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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.
An anticlimactic end for India’s PMIs to 2025
Upstream food price pressures in India are reviving more noticeably
Malaysian retail sales are pretty static, again.
BSP easing “nearing its end”, but we still see a terminal rate of 4.25%
A clear, but fragile, recovery in Indonesian sales growth
Negative sales readings in the Philippines are imminent, at this rate
RBI not buying 8%-plus growth either, but taking the chance before CPI mean-reverts
Already-low food inflation in the Philippines continues to backslide
Food inflation returns to the black in Thailand
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
Ignore the Philippines’ misleading y/y trade headlines
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