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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

Please use the filters on the right to search for a specific date or topic.

February IP & March CPI

EM Asia Datanote: CPI, Taiwan, February

  • In one line: Seasonal impact from the Lunar New Year results in a jump to services inflation.

Moorthy Krshnan (Senior Asia Economist)Emerging Asia

EM Asia Datanote: Bank Negara Malaysia Decision

  • In one line: Ringgit weakness worries BNM, but its opting for non-rate measures.

Moorthy Krshnan (Senior Asia Economist)Emerging Asia

PANTHEON EM ASIA DATA WRAP 5 March 2024

Seasonal effects aside, Singaporean consumer demand remains healthy
Outright deflation in Thailand should be over in a few months
The favourable January food price drag in the Philippines is unwinding partially

Moorthy Krshnan (Senior Asia Economist)Emerging Asia

PANTHEON EM ASIA DATA WRAP 1 March 2024

Thank the labour market for the six-month high in ASEAN’s PMI
Non-core factors lead a February bounce in Indonesian inflation

Miguel Chanco (Chief EM Asia Economist)Emerging Asia

PANTHEON EM ASIA DATA WRAP 29 February 2024

Don’t worry about the Tet noise, Vietnam's export recovery remains on track
Reported sales growth continues to tell only a small part of the—weak underlying—story
Noticeable seasonal demand for food and adverse base effects push inflation up to 4%

Miguel Chanco (Chief EM Asia Economist)Emerging Asia

PANTHEON EM ASIA DATA WRAP 23 February 2024

Singaporean inflation is likely to pick up in February but overall disinflationary path is intact 
Malaysian core inflation continues to moderate in Janaury

Moorthy Krshnan (Senior Asia Economist)Emerging Asia

PANTHEON EM ASIA DATA WRAP 19 February 2024

Import bounce hits Thailand's Q4 hard, but this is no reflection of healthy domestic demand

Miguel Chanco (Chief EM Asia Economist)Emerging Asia

PANTHEON EM ASIA DATA WRAP 16 February 2024

Still waiting on Indonesian retail sales to show any real signs of life
Singaporean export growth leaps in Janaury, but any celebration would be premature

Miguel Chanco (Chief EM Asia Economist)Emerging Asia

EM Asia Datanote: January CPI & December IP, India

  • In one line: Still waiting on the onion price correction to show in CPI; the trend in IP growth is clearly one of moderation.

Miguel Chanco (Chief EM Asia Economist)Emerging Asia

PANTHEON EM ASIA DATA WRAP 8 February 2024

Cracks are emerging in the RBI’s unity
Discretionary spending over the holidays boosts Malaysian sales growth in December

Miguel Chanco (Chief EM Asia Economist)Emerging Asia

PANTHEON EM ASIA DATA WRAP 7 February 2024

The H2 recovery in Philippine sales lost a lot of upward momentum in Q4

Miguel Chanco (Chief EM Asia Economist)Emerging Asia

PANTHEON EM ASIA DATA WRAP 6 February 2024

Philippine inflation is now firmly within the BSP's 2-to-4% target range

Miguel Chanco (Chief EM Asia Economist)Emerging Asia

PANTHEON EM ASIA DATA WRAP 5 February 2024

Inventories hide a general slowdown in Indonesian private domestic demand in Q4
Jump in Singaporean vehicle sales in December was unable to offset weakness in other areas
The near-2% consensus for average Thai inflation this year is looking increasingly absurd

Miguel Chanco (Chief EM Asia Economist)Emerging Asia

PANTHEON EM ASIA DATA WRAP 1 February 2024

An encouraging, but most likely temporary, bounce in ASEAN manufacturing
Yet another reassuring below-consensus drop in Indonesian core inflation

Miguel Chanco (Chief EM Asia Economist)Emerging Asia

EM Asia Datanote: December CPI & November IP, India

  • In one line: The CPI report has yet to pick-up the correction in onion prices; don’t panic over the Diwali-related crash in IP growth.

Miguel Chanco (Chief EM Asia Economist)Emerging Asia

EM Asia Datanote: CPI, Malaysia, November

  • In one line: A new post-pandemic low, but risks to the outlook from imported inflation increase.

Moorthy Krshnan (Senior Asia Economist)Emerging Asia

EM Asia Datanote: November CPI & October IP, India

  • In one line: The worst of the recent food price surge is over; Diwali calendar effects flatter October IP massively.

Miguel Chanco (Chief EM Asia Economist)Emerging Asia

EM Asia Datanote: CPI, India, October

  • In one line: Slowing core inflation will make the next few months of headline stubbornness easier to swallow.

Miguel Chanco (Chief EM Asia Economist)Emerging Asia

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