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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.

December

EM Asia Datanote: January CPI & December IP, India

  • In one line: Still waiting on the onion price correction to show in CPI; the trend in IP growth is clearly one of moderation.

Miguel Chanco (Chief EM Asia Economist)Emerging Asia

EM Asia Datanote: Trade, India, December

  • In one line: Can’t rely on favourable oil price effects going forward.

Miguel Chanco (Chief EM Asia Economist)Emerging Asia

EM Asia Datanote: December CPI & November IP, India

  • In one line: The CPI report has yet to pick-up the correction in onion prices; don’t panic over the Diwali-related crash in IP growth.

Miguel Chanco (Chief EM Asia Economist)Emerging Asia

PANTHEON EM ASIA DATA WRAP 14 December 2023

The seven-month bout of WPI deflation in India comes to an end

Miguel Chanco (Chief EM Asia Economist)Emerging Asia

PANTHEON EM ASIA DATA WRAP 12 December 2023

Don’t worry too much about the October crash in Philippine exports

Miguel Chanco (Chief EM Asia Economist)Emerging Asia

PANTHEON EM ASIA DATA WRAP 11 December 2023

Encouraging start to Q4 for Indonesian retail sales, but dark clouds loom
Weak start to Malaysian private consumption in Q4

Miguel Chanco (Chief EM Asia Economist)Emerging Asia

PANTHEON EM ASIA DATA WRAP 7 December 2023

Deflation in Thailand will stay for at least one more month
A reminder that any recovery in Philippine domestic demand will be bumpy

Miguel Chanco (Chief EM Asia Economist)Emerging Asia

PANTHEON EM ASIA DATA WRAP 5 December 2023

India’s PMIs are entering 2024 with waning momentum
Weak start to Singaporean retail sales in Q4
Target range inflation in the Philippines is around the corner

Miguel Chanco (Chief EM Asia Economist)Emerging Asia

PANTHEON EM ASIA DATA WRAP 1 December 2023

Only a small respite for ASEAN manufacturing in November
The mean-reversion in Indian’s manufacturing PMI remains largely intact
Adverse food price base effects in Indonesia will now unwind

Miguel Chanco (Chief EM Asia Economist)Emerging Asia

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