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.

August

EM Asia Datanote: September CPI & August IP, India

  • In one line: A quick return back to the RBI’s target range, in the grand scheme of things.

Miguel Chanco (Chief EM Asia Economist)Emerging Asia

EM Asia Datanote: Core IP, India, August

  • In one line: Core industries are still flying high, but the upsurge in refined petroleum products looks overstretched.

Miguel Chanco (Chief EM Asia Economist)Emerging Asia

EM Asia Datanote: Trade, India, August

  • In one line: A welcome deterioration in the trade balance, unlike in Indonesia.

Miguel Chanco (Chief EM Asia Economist)Emerging Asia

EM Asia Datanote: WPI, India, August

  • In one line: Fuel and power deflation has turned a sharp corner.

Miguel Chanco (Chief EM Asia Economist)Emerging Asia

EM Asia Datanote: August CPI & July IP, India

  • In one line: The beginning of the end of the tomato price crisis; the consumer catch-up drives the July bounce in IP growth.

Miguel Chanco (Chief EM Asia Economist)Emerging Asia

PANTHEON EM ASIA DATA WRAP 29 August 2023

Context removes some of the sheen from Vietnam’s better August trade data
Retail sales growth is finally finding its footing
Transport deflation is making a quick exit, pushing up August's headline rate

Miguel Chanco (Chief EM Asia Economist)Emerging Asia

PANTHEON EM ASIA DATA WRAP 25 August 2023

Demand from EM Asia is—yet again—letting Thai exports down
Friendly base effects and moderating food inflation weigh on headline CPI in Malaysia

Miguel Chanco (Chief EM Asia Economist)Emerging Asia

PANTHEON EM ASIA DATA WRAP 18 August 2023

Weak external demand takes a toll on Q2 Malaysian GDP
Malaysian export growth continued to languish in the red in July

Moorthy Krshnan (Senior Asia Economist)Emerging Asia

PANTHEON EM ASIA DATA WRAP 10 August 2023

The Philippines’ main engine has run out of fuel
Some understandable fighting talk from the RBI, but nothing more

Miguel Chanco (Chief EM Asia Economist)Emerging Asia

PANTHEON EM ASIA DATA WRAP 9 August 2023

Indonesian retail sales growth receives a temporary boost from favourable Ramadan calendar effects 
Continued recovery in tourism during Malaysia's holiday period leads to a pick-up in retail sales growth

Miguel Chanco (Chief EM Asia Economist)Emerging Asia

PANTHEON EM ASIA DATA WRAP 8 August 2023

Still no end in sight to the rolling over of sales in the Philippines
Exports end Q2 on a decent note, but downside risks remain

Miguel Chanco (Chief EM Asia Economist)Emerging Asia

PANTHEON EM ASIA DATA WRAP 7 August 2023

Indonesian domestic demand papers over the evaporation of trade in Q2
This is not the start of a sustained reacceleration of inflation in Thailand

Miguel Chanco (Chief EM Asia Economist)Emerging Asia

PANTHEON EM ASIA DATA WRAP 4 August 2023

The Philippines remains on track for target-range inflation in Q4
Plunging vehicle sales in Singapore make consumer demand look weaker than it actually is

Miguel Chanco (Chief EM Asia Economist)Emerging Asia

PANTHEON EM ASIA DATA WRAP 1 August 2023

An outright collapse in Indonesian inflation is just around the corner
No nerves in India’s lofty manufacturing PMI at the start of Q3

Miguel Chanco (Chief EM Asia Economist)Emerging Asia

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