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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PANTHEON EM ASIA DATA WRAP 16 May 2025

PANTHEON EM ASIA DATA WRAP 4 July 2025

Philippine inflation still comfortably below the BSP’s range

PANTHEON EM ASIA DATA WRAP 1 July 2025

Post-export-front-loading clouds for ASEAN continue to darken
Indonesian export growth probably will buckle again in Q3
Expect a further rise in Indonesian food inflation in the July report

PANTHEON EM ASIA DATA WRAP 27 June 2025

A bump in the road for the uptrend in real Philippine import demand

June 2025- Emerging Asia Chartbook

THE RBI—RIGHTLY—ISN’T BUYING THIS ‘RECOVERY’

  • …CRACKS SHOWING IN THE EXPORT FRONT-LOADING STORY

EM Asia Datanote: Trade, India, May

  • In one line: Led by an overdue correction in oil imports.

EM Asia Datanote: WPI, India, May

  • In one line: No material change—yet—to the outlook for continued fuel & power deflation.

PANTHEON EM ASIA DATA WRAP 13 June 2025

March pop in Indonesian sales evaporates completely, as expected

EM Asia Datanote: CPI, India, May

  • In one line: No signs yet of food disinflation stabilising.

PANTHEON EM ASIA DATA WRAP 6 June 2025

The RBI front-loads most of this year’s remaining cuts
Front-loading of Vietnamese exports to the US continues apace
Latest electricity-price hike nudges Vietnamese inflation up a touch
Vietnamese retail sales are having a torrid Q2
The resurgence in Philippine sales is topping out

PANTHEON EM ASIA DATA WRAP 2 June 2025

A partially welcome collapse in Indonesia’s trade surplus
Near-zero inflation is once again around the corner

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