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 cpi & july ip

EM Asia Datanote: CPI, Taiwan, February

  • In one line: Lunar New Year distortions.
Meekita Gupta (Asia Economist)Emerging Asia

EM Asia Datanote: CPI, Thailand, February 2026

  • In one line: Diesel fix still more than safe; shading our 2026 forecast.
Miguel Chanco (Chief EM Asia Economist)Emerging Asia

EM Asia Datanote: CPI, India, January 2026

  • In one line: Holding judgement, for now, as we await more details; but downside risks to 2026 forecast.
Miguel Chanco (Chief EM Asia Economist)Emerging Asia

EM Asia Datanote: CPI, Taiwan, January 2026

  • In one line: Big disinflation surprise, due to Lunar New Year noise.
Meekita Gupta (Asia Economist)Emerging Asia

EM Asia Datanote: CPI, Taiwan, December 2025

  • In one line: Mild.
Meekita Gupta (Asia Economist)Emerging Asia

EM Asia Datanote: CPI, India, November 2025

  • In one line: Muddied by residual seasonality, but vegetable-price pressures are reviving.
Miguel Chanco (Chief EM Asia Economist)Emerging Asia

EM Asia Datanote: CPI, India, October 2025

  • In one line: Headline is going nowhere for the rest of this year.
Miguel Chanco (Chief EM Asia Economist)Emerging Asia

EM Asia Datanote: CPI, Taiwan, October 2025

  • In one line: Probably the boost from the autumn moon festival.
Meekita Gupta (Asia Economist)Emerging Asia

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: CPI, India, September 2025

  • In one line: Food & beverage deflation is back, and will likely deepen this month.
Miguel Chanco (Chief EM Asia Economist)Emerging Asia

EM Asia Datanote: Retail Sales, Thailand, July

  • In one line: A collapse long in the making; still some way to go before growth falls back down to earth.
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,