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.

July

EM Asia Datanote: Retail Sales, Thailand, July

  • In one line: Boosted—again—by volatile ‘other’ sales.

Miguel Chanco (Chief EM Asia Economist)Emerging Asia

EM Asia Datanote: August CPI & July IP, India

  • In one line: The improvement in food inflation is real; IP is losing steam, with support from consumer industries fading quickly.

Miguel Chanco (Chief EM Asia Economist)Emerging Asia

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

  • In one line: Unwinding of discrepancy boost in Q2 hides early signs of a revival in consumption.

Miguel Chanco (Chief EM Asia Economist)Emerging Asia

EM Asia Datanote: Customs Trade, Thailand, July

  • In one line: Relax; the trade balance is stabilising.

Miguel Chanco (Chief EM Asia Economist)Emerging Asia

EM Asia Datanote: Retail Sales, Taiwan, July

  • In one line: Slow start to Taiwanese retail spending growth in Q3. 

Moorthy Krshnan (Senior Asia Economist)Emerging Asia

EM Asia Datanote: Trade Balance, Malaysia, July

  • In one line: Surplus more than halves, but little reason for concern.

Moorthy Krshnan (Senior Asia Economist)Emerging Asia

EM Asia Datanote: Trade Balance, Taiwan, July

  • In one line: Two-tier recovery in exports continues.

Moorthy Krshnan (Senior Asia Economist)Emerging Asia

EM Asia Datanote: CPI, Taiwan, July

  • In one line: Imported inflation puts pressure on commodity inflation.

Moorthy Krshnan (Senior Asia Economist)Emerging Asia

PANTHEON EM ASIA DATA WRAP 26 July 2024

A big bounce in net goods trade will help Thailand's Q2 GDP

Miguel Chanco (Chief EM Asia Economist)Emerging Asia

PANTHEON EM ASIA DATA WRAP 24 July 2024

A punchy start to Q3 for India's PMIs

Miguel Chanco (Chief EM Asia Economist)Emerging Asia

PANTHEON EM ASIA DATA WRAP 23 July 2024

Singaporean core inflation drops below 3.0%

Moorthy Krshnan (Senior Asia Economist)Emerging Asia

PANTHEON EM ASIA DATA WRAP 19 July 2024

Malaysia's economy fired on all cylinders in Q2

Moorthy Krshnan (Senior Asia Economist)Emerging Asia

PANTHEON EM ASIA DATA WRAP 18 July 2024

Base effects dominate Malaysian trade figures in June

Moorthy Krshnan (Senior Asia Economist)Emerging Asia

PANTHEON EM ASIA DATA WRAP 17 July 2024

Disappointing Q2 end for Singaporean NODX

Moorthy Krshnan (Senior 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,