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 30 July 2025

PANTHEON EM ASIA DATA WRAP 1 December 2025

ASEAN’s PMI strengthens to a 38-month high
Indonesian export growth finally comes back down to earth; 2027 should be a bit better
The turn in rising food inflation in Indonesia is here

November 2025- Emerging Asia Chartbook

THAI AND PHILIPPINE GROWTH SLOWEST SINCE COVID

  • TAIWAN IS STILL FLYING, BUT THE TURN IN GDP HAS COME

PANTHEON EM ASIA DATA WRAP 25 November 2025

Thailand's bigger-than-expected October deficit masks resurgent US exports

PANTHEON EM ASIA DATA WRAP 21 November 2025

Shaping up to be a very anti-climatic Q4 for India
Malaysia’s recent inflation spike could be over

EM Asia Datanote: Bank Indonesia Decision, November 2025

  • In one line: Easing should resume in December, with a final 25bp move.

EM Asia Datanote: Trade, India, October 2025

  • In one line: Gold imports are still surging, but real import demand has also gone up a gear.

EM Asia Datanote: CPI, India, October 2025

  • In one line: Headline is going nowhere for the rest of this year.

PANTHEON EM ASIA DATA WRAP 11 November 2025

Decent, if unspectacular, close to Q3 for Indonesian retail sales
Sales days and festivals boost Malaysian retail

EM Asia Datanote: Trade, Taiwan, October 2025

  • In one line: Export growth continues to shock to the upside.

PANTHEON EM ASIA DATA WRAP 7 November 2025

The Philippines’ Q3 GDP was ugly all around
Still no light at the end of the tunnel in the sales data

EM Asia Datanote: CPI, Taiwan, October 2025

  • In one line: Probably the boost from the autumn moon festival.
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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,