Emerging Asia Documents

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.

March IP & April CPI Miguel Chanco (Chief EM Asia Economist)

EM Asia Datanote: May CPI & April IP, India

In one line: Some green shoots on food inflation; IP appears to be breaking out of its recent stagnation.

Miguel Chanco (Chief EM Asia Economist)Emerging Asia

EM Asia Datanote: Q1 GDP and April Core Production, India

In one line: Exports—alone—steal the show in Q1, papering over a continued slowdown in domestic demand.

Miguel Chanco (Chief EM Asia Economist)Emerging Asia

EM Asia Datanote: Retail Sales, Thailand, March

In one line: An inevitable return to the red.

Miguel Chanco (Chief EM Asia Economist)Emerging Asia

EM Asia Datanote: Customs Trade, Thailand, April

In one line: A reassuring bounce in exports narrows the Songkran-adjusted deficit substantially.

Miguel Chanco (Chief EM Asia Economist)Emerging Asia

EM Asia Datanote: Trade, India, April

In one line: The deficit miss isn’t that bad, seasonal effects aside; don’t put too much stock into the jump in imports.

Miguel Chanco (Chief EM Asia Economist)Emerging Asia

EM Asia Datanote: WPI, India, April

In one line: A 13-month high, as upstream deflationary forces wane.

Miguel Chanco (Chief EM Asia Economist)Emerging Asia

EM Asia Datanote: CPI, India, April

In one line: Food inflation remains frustratingly sticky; clearer signs that core has bottomed-out.

Miguel Chanco (Chief EM Asia Economist)Emerging Asia

EM Asia Datanote: Industrial Production, India, March

In one line: Soft, as we cautioned, and the big picture isn’t looking great either.

Miguel Chanco (Chief EM Asia Economist)Emerging Asia

EM Asia Datanote: Core Production, India, March

In one line: Decent, and the drag from refined petroleum products should reverse in the short run.

Miguel Chanco (Chief EM Asia Economist)Emerging Asia

PANTHEON EM ASIA DATA WRAP 29 April 2024

Downward pressure on the Thai baht continues to intensify
Correction in Vietnamese exports bleeds into Q2
Ignore the headline; retail sales growth in Vietnam is still wobbling
Expect a further leg up in Vietnamese inflation in May, the likely peak

Miguel Chanco (Chief EM Asia Economist)Emerging Asia

PANTHEON EM ASIA DATA WRAP 23 April 2024

Firmer employment cushions a marginal softening in orders and output in India’s April manufacturing PMI
India’s services PMI remains comfortably above 60; thankfully, April saw an easing in price pressures
Singapore's inflation outlook remains challenging, depsite the March drop

Miguel Chanco (Chief EM Asia Economist)Emerging Asia