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 24 June 2024

PANTHEON EM ASIA DATA WRAP 10 July 2024

Base effects pull Philippine trade growth back down to earth

Miguel Chanco (Chief EM Asia Economist)Emerging Asia

PANTHEON EM ASIA DATA WRAP 9 July 2024

How long will the bounce in Indonesian sales last with confidence fading?
Philippine sales growth continues to fluctuate wildly around zero

Miguel Chanco (Chief EM Asia Economist)Emerging Asia

EM Asia Datanote: CPI, Taiwan, June

  • In one line: Faster goods inflation pushes up the headline. 

Moorthy Krshnan (Senior Asia Economist)Emerging Asia

EM Asia Datanote: CPI, Thailand, June

  • In one line: Should be just a temporary drop below the BoT’s target range.

Miguel Chanco (Chief EM Asia Economist)Emerging Asia

PANTHEON EM ASIA DATA WRAP 5 July 2024

The turn in Philippine inflation is finally here
Vehicle sales in Singapore continue to flatter headline retail sales

Miguel Chanco (Chief EM Asia Economist)Emerging Asia

PANTHEON EM ASIA DATA WRAP 1 July 2024

ASEAN manufacturing ends H1 on a solid note
Food disinflation in Indonesia intensifies, returning the headline rate back to BI’s target

Miguel Chanco (Chief EM Asia Economist)Emerging Asia

June 2024 - Emerging Asia Chartbook

THE ‘REAL’ ECONOMY WHICH LET DOWN MODI’S BJP

  • …NOTE THE NUANCE IN MALAYSIA’S DIESEL-SUBSIDY REFORM

Miguel Chanco (Chief EM Asia Economist)Emerging Asia

PANTHEON EM ASIA DATA WRAP 24 June 2024

Core inflation in Singapore remains unchanged in May, despite headline rise

Moorthy Krshnan (Senior Asia Economist)Emerging Asia

PANTHEON EM ASIA DATA WRAP 21 June 2024

A decent end to Q2 for India's sky-high, if questionable, PMIs

Miguel Chanco (Chief EM Asia Economist)Emerging Asia

PANTHEON EM ASIA DATA WRAP 20 June 2024

Export growth surprises to the upside, as electronics roar ahead 

Moorthy Krshnan (Senior Asia Economist)Emerging Asia

PANTHEON EM ASIA DATA WRAP 18 June 2024

Semiconductor export growth makes an impressive recovery in Singapore

Moorthy Krshnan (Senior Asia Economist)Emerging Asia

PANTHEON EM ASIA DATA WRAP 11 June 2024

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

Miguel Chanco (Chief EM Asia Economist)Emerging Asia

PANTHEON EM ASIA DATA WRAP 7 June 2024

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

Miguel Chanco (Chief EM Asia Economist)Emerging Asia

PANTHEON EM ASIA DATA WRAP 5 June 2024

Tough start to Q2 for Singaporean consumption
No breach of the BSP’s inflation target range to see here

Moorthy Krshnan (Senior Asia Economist)Emerging Asia

PANTHEON EM ASIA DATA WRAP 4 June 2024

ASEAN’s main exporters are finally staging a revival… slowly

Miguel Chanco (Chief EM Asia Economist)Emerging Asia

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

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