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.

2 September 2025 Emerging Asia Monitor Fundamentals will help to buttress the IDR's stability in the short run

  • Indonesia’s trade surplus is ballooning again, forcing upgrades to our current account forecasts…
  • …But support from US front-loading will soon fade; commodity prices won’t provide much of a cushion.
  • Rapidly waning core pressure is the main story behind the soft August CPI; one BI cut still to come.
Miguel Chanco (Chief EM Asia Economist)Emerging Asia

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

Miguel Chanco (Chief EM Asia Economist)Emerging Asia

1 September 2025 Emerging Asia Monitor India's punchy Q2 GDP only skin-deep; H2 will be a tale of two halves

  • India’s ‘strong’ Q2 GDP, at 7.8%, was in large part down to a big, positive swing from discrepancies.
  • The data for Q3 so far point to another 7.0% print, at least; we now see full-year GDP growth at this pace.
  • We’ve cut our 2026 GDP growth forecast markedly, to 6.0%, taking into account the likely US tariff hit.
Miguel Chanco (Chief EM Asia Economist)Emerging Asia
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Emerging Asia Document Vault, independent macro research, Pantheon Macro, Pantheon Macroeconomics, independent research, ian shepherdson, economic intelligence,