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.
ASEAN is carrying the nascent recovery in Thai exports on its back
Inflation in Singapore spikes on base effects and record COEs
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
Momentum in Singaporean exports builds, supported by base effects
A solid start to Q4 for Indonesian exports
WPI deflation in India should cease this month
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
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
Indonesia’s Q3 GDP miss is worse than it looks
The government’s fuel price cuts brings about deflation in Thailand
EMERGING ASIA ECONOMIC CHARTBOOK, OCTOBER 2023
Rise in transport inflation ends disinflationary run in Singapore
The domestic-oriented services sector powers Q3 Malaysian GDP growth
Headline CPI benefits from food disinflation but core inflation remains sticky
Malaysian export growth benefits from recovery in electronics sector
Singaporean NODX growth continues to pick up momentum
The bleeding in Indonesian exports stopped, somewhat, in Q3
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
Retail sales growth should benefit from friendly base effects until the end of 2023
A forgetful Q3 for Indonesian retail sales
The recovery in Philippine exports is consolidating
An uneventful October… Expect another hold from the RBI in December
Net sales in the Philippines continue to find their feet in Q3
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
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