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.

Emerging Asia Chartbook

PANTHEON EM ASIA DATA WRAP 27 November 2023

ASEAN is carrying the nascent recovery in Thai exports on its back

Miguel Chanco (Chief EM Asia Economist)Emerging Asia

PANTHEON EM ASIA DATA WRAP 20 November 2023

A massive, but perverse, net trade boost saves Thai Q3 GDP from a complete car crash
Export growth in Malaysia jumps even, as it remains flat in nominal terms 

Miguel Chanco (Chief EM Asia Economist)Emerging Asia

PANTHEON EM ASIA DATA WRAP 17 November 2023

Momentum in Singaporean exports builds, supported by base effects

Moorthy Krshnan (Senior Asia Economist)Emerging Asia

PANTHEON EM ASIA DATA WRAP 9 November 2023

Government spending saves the Philippines’ Q3 GDP
Philippine sales entered Q4 with encouraging momentum
Indonesian retail sales will be ending 2023 still below the pre-Covid level

Miguel Chanco (Chief EM Asia Economist)Emerging Asia

PANTHEON EM ASIA DATA WRAP 7 November 2023

Proof that the BSP’s out-of-cycle rate hike was rash
The Philippines’ smallest deficit in almost a year isn’t exactly good news

Miguel Chanco (Chief EM Asia Economist)Emerging Asia

PANTHEON EM ASIA DATA WRAP 6 November 2023

Indonesia’s Q3 GDP miss is worse than it looks
The government’s fuel price cuts brings about deflation in Thailand

Miguel Chanco (Chief EM Asia Economist)Emerging Asia

October 2023 - Emerging Asia Chartbook

EMERGING ASIA ECONOMIC CHARTBOOK, OCTOBER 2023

  • DM ASEAN GDP SURPRISES TO THE UPSIDE IN Q3
  • ...THE FRESH RATE HIKES FROM BI AND THE BSP ARE RASH

Miguel Chanco (Chief EM Asia Economist)Emerging Asia

PANTHEON EM ASIA DATA WRAP 23 October 2023

Rise in transport inflation ends disinflationary run in Singapore

Moorthy Krshnan (Senior Asia Economist)Emerging Asia

PANTHEON EM ASIA DATA WRAP 20 October 2023

The domestic-oriented services sector powers Q3 Malaysian GDP growth
Headline CPI benefits from food disinflation but core inflation remains sticky 

Moorthy Krshnan (Senior Asia Economist)Emerging Asia

PANTHEON EM ASIA DATA WRAP 19 October 2023

Malaysian export growth benefits from recovery in electronics sector

Moorthy Krshnan (Senior Asia Economist)Emerging Asia

PANTHEON EM ASIA DATA WRAP 13 October 2023

Singaporean manufacturing manages to crawl out of a technical recession in Q3
The MAS adopts wait-and-see, as upside and downside risks to growth and inflation

Moorthy Krshnan (Senior Asia Economist)Emerging Asia

PANTHEON EM ASIA DATA WRAP 12 October 2023

Retail sales growth should benefit from friendly base effects until the end of 2023

Moorthy Krshnan (Senior Asia Economist)Emerging Asia

PANTHEON EM ASIA DATA WRAP 10 October 2023

A forgetful Q3 for Indonesian retail sales
The recovery in Philippine exports is consolidating

Miguel Chanco (Chief EM Asia Economist)Emerging Asia

PANTHEON EM ASIA DATA WRAP 6 October 2023

An uneventful October… Expect another hold from the RBI in December
Net sales in the Philippines continue to find their feet in Q3

Miguel Chanco (Chief EM Asia Economist)Emerging Asia

PANTHEON EM ASIA DATA WRAP 5 October 2023

Food inflation in the Philippines hardens, weirdly
More policy-induced downside to come in Thai inflation
India’s services PMI enjoys a domestic demand-driven rebound in September

Miguel Chanco (Chief EM Asia Economist)Emerging Asia

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