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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
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Expect at least two more consecutive 25bp cuts from the RBI
Short-lived, policy-induced deflation in Indonesia is over
How high can Philippine sales go before they hit a ceiling?
A brief spell of policy-induced deflation is around the corner in Thailand
Very soft, but March should be the low for Philippine inflation this year
The nascent improvement in ASEAN manufacturing is far from comprehensive
Philippine trade takes a breather after a fast start to 2025
INDIAN CONSUMPTION ON THE MEND, SLOWLY
Indian services are still broadly losing momentum
Indonesia’s February export pop isn’t so black and white
Philippine sales growth remains sturdy, but the remittance lift should soon reverse
Finally seeing signs of US front-loading in Vietnamese exports, Tet noise aside
Ignore the official slip, sales growth strengthened in February
Food inflation noesdives with the help of residual Tet noise
Door now wide open for the BSP to resume easing in April
A 7-month high for ASEAN’s PMI, but no clear signs of US front-loading, yet
A surprising—though likely temporary—dip into outright deflation in Indonesia
A surprisingly fast start to 2025 for Philippine trade
RBI RATE CUTS FINALLY HERE; EXPECT 2 MORE IN Q2
Indian services wake up from its slumber, but a Q1 GDP slowdown is still in play
Thailand’s 2-speed economy ends 2024 on a somber note
A very unwelcome January leap in Indonesia’s trade surplus
Moderation in upstream food pressures in India is the real deal
Indonesian sales boosted modestly by front-loading before the VAT rate hike
The RBI’s first cut is finally here; expect at least one more by mid-year
The impressive run-up in Philippine sales at end-2024 owes partly to short-lived tail
Everyone seems to have forgotten the Tet noise in Vietnamese trade
A more believable retail sales print from Vietnam, no doubt flattered by Tet
Healthcare costs provide Vietamese inflation with a further—much bigger—jolt
Thai inflation continues to float just a touch above the lower bound of BoT's target range
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