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.

pantheon em asia data wrap 29 may 2026

EM Asia Datanote: Retail Sales, Thailand, March 2026

  • In one line: Headline still normalising; April consumption shows war squeeze.

May 2026- Emerging Asia Chartbook

BI SHOCKS WITH A 50BP HIKE; Q1 STRENGTH DUBIOUS

  • …TAIWAN STILL FLYING, BUT DOWNSIDE RISKS ARE RISING

PANTHEON EM ASIA DATA WRAP 21 May 2026

Indian manufacturing still struggling; pop in prices fading

PANTHEON EM ASIA DATA WRAP 20 May 2026

Brace for more eye-wateringly strong export growth in Malaysia.

PANTHEON EM ASIA DATA WRAP 18 May 2026

Thai growth sees a natural payback from the interim government pop
Analysts were also too gloomy on Singapore exports 

EM Asia Datanote: Trade, India, April 2026

  • In one line: Some reassuring developments, but take the y/y leaps with a pinch of salt.

EM Asia Datanote: WPI, India, April 2026

  • In one line: Hot, thanks to the naturally delayed oil boost.

EM Asia Datanote: CPI, India, April 2026

  • In one line: Food price pressures at the margin are collapsing.

PANTHEON EM ASIA DATA WRAP 12 May 2026

Sales growth is souring in Indonesia, for a handful of reasons

PANTHEON EM ASIA DATA WRAP 11 May 2026

Another quarter of lacklustre consumption in Malaysia

PANTHEON EM ASIA DATA WRAP 7 May 2026

The main reason why the BSP should be reluctant to hike further

PANTHEON EM ASIA DATA WRAP 6 May 2026

Iran war ’saves’ Thailand from prolonged deflation
Already signs of an inflation squeeze on Philippine sales

PANTHEON EM ASIA DATA WRAP 5 May 2026

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

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Keywords for: Emerging Asia Documents

Emerging Asia Document Vault, independent macro research, Pantheon Macro, Pantheon Macroeconomics, independent research, ian shepherdson, economic intelligence,