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.

Core Industries

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: Q2 GDP and July Core Production, India

  • In one line: Statistical discrepancies accounted for 82% of Q2 “growth”; that’s the story.

Miguel Chanco (Chief EM Asia Economist)Emerging Asia

EM Asia Datanote: Core Production, India, May

  • In one line: Ignore the sturdy y/y print, the level is stagnating.

Miguel Chanco (Chief EM Asia Economist)Emerging Asia

EM Asia Datanote: Q1 GDP and April Core Production, India

  • In one line: Don’t break out the champagne for the consensus-beating Q1.

Miguel Chanco (Chief EM Asia Economist)Emerging Asia

EM Asia Datanote: Core Industries, India, March

  • In one line: Watch out; electricity output falls y/y for the first time since 2020.

Miguel Chanco (Chief EM Asia Economist)Emerging Asia

11 Apr 2023 Emerging Asia Monitor The RBI's Long Overdue Pause is Finally Here... We Expect it to Stick

  • The RBI unexpectedly hit the pause button on rate rises on Thursday, keeping the repo rate at 6.50%...
  • ...It left the door open for hikes, but we think this hold will stick, partly as core inflation will soon fall.
  • Don’t buy the hype over India’s Q1; GST revenue is stagnating and the PMIs tell only half a story.

Miguel Chanco (Chief EM Asia Economist)Emerging Asia

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