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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.

Bank Indonesia Decision

EM Asia Datanote: Bank of Thailand Decision

  • In one line: Finally, some sense.

Miguel Chanco (Chief EM Asia Economist)Emerging Asia

EM Asia Datanote: Bank Indonesia Decision

  • In one line: Probably already regretting the October hike.

Miguel Chanco (Chief EM Asia Economist)Emerging Asia

EM Asia Datanote: Bangko Sentral ng Pilipinas Decision

  • In one line: A sensible pause, after October’s rash out-of-cycle hike.

Miguel Chanco (Chief EM Asia Economist)Emerging Asia

EM Asia Datanote: Bank Negara Malaysia Decision

  • In one line: The BNM keeps the OPR accommodative, eyeing other instruments to manage MYR weakness.

Moorthy Krshnan (Senior Asia Economist)Emerging Asia

EM Asia Datanote: Bangko Sentral ng Pilipinas Decision

  • In one line: Rash.

Miguel Chanco (Chief EM Asia Economist)Emerging Asia

EM Asia Datanote: Bank of Thailand Decision

  • In one line: This really should be the final hike.

Miguel Chanco (Chief EM Asia Economist)Emerging Asia

EM Asia Datanote: Bank Negara Malaysia Decision, September

  • In one line: Weak external outlook motivates the BNM to keep policy accommodative.

Moorthy Krshnan (Senior Asia Economist)Emerging Asia

EM Asia Datanote: Bank Indonesia Decision

  • In one line: Another month, another hold; rinse and repeat until November, at least.

Miguel Chanco (Chief EM Asia Economist)Emerging Asia

EM Asia Datanote: Bangko Sentral ng Pilipinas Decision

  • In one line: Expect another easy hold in September, before big decisions need to be made in Q4.

Miguel Chanco (Chief EM Asia Economist)Emerging Asia

EM Asia Datanote: Bank of Thailand Decision

  • In one line: An unnecessary hike that probably will be reversed in early 2024.

Miguel Chanco (Chief EM Asia Economist)Emerging Asia

EM Asia Datanote: Bank Negara Malaysia Decision

  • In one line: Making peace with the reality of a weak Chinese recovery. 

Moorthy Krshnan (Senior Asia Economist)Emerging Asia

EM Asia Datanote: Bank Indonesia Decision

  • In one line: The pause will last for at least five more months.

Miguel Chanco (Chief EM Asia Economist)Emerging Asia

EM Asia Datanote: Bangko Sentral ng Pilipinas Decision

  • In one line: Don’t expect any movement until Q4.

Miguel Chanco (Chief EM Asia Economist)Emerging Asia

EM Asia Datanote: State Bank of Vietnam Decision

  • In one line: Not waiting for what looks set to be a lacklustre GDP growth bounce for Q2.

Miguel Chanco (Chief EM Asia Economist)Emerging Asia

EM Asia Datanote: Bank of Thailand Decision

  • In one line: Riskily ignoring the inflation numbers.

Miguel Chanco (Chief EM Asia Economist)Emerging Asia

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Keywords for: Emerging Asia Documents

Emerging Asia Document Vault, Pantheon Macro, Pantheon Macroeconomics, independent macro research, independent research, ian shepherdson, economic intelligence