Pantheon Macroeconomics

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Below is a list of our Emerging Asia Publications for the last 6 months. If you are looking for reports older than 6 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.

EM Asia Datanote: Industrial Production, India, April 2021

In one line: Not much to celebrate, unless base effects are your thing.

Miguel Chanco (Senior Asia Economist)11th Jun 2021 15:23Emerging Asia

10 June 2021 The Philippines Won the Covid Battle--Not the War--in Q2

The Philippine economy looks miraculously to have survived the second wave of Covid-19 without any major scars. 

Miguel Chanco (Senior Asia Economist)10th Jun 2021 00:10Emerging Asia

PANTHEON EMERGING ASIA DATA WRAP 9.6.21

Base effects mask a correction in two-way trade

Miguel Chanco (Senior Asia Economist)9th Jun 2021 16:22Emerging Asia

PANTHEON EMERGING ASIA DATA WRAP 8.6.21

The second wave hit isn't as bad as we feared.

Miguel Chanco (Senior Asia Economist)8th Jun 2021 06:55Emerging Asia

8 June 2021 Indonesia is Slowly Exiting Fiscal Stimulus, with an Eye on the Fed

Indonesia's government is starting to see the light at the end of the Covid-19 tunnel, announcing last week that the  discounts for household electricity bills will end this...

Miguel Chanco (Senior Asia Economist)8th Jun 2021 00:10Emerging Asia

7 June 2021 Did the Reserve Bank of India Just Set the Stage for Normalisation?

The Monetary Policy Committee of the Reserve Bank of India voted unanimously again on Friday to keep the policy repo rate unchanged, at 4.00%.

Miguel Chanco (Senior Asia Economist)7th Jun 2021 00:10Emerging Asia

PANTHEON EMERGING ASIA DATA WRAP 4.6.21

A more realistic growth forecast from the RBI. Food inflation in the Philippines probably has bottomed-out. Another round of utilities relief pulls inflation down quickly...

Miguel Chanco (Senior Asia Economist)4th Jun 2021 15:48Emerging Asia

4 June 2021 Don't Take any Solace from the Modest Fall in India's PMIs

India's PMIs finally are starting to reflect the economic damage caused by the second virus wave and the local lockdowns imposed to control it.

Miguel Chanco (Senior Asia Economist)4th Jun 2021 00:10Emerging Asia

PANTHEON EMERGING ASIA DATA WRAP 3.6.21

Painful, but still nowhere near as bad as last year's lockdown.

Miguel Chanco (Senior Asia Economist)3rd Jun 2021 16:02Emerging Asia

3 June 2021 Vietnam's Q2 Growth Spike Still is Intact, Thanks to Industry

The upswing in GDP growth in Vietnam looks poised to remain on track in the current quarter, despite the headwinds posed by its largest Covid wavelet.

Miguel Chanco (Senior Asia Economist)3rd Jun 2021 00:10Emerging Asia

EM Asia Datanote: CPI, Indonesia, May 2021

In one line: This year's "more normal" Ramadan is driving up food prices.

Miguel Chanco (Senior Asia Economist)2nd Jun 2021 16:28Emerging Asia

EM Asia Datanote: Manufacturing PMI, ASEAN, May 2021

In one line: Indonesia continues to drive regional manufacturing.

Miguel Chanco (Senior Asia Economist)2nd Jun 2021 16:27Emerging Asia

2 June 2021 Don't Relax; India's Q2 will Hurt and the H2 Bounce won't be Emphatic

India's GDP report for the first quarter surprised to the upside, firming up to 1.6% year-over-year, from 0.4% in Q4.

Miguel Chanco (Senior Asia Economist)2nd Jun 2021 00:10Emerging Asia

PANTHEON EMERGING ASIA DATA WRAP 1.6.21

More realistic, but the real impact of the second wave will look much worse.

Miguel Chanco (Senior Asia Economist)1st Jun 2021 14:38Emerging Asia

1 June 2021 We Might as Well Call it Covid-21 in Emerging Asia...

While Covid-19 is steadily disappearing from the rear-view mirror of most developed markets, the virus continues to wreak havoc in the emerging world, including Asia's largest EMs.

Miguel Chanco (Senior Asia Economist)1st Jun 2021 00:10Emerging Asia

*May 2021 - Emerging Asia Chartbook

Pre-2022 Immunity In India Still Is Within Reach...Overly Cautious Views On Indonesia Are Misplaced

Miguel Chanco (Senior Asia Economist)26th May 2021 13:53Emerging Asia

26 May 2021 Below-Target Inflation is Yet Another Reason Why BI will Remain on Hold

Below-Target Inflation is Yet Another Reason Why BI will Remain on Hold

Miguel Chanco (Senior Asia Economist)26th May 2021 00:10Emerging Asia

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