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.

India

EM Asia Datanote: Trade, India, May

  • In one line: Led by an overdue correction in oil imports.

Miguel Chanco (Chief EM Asia Economist)Emerging Asia

EM Asia Datanote: WPI, India, May

  • In one line: No material change—yet—to the outlook for continued fuel & power deflation.

Miguel Chanco (Chief EM Asia Economist)Emerging Asia

EM Asia Datanote: CPI, India, May

  • In one line: No signs yet of food disinflation stabilising.

Miguel Chanco (Chief EM Asia Economist)Emerging Asia

EM Asia Datanote: GDP, India, Q1

  • In one line: Boosted by investment, which can’t be relied upon post-“Liberation Day”.

Miguel Chanco (Chief EM Asia Economist)Emerging Asia

EM Asia Datanote: Core Industries, India, April

  • In one line: An abysmal start to Q2, but support from energy has been fading for a few months.

Miguel Chanco (Chief EM Asia Economist)Emerging Asia

EM Asia Datanote: CPI, India, April

  • In one line: More food disinflation to come in May; the 2025 consensus remains far too high.

Miguel Chanco (Chief EM Asia Economist)Emerging Asia

EM Asia Datanote: Industrial Production, India, March

  • In one line: Capping off an unremarkable Q1.

Miguel Chanco (Chief EM Asia Economist)Emerging Asia

EM Asia Datanote: Core Industries, India, February

  • In one line: Blame mainly an unsurprising reversal of the January jump in petroleum products.

Miguel Chanco (Chief EM Asia Economist)Emerging Asia

EM Asia Datanote: Trade, India, February

  • In one line: No need to panic over the nosedive in imports.

Miguel Chanco (Chief EM Asia Economist)Emerging Asia

EM Asia Datanote: WPI, India, February

  • In one line: Blame mainly softer fuel & power deflation; headline disinflation is just around the corner.

Miguel Chanco (Chief EM Asia Economist)Emerging Asia

EM Asia Datanote: February CPI & January IP, India

  • In one line: Food disinflation strikes again; consumer non-durables IP stages a partial rebound.

Miguel Chanco (Chief EM Asia Economist)Emerging Asia

EM Asia Datanote: Core Industries, India, January

  • In one line: Offsetting base effects all over the place; momentum is solid, otherwise.

Miguel Chanco (Chief EM Asia Economist)Emerging Asia

EM Asia Datanote: GDP, India, Q4

  • In one line: A trade- and consumption-driven bounce; the economy is still operating below potential.

Miguel Chanco (Chief EM Asia Economist)Emerging Asia

EM Asia Datanote: Trade, India, January

  • In one line: Deficit hit on both sides of the balance.

Miguel Chanco (Chief EM Asia Economist)Emerging Asia

EM Asia Datanote: January CPI & December IP, India

  • In one line: Setting the stage for an immediate follow-up rate cut in April; consumer goods output go MIA to close off 2024.

Miguel Chanco (Chief EM Asia Economist)Emerging Asia

EM Asia Datanote: Core Industries, India, December

  • In one line: A respectable Q4 comeback, to close out 2024.

Miguel Chanco (Chief EM Asia Economist)Emerging Asia

EM Asia Datanote: Trade, India, December

  • In one line: Gold imports correct sharply—again—but their broad trend is upwards.

Miguel Chanco (Chief EM Asia Economist)Emerging Asia

EM Asia Datanote: CPI, India, December

  • In one line: Carpet being rolled out for a February rate cut.

Miguel Chanco (Chief EM Asia Economist)Emerging Asia

EM Asia Datanote: Industrial Production, India, November

  • In one line: A credible pop in growth, Diwali noise aside.

Miguel Chanco (Chief EM Asia Economist)Emerging Asia

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Keywords for: Emerging Asia Documents

Emerging Asia Document Vault, independent macro research, Pantheon Macro, Pantheon Macroeconomics, independent research, ian shepherdson, economic intelligence,