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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.
Philippine inflation is now firmly within the BSP's 2-to-4% target range
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
An encouraging, but most likely temporary, bounce in ASEAN manufacturing
Yet another reassuring below-consensus drop in Indonesian core inflation
The Philippines' slowdown resumes, but less dramatically than expected
Ignore the Tet noise, two-way trade started 2024 poorly
Retail sales had an abysmal January, too, leaving aside the rose-tinted headline
Headline stickiness is masking a persistent decline in core inflation
A welcome two-sided improvement, but Thai net trade should hit Q4 GDP
Don’t be fooled by the apparent recovery in Philippine exports
MALAYSIA’S Q4 GDP DISAPPOINTS SUBSTANTIALLY...
Indonesian exports are improving, but demand still isn’t firing on all fronts
Plenty of reassuring details from India’s December WPI
Indonesian sales growth is barely keeping its head above water
A welcome widening of the Philippines’ trade deficit in November
The fledgling U-turn in Philippine sales is already losing steam
India’s PMIs for Q4, overall, point to sub-6% GDP growth
Singaporean consumer demand looks subdued, despite the November jump in sales growth
Deflation in Thailand deepens, but December should be the low
Philippine inflation returns to the target range, finally
India's manufacturing PMI falls to an 18-month low
INDIA’S ROSY GDP HEADLINES REMAIN A FARCE
A mixed bag for Indonesian trade in November
The seven-month bout of WPI deflation in India comes to an end
Don’t worry too much about the October crash in Philippine exports
Encouraging start to Q4 for Indonesian retail sales, but dark clouds loom
Weak start to Malaysian private consumption in Q4
The RBI still isn’t showing any appetite for normalisation
Deflation in Thailand will stay for at least one more month
A reminder that any recovery in Philippine domestic demand will be bumpy
India’s PMIs are entering 2024 with waning momentum
Weak start to Singaporean retail sales in Q4
Target range inflation in the Philippines is around the corner
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