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.
india Miguel Chanco (Chief EM Asia Economist)
- In one line: Likely as good as we’ll get in H1, if not 2026 at large.
- In one line: Infrastructure sectors carrying more of the weight alone; overall momentum still solid.
- In one line: Big short-term downside risks to the deficit due to the Iran war.
- In one line: Still mainly a food story, but Middle East pressures should surface in the March data.
- In one line: An understandable, and likely temporary, breather to start 2026.
- In one line: New series paints a more stable picture of recent years; ’statistical discrepancies’ no longer a bug-bear.
- In one line: Blame another random spike in gold imports; purchases from Russia are tanking.
- In one line: Holding judgement, for now, as we await more details; but downside risks to 2026 forecast.
- In one line: An unexpected—if narrow—jump to a 26-month high.
- In one line: Just about enough to salvage Q4.
- In one line: Their latest slip aside, exports to the US are seeing some consolidation.
- In one line: Historic leap in gold imports in October unwinds dramatically.
- In one line: Muddied by residual seasonality, but vegetable-price pressures are reviving.
- In one line: Made to look much worse by Diwali distortions.
- In one line: Not worth the paper it’s printed on.
- In one line: Poor; residual Diwali noise is only partly to blame.
- In one line: Gold imports are still surging, but real import demand has also gone up a gear.
- In one line: Headline is going nowhere for the rest of this year.
