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

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march

PANTHEON EM ASIA DATA WRAP 12 March 2026

Brace for a potential inflation hit to Malaysian retail sales growth this year

PANTHEON EM ASIA DATA WRAP 10 March 2026

A decent, if unimpressive, start to the year for Indonesian retail sales

PANTHEON EM ASIA DATA WRAP 6 March 2026

Don’t stress about the February collapse in Vietnamese export growth
A disappointing Tet season for retail sales in Vietnam
Raising our 2026 average inflation forecast for Vietnam to 3.7%
Strong end-2025 momentum in Philippine sales carrying over to early-2025

EM Asia Datanote: Bank Negara Malaysia Decision, March 2026

  • In one line: Members hold rates, but seem spooked by the Middle East crisis. 

PANTHEON EM ASIA DATA WRAP 5 March 2026

Don’t read too much into the Lunar New Year noise in Singapore’s January sales
Returning food inflation drives Philippine inflation up higher; BSP target still safe

PANTHEON EM ASIA DATA WRAP 3 March 2026

Rising domestic and external demand lifting most boats in ASEAN

PANTHEON EM ASIA DATA WRAP 2 March 2026

No post-Ukraine-war like burst, yet, to expect from export growth
Underlying price pressures rising, but feel free to ignore the breach of BI’s range

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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,