Pantheon Macroeconomics

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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

Please use the filters on the right to search for a specific date or topic.

PANTHEON EM ASIA DATA WRAP 14 May 2024

PANTHEON EM ASIA DATA WRAP 18 June 2025

Export front-running in Thai exports is still going strong

Miguel Chanco (Chief EM Asia Economist)Emerging Asia

EM Asia Datanote: Trade, India, May

  • In one line: Led by an overdue correction in oil imports.
Miguel Chanco (Chief EM Asia Economist)Emerging Asia

EM Asia Datanote: WPI, India, May

  • In one line: No material change—yet—to the outlook for continued fuel & power deflation.
Miguel Chanco (Chief EM Asia Economist)Emerging Asia

PANTHEON EM ASIA DATA WRAP 13 June 2025

March pop in Indonesian sales evaporates completely, as expected

Miguel Chanco (Chief EM Asia Economist)Emerging Asia

EM Asia Datanote: CPI, India, May

  • In one line: No signs yet of food disinflation stabilising.
Miguel Chanco (Chief EM Asia Economist)Emerging Asia

PANTHEON EM ASIA DATA WRAP 6 June 2025

The RBI front-loads most of this year’s remaining cuts
Front-loading of Vietnamese exports to the US continues apace
Latest electricity-price hike nudges Vietnamese inflation up a touch
Vietnamese retail sales are having a torrid Q2
The resurgence in Philippine sales is topping out

Miguel Chanco (Chief EM Asia Economist)Emerging Asia

PANTHEON EM ASIA DATA WRAP 5 June 2025

All clear for another BSP cut this month

Miguel Chanco (Chief EM Asia Economist)Emerging Asia

PANTHEON EM ASIA DATA WRAP 4 June 2025

A bounce of sorts, but ASEAN manufacturing is still shaky

Miguel Chanco (Chief EM Asia Economist)Emerging Asia

PANTHEON EM ASIA DATA WRAP 2 June 2025

A partially welcome collapse in Indonesia’s trade surplus
Near-zero inflation is once again around the corner

Miguel Chanco (Chief EM Asia Economist)Emerging Asia

PANTHEON EM ASIA DATA WRAP 30 May 2025

The April collapse in Philippine imports in context

Miguel Chanco (Chief EM Asia Economist)Emerging Asia
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Keywords for: Emerging Asia Documents

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