EM Asia Datanote: CPI, Taiwan, March 2026

• In one line: Not as bad as we all thought.

EM Asia Datanote: CPI, Thailand, March 2026

• In one line: The bigger jolt will come in April.

EM Asia Datanote: Retail Sales, Thailand, January 2026

• In one line: Underlying spending growth was still in recovery mode pre-Iran war.

EM Asia Datanote: Industrial Production, India, February 2026

• In one line: Likely as good as we’ll get in H1, if not 2026 at large.

EM Asia Datanote: Retail Sales, Taiwan, February

• In one line: Q1 consumption remains firm.

EM Asia Datanote: Customs Trade, Thailand, February 2026

• In one line: Fundamental downward pressure on the THB is building rapidly.

EM Asia Datanote: Core Production, India, February 2026

• In one line: Infrastructure sectors carrying more of the weight alone; overall momentum still solid.

EM Asia Datanote: Trade, India, February 2026

• In one line: Big short-term downside risks to the deficit due to the Iran war.

EM Asia Datanote: CPI, India, February 2026

• In one line: Still mainly a food story, but Middle East pressures should surface in the March data.

EM Asia Datanote: Trade, Taiwan, February

• In one line: AI server growth moderating.

EM Asia Datanote: CPI, Taiwan, February

• In one line: Lunar New Year distortions.

EM Asia Datanote: Retail Sales, Taiwan, January 2026

• In one line: Spending on big items is failing to recover.  

EM Asia Datanote: CPI, Thailand, February 2026

• In one line: Diesel fix still more than safe; shading our 2026 forecast.

EM Asia Datanote: IP, India, January 2026

• In one line: An understandable, and likely temporary, breather to start 2026.

PANTHEON EM ASIA DATA WRAP 27 February 2026

Ignore the y/y misses; lots to be reassured about in the Philippine trade details

EM Asia Datanote: Bank of Thailand Decision, February 2026

• In one line: Members say “why wait” via a surprise cut.

PANTHEON EM ASIA DATA WRAP 23 February 2026

An undoubtedly hot start to the year for two-way trade in Thailand

EM Asia Datanote: Trade, India, January 2026

• In one line: Blame another random spike in gold imports; purchases from Russia are tanking.

PANTHEON EM ASIA DATA WRAP 16 February 2026

Thailand’s stronger-than-expected Q4 GDP has the interim government to thank
A sudden pop in ‘upstream core’ inflation in India to start the year

EM Asia Datanote: CPI, India, January 2026

• In one line: Holding judgement, for now, as we await more details; but downside risks to 2026 forecast.