Pantheon Macroeconomics

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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.

PANTHEON EM ASIA DATA WRAP 1 July 2024 Miguel Chanco (Chief EM Asia Economist)

PANTHEON EM ASIA DATA WRAP 8 October 2024

The ongoing run of positive Philippine sales growth is fragile

Miguel Chanco (Chief EM Asia Economist)Emerging Asia

PANTHEON EM ASIA DATA WRAP 7 October 2024

Base effects from late-2023 utility cuts lead modest headline uptick in Thai inflation

Miguel Chanco (Chief EM Asia Economist)Emerging Asia

PANTHEON EM ASIA DATA WRAP 4 October 2024

Below-target range inflation effectively guarantees another BSP cut this month

Miguel Chanco (Chief EM Asia Economist)Emerging Asia

PANTHEON EM ASIA DATA WRAP 1 October 2024

Export-oriented manufacturers in ASEAN hit a speed-bump at the end of Q3
Much more food disinflation ahead in Indonesia

Miguel Chanco (Chief EM Asia Economist)Emerging Asia

September 2024 - Emerging Asia Chartbook

BI SPRINGS A SEP. SURPRISE; 50BP MORE CUTS IN Q4

  • …INDIA’S GDP GROWTH SLOWDOWN IS FAR FROM OVER

Miguel Chanco (Chief EM Asia Economist)Emerging Asia

PANTHEON EM ASIA DATA WRAP 23 September 2024

The moderation in India’s PMIs continues, as they end Q3 on a soft note
Food disinflation pushed down Malaysian inflation in August
Singaporean headline inflation falls in August, despite a pick-up in core

Miguel Chanco (Chief EM Asia Economist)Emerging Asia

PANTHEON EM ASIA DATA WRAP 17 September 2024

A solid month of August for Indonesian exports, but downside risks linger
Recovery in Singapore's semiconductor exports cushions August headline

Miguel Chanco (Chief EM Asia Economist)Emerging Asia

EM Asia Datanote: August CPI & July IP, India

  • In one line: The improvement in food inflation is real; IP is losing steam, with support from consumer industries fading quickly.

Miguel Chanco (Chief EM Asia Economist)Emerging Asia

PANTHEON EM ASIA DATA WRAP 10 September 2024

Indonesian retail sales growth remains skin-deep
A reassuring start to the third quarter for Philippine trade

Miguel Chanco (Chief EM Asia Economist)Emerging Asia

PANTHEON EM ASIA DATA WRAP 6 September 2024

Vietnamese exports are regaining momentum, thanks in large part to US demand
We’ve seen enough; downgrading our inflation forecasts for Vietnam
Actual retail sales growth in Vietnam remains in the log single-digit range
The latest slump in Philippine sales is starting to bottom out, just

Miguel Chanco (Chief EM Asia Economist)Emerging Asia

PANTHEON EM ASIA DATA WRAP 5 September 2024

Philippine inflation falls back dramatically into the BSP’s target range, thanks to food base effects
The return of transportation and communication deflation in Thailand should be short-lived
Soft start for Singaporean retail sales growth in Q3

Miguel Chanco (Chief EM Asia Economist)Emerging Asia

PANTHEON EM ASIA DATA WRAP 4 September 2024

Indonesia’s PMI is going from bad to worse, hitting the ASEAN headline

Miguel Chanco (Chief EM Asia Economist)Emerging Asia

PANTHEON EM ASIA DATA WRAP 2 September 2024

Steady headline masks continued food disinflation in Indonesia

Miguel Chanco (Chief EM Asia Economist)Emerging Asia

EM Asia Datanote: Q2 GDP and July Core Production, India

  • In one line: Unwinding of discrepancy boost in Q2 hides early signs of a revival in consumption.

Miguel Chanco (Chief EM Asia Economist)Emerging Asia

August 2024 - Emerging Asia Chartbook

BSP PULLS THE TRIGGER ON RATE CUTS

  • …INDIA’S FINAL 2024/25 BUDGET IS NO GAME-CHANGER

Miguel Chanco (Chief EM Asia Economist)Emerging Asia

PANTHEON EM ASIA DATA WRAP 19 August 2024

Unsustainable export bounce saves Thai Q2 GDP; domestic demand still lethargic

Miguel Chanco (Chief EM Asia Economist)Emerging Asia

PANTHEON EM ASIA DATA WRAP 15 August 2024

The BSP pulls the trigger… more—and potentially larger—cuts to come in Q4
Indonesia’s small trade surplus isn’t actually that bad, while the stellar y/y rates need to be put into context

Miguel Chanco (Chief EM Asia Economist)Emerging Asia

PANTHEON EM ASIA DATA WRAP 9 August 2024

Underlying sales momentum in Indonesia was fading heading into Q3

Miguel Chanco (Chief EM Asia Economist)Emerging Asia

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Keywords for: Emerging Asia Documents

Emerging Asia Document Vault, independent macro research, Pantheon Macro, Pantheon Macroeconomics, independent research, ian shepherdson, economic intelligence,