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.

PANTHEON EM ASIA DATA WRAP 1 July 2024 Miguel Chanco (Chief EM Asia Economist)

May 2024 - Emerging Asia Chartbook

TAIWAN’S PUNCHY Q1 GDP IS AS GOOD AS IT’LL GET

  • …ELECTION TAILWINDS IN INDONESIA’S Q1 ARE IRREPLICABLE

Miguel Chanco (Chief EM Asia Economist)Emerging Asia

PANTHEON EM ASIA DATA WRAP 23 May 2024

India’s lofty manufacturing PMI is becoming more well-rounded
India’s unreliable flash services PMI is still plateauing
Higher utilities inflation in Singapore offsets food disinflation in April

Miguel Chanco (Chief EM Asia Economist)Emerging Asia

PANTHEON EM ASIA DATA WRAP 20 May 2024

Don’t hang your hat on Thailand’s market-beating Q1 GDP print
Malaysian export recovery still in play despite headline trade figures likely falling in May

Miguel Chanco (Chief EM Asia Economist)Emerging Asia

PANTHEON EM ASIA DATA WRAP 15 May 2024

A poorer start to Q2 for Indonesian trade than suggested by the already-soft headlines

Miguel Chanco (Chief EM Asia Economist)Emerging Asia

PANTHEON EM ASIA DATA WRAP 14 May 2024

Will the Q1 strength in Indonesian sales carry over to Q2?

Miguel Chanco (Chief EM Asia Economist)Emerging Asia

PANTHEON EM ASIA DATA WRAP 9 May 2024

A very quiet start to the year for the Philippine economy, especially in private domestic demand
Malaysian retail sales growth rises in March, despite a drop in wholesale growth

Miguel Chanco (Chief EM Asia Economist)Emerging Asia

PANTHEON EM ASIA DATA WRAP 8 May 2024

The H2 2023 recovery in Philippine sales hit a big speed-bump in Q1
Not the kind of deficit reduction we’d like to see

Miguel Chanco (Chief EM Asia Economist)Emerging Asia

PANTHEON EM ASIA DATA WRAP 7 May 2024

April CPI stays unexpectedly within the BSP's target range

Miguel Chanco (Chief EM Asia Economist)Emerging Asia

PANTHEON EM ASIA DATA WRAP 2 May 2024

Export-oriented ASEAN manufacturers continue to underperform
Food inflation in Indonesia finally turns a corner; more of this, please

Miguel Chanco (Chief EM Asia Economist)Emerging Asia

April 2024 - Emerging Asia Chartbook

AN—UNWELCOME—FEELING OF DEJA VU FROM BI

  • …GDP GROWTH IN DEVELOPED ASEAN PICKS UP IN Q1

Miguel Chanco (Chief EM Asia Economist)Emerging Asia

PANTHEON EM ASIA DATA WRAP 29 April 2024

Downward pressure on the Thai baht continues to intensify
Correction in Vietnamese exports bleeds into Q2
Ignore the headline; retail sales growth in Vietnam is still wobbling
Expect a further leg up in Vietnamese inflation in May, the likely peak

Miguel Chanco (Chief EM Asia Economist)Emerging Asia

PANTHEON EM ASIA DATA WRAP 23 April 2024

Firmer employment cushions a marginal softening in orders and output in India’s April manufacturing PMI
India’s services PMI remains comfortably above 60; thankfully, April saw an easing in price pressures
Singapore's inflation outlook remains challenging, depsite the March drop

Miguel Chanco (Chief EM Asia Economist)Emerging Asia

PANTHEON EM ASIA DATA WRAP 11 April 2024

Base effects are masking lacklustre momentum in Philippine trade

Miguel Chanco (Chief EM Asia Economist)Emerging Asia

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Emerging Asia Document Vault, independent macro research, Pantheon Macro, Pantheon Macroeconomics, independent research, ian shepherdson, economic intelligence,