Pantheon Macroeconomics
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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
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Anti-graft drive drags Philippine growth down to weakest in nearly 15 years
Sagging Philippine imports—masked by base effects—is the real story
EM ASIA EXPORTERS END 2025 WITH A GDP BANG
India showing no care to the US-led geopolitical noise
More confirmation that food price pressures are coming back in India
Recovering sales growth in Indonesia hiding big holes under the surface
Reviving food inflation should soon return Thai CPI to the black
GDP growth in Vietnam surprisingly holds steady above 8%
A robust end to the year for Vietnamese exports, but momentum continues to fade
December bump salvages Vietnamese real retail sales in Q4
Rising food inflation in Vietnam cushions what could have been a bigger December deceleration
Encouraging, but Philippine sales are still broadly struggling
Philippine food inflation is finally reviving
The H2 surge in ASEAN manufacturing ends on a soft note
Slump in Indonesian export growth should soon bottom-out
Brace for a Q1 spike in headline inflation in Indonesia
An anticlimactic end for India’s PMIs to 2025
Q3 SHOULD BE THE PEAK IN INDIA’S ABSURD GDP DATA
Upstream food price pressures in India are reviving more noticeably
BSP easing “nearing its end”, but we still see a terminal rate of 4.25%

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