Pantheon Macroeconomics

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Below is a list of our Emerging Asia Publications for the last 5 months. If you are looking for reports older than 5 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.

January CPI & December IP

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: 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: Retail Sales, Thailand, January

  • In one line: First red ink since mid-2023, as the inexplicable lift from ‘other’ sales continues to unwind.

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: Retail Sales, Indonesia, January

  • In one line: A not-too-damning payback from the modest front-running, pre-VAT hike.

Miguel Chanco (Chief EM Asia Economist)Emerging Asia

EM Asia Datanote: CPI, Thailand, February

  • In one line: Dragged down by transportation and communication base effects.

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: Retail Sales, Thailand, December

  • In one line: Finally, back down to earth.

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

PANTHEON EM ASIA DATA WRAP 30 January 2025

Stable Q4 headline hides renewed deterioration in Philippine private consumption

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,