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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
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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
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
MAS likely to stay put next week as inflation inches up
Weak external demand drags on Malaysian manufacturing in Q4
A particularly weak ending to 2023 for Malaysian exports
Singaporean export growth in December falls on weak electronics
Indonesian exports are improving, but demand still isn’t firing on all fronts
Plenty of reassuring details from India’s December WPI
Malaysian retail sales growth picks up in November
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
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