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: Deficit hit by lagged oil-price effects, which will now unwind.

Miguel Chanco (Chief EM Asia Economist)Emerging Asia

EM Asia Datanote: WPI, India, May

  • In one line: Upstream core price pressures are now clearly reviving.

Miguel Chanco (Chief EM Asia Economist)Emerging Asia

EM Asia Datanote: May CPI & April IP, India

  • In one line: Some green shoots on food inflation; IP appears to be breaking out of its recent stagnation.

Miguel Chanco (Chief EM Asia Economist)Emerging Asia

EM Asia Datanote: Q1 GDP and April Core Production, India

  • In one line: Exports—alone—steal the show in Q1, papering over a continued slowdown in domestic demand.

Miguel Chanco (Chief EM Asia Economist)Emerging Asia

EM Asia Datanote: Trade, India, April

  • In one line: The deficit miss isn’t that bad, seasonal effects aside; don’t put too much stock into the jump in imports.

Miguel Chanco (Chief EM Asia Economist)Emerging Asia

EM Asia Datanote: WPI, India, April

  • In one line: A 13-month high, as upstream deflationary forces wane.

Miguel Chanco (Chief EM Asia Economist)Emerging Asia

EM Asia Datanote: CPI, India, April

  • In one line: Food inflation remains frustratingly sticky; clearer signs that core has bottomed-out.

Miguel Chanco (Chief EM Asia Economist)Emerging Asia

EM Asia Datanote: Industrial Production, India, March

  • In one line: Soft, as we cautioned, and the big picture isn’t looking great either.

Miguel Chanco (Chief EM Asia Economist)Emerging Asia

EM Asia Datanote: Core Production, India, March

  • In one line: Decent, and the drag from refined petroleum products should reverse in the short run.

Miguel Chanco (Chief EM Asia Economist)Emerging Asia

EM Asia Datanote: Trade, India, March

  • In one line: Little real good news from the smallest deficit in nearly a year.

Miguel Chanco (Chief EM Asia Economist)Emerging Asia

EM Asia Datanote: WPI, India, March

  • In one line: A simultaneous easing in manufactured products and fuel & power deflation.

Miguel Chanco (Chief EM Asia Economist)Emerging Asia

EM Asia Datanote: March CPI & February IP, India

  • In one line: LPG price cut pulls inflation down below 5% for the first time since October; don’t be fooled by the jolt in IP growth.

Miguel Chanco (Chief EM Asia Economist)Emerging Asia

EM Asia Datanote: Core Production, India, February

  • In one line: A y/y bounce inflated by base effects, but trends at the margin are finally turning.

Miguel Chanco (Chief EM Asia Economist)Emerging Asia

EM Asia Datanote: Trade, India, February

  • In one line: A one-off, or is the lumpy slide in non-oil imports finally over?

Miguel Chanco (Chief EM Asia Economist)Emerging Asia

EM Asia Datanote: February CPI & January IP, India

  • In one line: Delaying our first RBI rate cut call to August; industry is floundering, forget the H2 2023 ’strength’ in GDP.

Miguel Chanco (Chief EM Asia Economist)Emerging Asia

EM Asia Datanote: Q4 GDP and January Core Production, India

  • In one line: We repeat; forget the discrepancy-inflated headline, India’s main engine is still stuttering.

Miguel Chanco (Chief EM Asia Economist)Emerging Asia

EM Asia Datanote: WPI, India, January

  • In one line: The easing in upstream core deflation has come to a halt.

Miguel Chanco (Chief EM Asia Economist)Emerging Asia

EM Asia Datanote: January CPI & December IP, India

  • In one line: Still waiting on the onion price correction to show in CPI; the trend in IP growth is clearly one of moderation.

Miguel Chanco (Chief EM Asia Economist)Emerging Asia

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Keywords for: Emerging Asia Documents

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