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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.

June Miguel Chanco (Chief EM Asia Economist)

EM Asia Datanote: Retail Sales, Thailand, June

  • In one line: Ignore the June bounce; consumption is still very much slowing.
Miguel Chanco (Chief EM Asia Economist)Emerging Asia

EM Asia Datanote: Industrial Production, India, June

  • In one line: A ten-month low, as consumer sectors continue to broadly weaken.
Miguel Chanco (Chief EM Asia Economist)Emerging Asia

EM Asia Datanote: Core Industries, India, June

  • In one line: A skin-deep reprieve, if at all, from waning underlying momentum.
Miguel Chanco (Chief EM Asia Economist)Emerging Asia

EM Asia Datanote: Trade, India, June

  • In one line: A forgetful Q2, overall.
Miguel Chanco (Chief EM Asia Economist)Emerging Asia

EM Asia Datanote: CPI, India, June

  • In one line: Outright food deflation is here, as predicted.
Miguel Chanco (Chief EM Asia Economist)Emerging Asia

EM Asia Datanote: WPI, India, June

  • In one line: Modest, on-and-off deflation looks set to be the theme for H2.
Miguel Chanco (Chief EM Asia Economist)Emerging Asia

PANTHEON EM ASIA DATA WRAP 27 June 2025

A bump in the road for the uptrend in real Philippine import demand

Miguel Chanco (Chief EM Asia Economist)Emerging Asia

PANTHEON EM ASIA DATA WRAP 23 June 2025

A strong finish to India’s Q2, if June's flash PMIs hold

Miguel Chanco (Chief EM Asia Economist)Emerging Asia

PANTHEON EM ASIA DATA WRAP 18 June 2025

Export front-running in Thai exports is still going strong

Miguel Chanco (Chief EM Asia Economist)Emerging Asia

PANTHEON EM ASIA DATA WRAP 13 June 2025

March pop in Indonesian sales evaporates completely, as expected

Miguel Chanco (Chief EM Asia Economist)Emerging Asia

PANTHEON EM ASIA DATA WRAP 6 June 2025

The RBI front-loads most of this year’s remaining cuts
Front-loading of Vietnamese exports to the US continues apace
Latest electricity-price hike nudges Vietnamese inflation up a touch
Vietnamese retail sales are having a torrid Q2
The resurgence in Philippine sales is topping out

Miguel Chanco (Chief EM Asia Economist)Emerging Asia

PANTHEON EM ASIA DATA WRAP 5 June 2025

All clear for another BSP cut this month

Miguel Chanco (Chief EM Asia Economist)Emerging Asia

PANTHEON EM ASIA DATA WRAP 4 June 2025

A bounce of sorts, but ASEAN manufacturing is still shaky

Miguel Chanco (Chief EM Asia Economist)Emerging Asia

PANTHEON EM ASIA DATA WRAP 2 June 2025

A partially welcome collapse in Indonesia’s trade surplus
Near-zero inflation is once again around the corner

Miguel Chanco (Chief EM Asia Economist)Emerging Asia
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Emerging Asia Document Vault, independent macro research, Pantheon Macro, Pantheon Macroeconomics, independent research, ian shepherdson, economic intelligence,