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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

Please use the filters on the right to search for a specific date or topic.

december Miguel Chanco (Chief EM Asia Economist)

EM Asia Datanote: Retail Sales, Thailand, December 2025

  • In one line: Household momentum is rebuilding, but still nowhere near as fast as this absurd headline suggests.

EM Asia Datanote: IP, India, December 2025

  • In one line: An unexpected—if narrow—jump to a 26-month high.

EM Asia Datanote: Customs Trade, Thailand, December 2025

  • In one line: Exports end 2025 with a bang; those to the US continue to defy gravity.

EM Asia Datanote: Trade, India, December 2025

  • In one line: Their latest slip aside, exports to the US are seeing some consolidation.

PANTHEON EM ASIA DATA WRAP 15 December 2025

Upstream food price pressures in India are reviving more noticeably

PANTHEON EM ASIA DATA WRAP 11 December 2025

BSP easing “nearing its end”, but we still see a terminal rate of 4.25%

PANTHEON EM ASIA DATA WRAP 9 December 2025

Negative sales readings in the Philippines are imminent, at this rate

PANTHEON EM ASIA DATA WRAP 5 December 2025

RBI not buying 8%-plus growth either, but taking the chance before CPI mean-reverts
Already-low food inflation in the Philippines continues to backslide

PANTHEON EM ASIA DATA WRAP 1 December 2025

ASEAN’s PMI strengthens to a 38-month high
Indonesian export growth finally comes back down to earth; 2027 should be a bit better
The turn in rising food inflation in Indonesia is here

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