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.

December CPI & November IP

EM Asia Datanote: March CPI & February IP, India

  • In one line: LPG price cut pulls inflation down below 5% for the first time since October; don’t be fooled by the jolt in IP growth.

Miguel Chanco (Chief EM Asia Economist)Emerging Asia

EM Asia Datanote: February CPI & January IP, India

  • In one line: Delaying our first RBI rate cut call to August; industry is floundering, forget the H2 2023 ’strength’ in GDP.

Miguel Chanco (Chief EM Asia Economist)Emerging Asia

EM Asia Datanote: CPI, Taiwan, February

  • In one line: Seasonal impact from the Lunar New Year results in a jump to services inflation.

Moorthy Krshnan (Senior Asia Economist)Emerging Asia

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: Retail Sales, Thailand, November

  • In one line: Still-lofty growth remains very exposed to a further slowdown.

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

EM Asia Datanote: CPI, Malaysia, November

  • In one line: A new post-pandemic low, but risks to the outlook from imported inflation increase.

Moorthy Krshnan (Senior Asia Economist)Emerging Asia

EM Asia Datanote: Trade, India, November

  • In one line: We told you not to panic about October’s record deficit; you’re welcome.

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

EM Asia Datanote: November CPI & October IP, India

  • In one line: The worst of the recent food price surge is over; Diwali calendar effects flatter October IP massively.

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

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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