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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.
The RBI’s pause continues, but further easing is still very much on the table
A sturdy—but narrow—end-Q3 bump in ASEAN manufacturing
Ignore the August jump in Indonesia's surplus; import demand is crashing
Food inflation is firming up fast in Indonesia, but core disinflation is a strong anchor
Real import demand in the Philippines has had a bleak Q3, so far
IGNORE INDIA’S ‘HOT’ Q2 GDP; Q3 SHAPING UP TO BE
MUCH MORE SOLID
Thai front-running to the US is now reversing
A soft-ish end to Q3, but Indian momentum is still largely improving
A robust start to Q3 for Indonesian retail sales
A quiet start to Q3, but Philippine sales are still sliding
Philippine inflation has finally bottomed out
A more confident uptick in ASEAN manufacturing, with tariff clouds receding
Still-robust export growth is driving Indonesia’s trade surplus to its highest in years
Surprisingly soft CPI numbers all around for August
Very mixed start to Philippine two-way trade at the start of Q3
BI—RIGHTLY—ISN’T BUYING THE ‘STRONG’ Q2 GDP
India’s flash PMIs for August shrug off Trump’s 50% tariff threat
US tariff themes aplenty in Thailand’s Q2; expect a faster slowdown in H2
The Philippines’ Q2 GDP was a skin-deep, consensus-beating print
Sales numbers show worsening momentum heading into Q3
The RBI holds—understandably—in spite of the tariff let-down
An initial sign that the front-loading of Vietnamese exports to the US is over
A decent start to Q3 for still-depressed Vietnamese retail sales
Transport deflation re-steepens in Vietnam; it's here to stay, for now
June leap in Thai food inflation reverses completely
Big investment rebound drives Indonesia’s Q2 upside surprise
July should mark the low for Philippine inflation, but short-term downside risks dominate
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