce back inNovember, as one-off headwinds reverse.

Miguel Chanco (Chief EM Asia Economist)Emerging Asia

November 2024 - Emerging Asia Chartbook

EM ASIA IS PARTICULARLY EXPOSED TO ‘TRUMP 2.0’

  • …INDONESIA AND THE PHILIPPINES DISAPPOINT IN Q3

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,