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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
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