Pantheon Macroeconomics
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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.
Ignore the consensus-matching Q2 y/y print, Philippine consumption is in recession
The RBI keeps up the inflation-fighting talk
Malaysian fuel sales take a hit from subsidy removal
Thai inflation will return to the target range in the next few months
Sales volumes in the Philippines suffer a second straight q/q drop
First BSP rate cut delayed to October
The net trade story will be painful for the Philippines' upcoming Q2 GDP report
Machinery capex bump cushions the unwinding of election spending in Indonesia
Fall in discretionary spending sends Singaporean sales growth back into the red
A big bounce in net goods trade will help Thailand's Q2 GDP
MALAYSIA'S AND VIETNAM’S ‘HOT’ Q2 IN CONTEXT
June slip in Indonesian export growth should be short-lived
Base effects pull Philippine trade growth back down to earth
How long will the bounce in Indonesian sales last with confidence fading?
Philippine sales growth continues to fluctuate wildly around zero
The turn in Philippine inflation is finally here
Vehicle sales in Singapore continue to flatter headline retail sales
ASEAN manufacturing ends H1 on a solid note
Food disinflation in Indonesia intensifies, returning the headline rate back to BI’s target
THE ‘REAL’ ECONOMY WHICH LET DOWN MODI’S BJP
A decent end to Q2 for India's sky-high, if questionable, PMIs
Indonesia’s Ramadan demand this year ends with a whimper
Malaysian retail sales growth slows in April, despite friendly base effects
We’ll swallow the Philippines' big April deficit, as imports showed signs of life
An RBI cut in August now certainly looks off the table
The policy-induced upswing in Thai inflation shouldn’t bother the MPC
Don’t put too much stock into the April leap in Philippine sales
ASEAN’s main exporters are finally staging a revival… slowly
TAIWAN’S PUNCHY Q1 GDP IS AS GOOD AS IT’LL GET
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