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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Q2 GDP and July Core Production
- In one line: Made to look much worse by Diwali distortions.
- In one line: Not worth the paper it’s printed on.
- In one line: Poor; residual Diwali noise is only partly to blame.
- In one line: Softer, but still beating expectations.
- In one line: A minor setback; positive momentum still rebuilding.
- In one line: A collapse long in the making; still some way to go before growth falls back down to earth.
- In one line: A consumer-led dip, but durables growth is probably bottoming-out.
- In one line: Driven almost exclusively by a V-shaped bounce in coal output.
- In one line: Flattered hugely by discrepancies, but some reassuring details nonetheless.
- In one line: Recovering to a four-month high, with some help from base effects.
- In one line: A reassuring and much-needed turn in overall momentum and, especially, in electricity production.