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.
April CPI stays unexpectedly within the BSP's target range
The six-month spell of Thai deflation comes to an end
Export-oriented ASEAN manufacturers continue to underperform
Food inflation in Indonesia finally turns a corner; more of this, please
AN—UNWELCOME—FEELING OF DEJA VU FROM BI
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
Malaysian core inflation drops to a 25-month low
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
Things are suddenly turning up for Indonesian exports
Recovering external demand supports Malaysian manufacturing in Q1 Domestic export growth falls on subdued commodity prices
Sharp drop in pharmaceuticals drags on Singaporean exports
Indonesian retail sales benefit from an election pop in February
Singaporean GDP growth picks up in Q1 on recovering external demand
MAS opens the door to easing in Q4
Base effects are now dominating Philippine sales growth, masking weak marginal trends
Base effects are masking lacklustre momentum in Philippine trade
Festive spending boosts Singaporean retail sales growth in February
8% GROWTH IN INDIA AN UNSUSTAINABLE FACADE
Fundamental pressure on the Thai baht persists
Lunar New Year demand boosts headline CPI in Singapore
New tariff adjustment mechanism pushes up utilities inflation in Malaysia
India's manufacturing PMI jumps to a 17-year high, but so what?
The rebuild of inflationary pressures in services is becoming harder to ignore
Malaysian export growth slumps in February on seasonal effects
Singapore's February exports hide continued recovery in electronics
The early 2024 misery in Indonesian exports continues
Emerging Asia Document Vault, independent macro research, Pantheon Macro, Pantheon Macroeconomics, independent research, ian shepherdson, economic intelligence,