EM Asia Datanote: Industrial Production, India, August

• In one line: A consumer-led dip, but durables growth is probably bottoming-out.

September 2025- Emerging Asia Chartbook

IGNORE INDIA’S ‘HOT’ Q2 GDP; Q3 SHAPING UP TO BE
MUCH MORE SOLID

• …FISCAL AND MONETARY POLICY IN INDONESIA IS IN FLUX

PANTHEON EM ASIA DATA WRAP 24 September 2025

Thai front-running to the US is now reversing

PANTHEON EM ASIA DATA WRAP 23 September 2025

A soft-ish end to Q3, but Indian momentum is still largely improving

EM Asia Datanote: Core IP, India, August

• In one line: Driven almost exclusively by a V-shaped bounce in coal output.

EM Asia Datanote: Bank Indonesia Decision, September 2025

• In one line: Third time (un)lucky.

EM Asia Datanote: Trade, India, August

• In one line: Distorted by technicalities; real import demand remains healthy-ish.

EM Asia Datanote: WPI, India, August

• In one line: Caused mainly by more moderate primary articles deflation; still tepid, overall.

EM Asia Datanote: CPI, India, August

• In one line: Expect this to be a temporary headline bounce.

PANTHEON EM ASIA DATA WRAP 11 September 2025

A robust start to Q3 for Indonesian retail sales

PANTHEON EM ASIA DATA WRAP 9 September 2025

A quiet start to Q3, but Philippine sales are still sliding

PANTHEON EM ASIA DATA WRAP 5 September 2025

Philippine inflation has finally bottomed out

EM Asia Datanote: CPI, Thailand, August

• In one line: Hit by a descent into outright food deflation.

PANTHEON EM ASIA DATA WRAP 3 September 2025

A more confident uptick in ASEAN manufacturing, with tariff clouds receding

PANTHEON EM ASIA DATA WRAP 1 September 2025

Still-robust export growth is driving Indonesia’s trade surplus to its highest in years
Surprisingly soft CPI numbers all around for August

PANTHEON EM ASIA DATA WRAP 29 August 2025

Very mixed start to Philippine two-way trade at the start of Q3

EM Asia Datanote: Bangko Sentral ng Pilipinas Decision, August 2025

• In one line: A less-dovish cut, but expect at least one more before the end of 2025.

August 2025- Emerging Asia Chartbook

BI—RIGHTLY—ISN’T BUYING THE ‘STRONG’ Q2 GDP

• …TAIWAN’S EXPORT OUTPERFORMANCE HAS STAYING POWER

PANTHEON EM ASIA DATA WRAP 21 August 2025

India’s flash PMIs for August shrug off Trump’s 50% tariff threat

EM Asia Datanote: Bank Indonesia Decision, August 2025

• In one line: Acting now, while the space to do so comfortably remains available.