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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.

cpi data

EM Asia Datanote: CPI, India, August

  • In one line: Expect this to be a temporary headline bounce.

EM Asia Datanote: CPI, Thailand, August

  • In one line: Hit by a descent into outright food deflation.

PANTHEON EM ASIA DATA WRAP 3 September 2025

A more confident uptick in ASEAN manufacturing, with tariff clouds receding

PANTHEON EM ASIA DATA WRAP 1 September 2025

Still-robust export growth is driving Indonesia’s trade surplus to its highest in years
Surprisingly soft CPI numbers all around for August

PANTHEON EM ASIA DATA WRAP 29 August 2025

Very mixed start to Philippine two-way trade at the start of Q3

PANTHEON EM ASIA DATA WRAP 21 August 2025

India’s flash PMIs for August shrug off Trump’s 50% tariff threat

PANTHEON EM ASIA DATA WRAP 18 August 2025

US tariff themes aplenty in Thailand’s Q2; expect a faster slowdown in H2

PANTHEON EM ASIA DATA WRAP 7 August 2025

The Philippines’ Q2 GDP was a skin-deep, consensus-beating print
Sales numbers show worsening momentum heading into Q3

PANTHEON EM ASIA DATA WRAP 6 August 2025

The RBI holds—understandably—in spite of the tariff let-down
An initial sign that the front-loading of Vietnamese exports to the US is over
A decent start to Q3 for still-depressed Vietnamese retail sales
Transport deflation re-steepens in Vietnam; it's here to stay, for now
June leap in Thai food inflation reverses completely

PANTHEON EM ASIA DATA WRAP 5 August 2025

Big investment rebound drives Indonesia’s Q2 upside surprise
July should mark the low for Philippine inflation, but short-term downside risks dominate

PANTHEON EM ASIA DATA WRAP 1 August 2025

Early US trade deals in July help ASEAN manufacturing find its feet, for now
Indonesian export growth is in for a weaker H2
Discount the base effects lifting Indonesian food inflation; the headline should now stabilise

PANTHEON EM ASIA DATA WRAP 30 July 2025

Philippine trade was flattered hugely by base effects in June

PANTHEON EM ASIA DATA WRAP 24 July 2025

PMIs indicate a decent start to Q3 for India’s economy
US front-loading in Thailand is still going strong

EM Asia Datanote: CPI, India, June

  • In one line: Outright food deflation is here, as predicted.

PANTHEON EM ASIA DATA WRAP 9 July 2025

Indonesian sales remain tepid, at best… stimulus ‘pop’ looking small

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