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
Please use the filters on the right to search for a specific date or topic.
Still no signs of fragility in the bullet train that is Vietnamese trade
Real sales growth continues to track softer in Q2
Small inflation uptick, but still uncomfortably above the SBV's ceiling
ASEAN manufacturing is finally starting to stabilise
Food drives the initial bounce-back in Indonesian inflation
Commodity-price boost to Indonesian two-way trade is finally here
Commodity-price surge is piling pressure on the peso
BI SHOCKS WITH A 50BP HIKE; Q1 STRENGTH DUBIOUS
Indian manufacturing still struggling; pop in prices fading
Thai growth sees a natural payback from the interim government pop
Analysts were also too gloomy on Singapore exports
Sales growth is souring in Indonesia, for a handful of reasons
The main reason why the BSP should be reluctant to hike further
Iran war ’saves’ Thailand from prolonged deflation
Already signs of an inflation squeeze on Philippine sales
Indonesia’s sturdy Q1 GDP is only skin-deep
ASEAN manufacturing continues to lose steam
Another BSP rate hike now seems likely, however misguided
Singapore's March retail sales doesn't look as good as it does under the surface
A broadly constructive deterioration of the Philippines' trade balance in Q1

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