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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.
A broadly constructive deterioration of the Philippines' trade balance in Q1
EARLY Q1 GDP NUMBERS SHOW A GENERAL COOLING
Indian PMIs rebounding on the back of the fragile ceasefire
RBI is keeping calm and carrying on with a sensible pause
Oil surge leads to an immediate breach of the BSP’s target range
Recovering domestic demand will soon hit a brick wall
Iran war hits most ASEAN factories hard; price shock immediate and big
Indonesia’s trade surplus and exports will soon see brighter days
A swift return to BI’s target range thanks to base effects
Two-way trade in the Philippines was picking up steam before the war
CPI FORECASTS UP ACROSS THE BOARD IN EM ASIA
Iran war, unsurprisingly, hits India's PMIs immediately
Iran war forcing an upgrade to our 2026 India WPI forecast to 5%
A decent, if unimpressive, start to the year for Indonesian retail sales
Don’t stress about the February collapse in Vietnamese export growth
A disappointing Tet season for retail sales in Vietnam
Raising our 2026 average inflation forecast for Vietnam to 3.7%
Strong end-2025 momentum in Philippine sales carrying over to early-2025
Rising domestic and external demand lifting most boats in ASEAN
No post-Ukraine-war like burst, yet, to expect from export growth
Underlying price pressures rising, but feel free to ignore the breach of BI’s range
Ignore the y/y misses; lots to be reassured about in the Philippine trade details
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