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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 email@example.com, or contact your account rep
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Tourism in ASEAN is skyrocketing, and we see no reason to panic over Thailand’s underperformance.
Visitors from China aren’t entirely M.I.A., but their near-absence ultimately will impose a hard ceiling.
We maintain that a pause by the BSP is imminent, despite last week’s continued tightening in policy.
Consumers and inventories keep the Thai economy afloat in Q2
Non-traditional markets are now Indonesia’s best friends
Filipino consumers abandoned ship in Q2
Sales in the Philippines stabilised—somewhat—heading into Q3
The good times in Philippine semiconductors didn’t last long
Still waiting for a material acceleration in Indonesian retail sales
GDP growth in Indonesia surprised in Q2, as we predicted, accelerating to 5.4% year-over-year.
Consumers and traders were the star of the show, and it’s too soon to write-off the capex recovery.
The RBI opted for a larger-than-expected hike last week, even though it believes inflation has peaked.
The RBI is seeing the light at the end of the tunnel more clearly
Consumers and trade drive Indonesia’s bumper Q2
Transport disinflation in Thailand is taking hold
Door ajar for yet another BSP rate hike later this month
Indian services are coming back down to earth
ASEAN industrial momentum stabilised in July
A domestic-demand driven—and likely one-off—manufacturing bump in India
Food prices remain Indonesia’s main problem, but that doesn’t mean core inflation is no issue
ASEAN factories showed welcome stability to start Q3, with the PMI rising for the first time since April...
...But the rebounds in Indonesia and Thailand are one-offs, and most signs still point to a slowdown.
Ignore the hotter July signals for Thai and Philippine inflation; Indonesia’s core rate is reaccelerating.
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