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.

February

EM Asia Datanote: CPI, India, February

  • In one line: Not enough to take 25bp off the table in April.

Miguel Chanco (Chief EM Asia Economist)Emerging Asia

PANTHEON EM ASIA DATA WRAP 28 February 2023

Ignore the flattering y/y Tet noise in Vietnamese two-way trade
The more credible sales print is a very small win
A beneficial unwinding of Tet noise for February CPI

Miguel Chanco (Chief EM Asia Economist)Emerging Asia

PANTHEON EM ASIA DATA WRAP 9 February 2023

A poor end to 2022 for Indonesian retail sales, but stability is around the corner
The beginnings of the end of the stellar run in Philippine sales growth

Miguel Chanco (Chief EM Asia Economist)Emerging Asia

PANTHEON EM ASIA DATA WRAP 6 February 2023

Technicalities matter in the Q4 plunge in Indonesian GDP growth
Food disinflation in Thailand has a long way to go

Miguel Chanco (Chief EM Asia Economist)Emerging Asia

PANTHEON EM ASIA DATA WRAP 3 February 2023

A softer start to the year for Indian services, but the price signals are encouraging

Miguel Chanco (Chief EM Asia Economist)Emerging Asia

PANTHEON EM ASIA DATA WRAP 1 February 2023

Too soon to say that ASEAN manufacturing is turning a corner
The December pop in India’s manufacturing PMI was short-lived
More encouragement for a BI pause this month

Miguel Chanco (Chief EM Asia Economist)Emerging Asia

12 Jan 2023 Emerging Asia Monitor Sticking to Our BSP Pause Call, Despite Medalla's Vague Rhetoric

  • Reports this week suggest that another BSP rate hike in February of at least 50bp is guaranteed...
  • ...But Governor Medalla was notably less committal than in the recent past; we’re still expecting a pause.
  • The Q4 GDP data before the Board meeting will be crucial, if our below-consensus 4.6% call is right.

Miguel Chanco (Chief EM Asia Economist)Emerging Asia

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