- © 2025 Pantheon Macroeconomics
- Tel: +1 914 610 3830
Pantheon Macroeconomics
Best viewed on a device with a bigger screen...
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.
No slow-moving crash, but the honeymoon in Vietnamese exports is clearly over
Ignore the softest sales print in a year
Outright transport deflation will return
Local private demand let the Indonesia economy down in Q3
The post-“Liberation Day” recovery in ASEAN manufacturing sentiment continues
Outright Thai deflation still has a number of months left
Softer food and firmer housing & utilities inflation in the Philippines offset each other
A deceptively quiet end to Q3 for Indonesian trade
Raising our 2026 average inflation forecast to just over 3%
The 2025 upswing in India's PMIs has stalled
Cost-push pressures are pushing up Malaysian inflation
Rebound in mining and quarrying boosts Malaysia’s Q3 GDP past expectations
Export growth accelerates to one of the fastest rates this year
Q3 is shaping up to be fairly decent for Indonesian retail sales
Philippine sales still sliding, but a few green shoots are emerging
Soft… keeping the door wide open for at least one more BSP cut this quarter
Vietnamese growth slipped marginally—in reality—in Q3
Don’t put too much weight on the September uptick in Vietnamese sales
A sense of deja vu… Vietnam’s exports to the US steal the show to close Q3
Transport deflation in Vietnam finally comes to an end, for now
CPI expectations in Thailand need a further recalibration down
The RBI’s pause continues, but further easing is still very much on the table
A sturdy—but narrow—end-Q3 bump in ASEAN manufacturing
Ignore the August jump in Indonesia's surplus; import demand is crashing
Food inflation is firming up fast in Indonesia, but core disinflation is a strong anchor
Real import demand in the Philippines has had a bleak Q3, so far
Thai front-running to the US is now reversing
A soft-ish end to Q3, but Indian momentum is still largely improving
A robust start to Q3 for Indonesian retail sales
A quiet start to Q3, but Philippine sales are still sliding
Philippine inflation has finally bottomed out
Emerging Asia Document Vault, independent macro research, Pantheon Macro, Pantheon Macroeconomics, independent research, ian shepherdson, economic intelligence,