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

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EM Asia Datanote: Retail Sales, Thailand, August 2025

  • In one line: ‘Others’ component goes from friend to foe; underlying growth is showing more stability.
Miguel Chanco (Chief EM Asia Economist)Emerging Asia

3 November 2025 Emerging Asia Monitor Taiwan's GDP growth still strong, but we think it's finally peaked

  • Taiwan’s GDP growth for Q3 b eat expectations, though it moderated slightly to 7.6% from 8.0%.
  • Demand for AI hardware remains solid, but supply-side factors give no indication of strong growth…
  • …Still, the AI boom could also be accelerating productivity gains and capital- deepening.
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,