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.
Forget the seasonal noise, Thai trade is making a comeback
Vietnam's Q1 wasn’t as bad as the headlines suggest
The terms of trade data make it easier to swallow what was a poor Q1 for exports
A solid finish to the quarter by households
The stickiness in core will keep the SBV guarded, for now
Malaysia's inflation remains flat on higher food prices
Inflation falls in Singapore, raising hopes that it has peaked
Malaysia's trade growth jumps in February, but it's mostly from base effects
Falling electronics exports are hammering Singaporean export growth
Ignore the surplus jump, Indonesian trade continues to wobble
Philippine exports go from bad to worse
Upstream core price pressures in India continue to dissipate
Signs of a slowdown appear in Malaysian retail sales
A poor start to the year for Indonesian retail sales
The January pop in Philippine sales growth is only half the story
All the BoT needs to hit the pause button
Paving the way for a BSP pivot to 25bp this month
India’s services PMI leaps to a new post-Covid high
A solid start to 2023 for Thai trade, Lunar New Year effects aside
ASEAN manufacturing is regaining momentum, no thanks to the region’s DMs
India’s PMI remains solid, and price pressures still are broadly under control
The surge in Indonesian food inflation should be temporary; core is behaving
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