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, October

  • In one line: Why we aren’t panicking about the record deficit.

Miguel Chanco (Chief EM Asia Economist)Emerging Asia

EM Asia Datanote: CPI, India, October

  • In one line: Slowing core inflation will make the next few months of headline stubbornness easier to swallow.

Miguel Chanco (Chief EM Asia Economist)Emerging Asia

EM Asia Datanote: Industrial Production, India, September

  • In one line: A broad-based moderation, as favourable base effects reverse partially.

Miguel Chanco (Chief EM Asia Economist)Emerging Asia

EM Asia Datanote: WPI, India, September

  • In one line: Upstream core deflation is clearly bottoming out.

Miguel Chanco (Chief EM Asia Economist)Emerging Asia

EM Asia Datanote: Trade, India, September

  • In one line: An unwelcome sharp consolidation of the deficit.

Miguel Chanco (Chief EM Asia Economist)Emerging Asia

EM Asia Datanote: September CPI & August IP, India

  • In one line: A quick return back to the RBI’s target range, in the grand scheme of things.

Miguel Chanco (Chief EM Asia Economist)Emerging Asia

EM Asia Datanote: Core IP, India, August

  • In one line: Core industries are still flying high, but the upsurge in refined petroleum products looks overstretched.

Miguel Chanco (Chief EM Asia Economist)Emerging Asia

EM Asia Datanote: Trade, India, August

  • In one line: A welcome deterioration in the trade balance, unlike in Indonesia.

Miguel Chanco (Chief EM Asia Economist)Emerging Asia

EM Asia Datanote: WPI, India, August

  • In one line: Fuel and power deflation has turned a sharp corner.

Miguel Chanco (Chief EM Asia Economist)Emerging Asia

EM Asia Datanote: August CPI & July IP, India

  • In one line: The beginning of the end of the tomato price crisis; the consumer catch-up drives the July bounce in IP growth.

Miguel Chanco (Chief EM Asia Economist)Emerging Asia

EM Asia Datanote: Q2 GDP and July Core Production, India

  • In one line: Statistical discrepancies accounted for 82% of Q2 “growth”; that’s the story.

Miguel Chanco (Chief EM Asia Economist)Emerging Asia

EM Asia Datanote: Trade, India, July

  • In one line: A temporary pause in the steady consolidation of the deficit.

Miguel Chanco (Chief EM Asia Economist)Emerging Asia

EM Asia Datanote: CPI, India, May

  • In one line: The tomato price surge wreaks more havoc, but the worst of the headline surge should be over.

Miguel Chanco (Chief EM Asia Economist)Emerging Asia

EM Asia Datanote: WPI, India, July

  • In one line: Food prices rear their ugly head at the wholesale level.

Miguel Chanco (Chief EM Asia Economist)Emerging Asia

EM Asia Datanote: Industrial Production, India, July

  • In one line: An anti-climactic end to Q2.

Miguel Chanco (Chief EM Asia Economist)Emerging Asia

EM Asia Datanote: Core Production, India, June

  • In one line: A punchy close that just about salvages Q2.

Miguel Chanco (Chief EM Asia Economist)Emerging Asia

EM Asia Datanote: May IP & June CPI, India

  • In one line: Industrial momentum still appears to have softened in Q2; the tomato crisis is now showing in headline inflation.

Miguel Chanco (Chief EM Asia Economist)Emerging Asia

EM Asia Datanote: Core Production, India, May

  • In one line: Ignore the sturdy y/y print, the level is stagnating.

Miguel Chanco (Chief EM Asia Economist)Emerging Asia

EM Asia Datanote: Trade, India, May

  • In one line: A surprisingly big, but likely temporary, jump in the deficit.

Miguel Chanco (Chief EM Asia Economist)Emerging Asia

EM Asia Datanote: WPI, India, May

  • In one line: Deflation is now broad-based.

Miguel Chanco (Chief EM Asia Economist)Emerging Asia

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Keywords for: Emerging Asia Documents

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