Below is a list of our Emerging Asia Publications for the last 6 months. If you are looking for reports older than 6 months please email info@pantheonmacro.com, or contact your account rep
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- Inflation in the Philippines plunged in October, making the BSP’s recent hike look more reckless...
- ...The U-turn in rice prices is now feeding through, and the unbroken core disinflation is far from over.
- Outright deflation has taken hold in Thailand, but it should be relatively mild and last until early Q2.
Miguel Chanco (Chief EM Asia Economist)Emerging Asia
- GDP growth in Indonesia slowed to 4.9% in Q3, from 5.2% in Q2, falling just shy of expectations...
- ...Public and private consumption were largely to blame, and improvement any time soon is unlikely.
- Exports were grim, but the worst is over; the same cannot be said, however, for equipment capex.
Miguel Chanco (Chief EM Asia Economist)Emerging Asia
Indonesia’s Q3 GDP miss is worse than it looks
The government’s fuel price cuts brings about deflation in Thailand
Miguel Chanco (Chief EM Asia Economist)Emerging Asia
- Inflation in Singapore is likely to remain elevated at 4.1% next year, but down from 5.0% in 2023...
- ...As the GST hike, higher regulated transport and commodity prices fuel inflationary pressures.
- Thankfully, COE prices—a key driver of inflation this year—are likely to moderate from H2 2024.
Moorthy Krshnan (Senior Asia Economist)Emerging Asia
- The BNM maintains the overnight policy rate at 3.00% at its November meeting...
- ...As it prioritised supporting domestic demand while using FX intervention to support the MYR.
- We expect the BNM to hold rates steady for most of 2024, cutting rates only once by 25bp in Q4.
Moorthy Krshnan (Senior Asia Economist)Emerging Asia
- In one line: The BNM keeps the OPR accommodative, eyeing other instruments to manage MYR weakness.
Moorthy Krshnan (Senior Asia Economist)Emerging Asia
