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: 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.
- In one line: A minor setback; positive momentum still rebuilding.
- In one line: Blame yet another sudden spike in gold imports, though exports aren’t helping either.
- In one line: Flirting with outright deflation, which looks likely in the next two reports.
- In one line: Food & beverage deflation is back, and will likely deepen this month.
- In one line: A consumer-led dip, but durables growth is probably bottoming-out.
- In one line: Driven almost exclusively by a V-shaped bounce in coal output.
- In one line: Distorted by technicalities; real import demand remains healthy-ish.
- In one line: Caused mainly by more moderate primary articles deflation; still tepid, overall.
