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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.
The early 2024 misery in Indonesian exports continues
Indonesian retail sales growth remains well below average, despite the January bounce
Upstream core inflation in India is still MIA; great
A decent, if quiet, start to the year for Philippine trade
In one line: Seasonal effects aside, the export growth outlook remains positive.
The H2 recovery in Philippine sales is stagnating, at best
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
Thank the labour market for the six-month high in ASEAN’s PMI
Non-core factors lead a February bounce in Indonesian inflation
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%
CHICKENS COME HOME TO ROOST IN THAILAND
Singaporean inflation is likely to pick up in February but overall disinflationary path is intact
Malaysian core inflation continues to moderate in Janaury
Import bounce hits Thailand's Q4 hard, but this is no reflection of healthy domestic demand
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
Cracks are emerging in the RBI’s unity
Discretionary spending over the holidays boosts Malaysian sales growth in December
The H2 recovery in Philippine sales lost a lot of upward momentum in Q4
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
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