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.

august

EM Asia Datanote: Retail Sales, Thailand, August 2025

  • In one line: ‘Others’ component goes from friend to foe; underlying growth is showing more stability.
Miguel Chanco (Chief EM Asia Economist)Emerging Asia

EM Asia Datanote: Industrial Production, India, August

  • In one line: A consumer-led dip, but durables growth is probably bottoming-out.
Miguel Chanco (Chief EM Asia Economist)Emerging Asia

EM Asia Datanote: Core IP, India, August

  • In one line: Driven almost exclusively by a V-shaped bounce in coal output.
Miguel Chanco (Chief EM Asia Economist)Emerging Asia

EM Asia Datanote: Trade, India, August

  • In one line: Distorted by technicalities; real import demand remains healthy-ish.
Miguel Chanco (Chief EM Asia Economist)Emerging Asia

EM Asia Datanote: WPI, India, August

  • In one line: Caused mainly by more moderate primary articles deflation; still tepid, overall.
Miguel Chanco (Chief EM Asia Economist)Emerging Asia

EM Asia Datanote: CPI, India, August

  • In one line: Expect this to be a temporary headline bounce.
Miguel Chanco (Chief EM Asia Economist)Emerging Asia

EM Asia Datanote: CPI, Thailand, August

  • In one line: Hit by a descent into outright food deflation.
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,