Pantheon Macroeconomics

Best viewed on a device with a bigger screen...

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.

May

EM Asia Datanote: Retail Sales, Thailand, May

  • In one line: A—slightly—more credible print; consumption, in reality, slowed further in Q2.

EM Asia Datanote: Trade, India, May

  • In one line: Led by an overdue correction in oil imports.

EM Asia Datanote: WPI, India, May

  • In one line: No material change—yet—to the outlook for continued fuel & power deflation.

EM Asia Datanote: CPI, India, May

  • In one line: No signs yet of food disinflation stabilising.

PANTHEON EM ASIA DATA WRAP 19 May 2025

Pre-“Liberation Day” anxieties were there for all to see in Thailand’s Q1

PANTHEON EM ASIA DATA WRAP 16 May 2025

Don’t panic about the continued ballooning of India’s trade deficit

PANTHEON EM ASIA DATA WRAP 14 May 2025

A larger-than-expected Ramadan bump in Indonesian sales that isn’t expected to last

PANTHEON EM ASIA DATA WRAP 8 May 2025

Huge bounce in Philippine imports masks a broad-based Q1 improvement

PANTHEON EM ASIA DATA WRAP 7 May 2025

An overdue—and big—m/m correction in Philippine sales to close Q1

PANTHEON EM ASIA DATA WRAP 6 May 2025

Front-loading of Vietnamese exports to the US looks to have hit a ceiling
A quiet start to Q2 for retail sales in Vietnam, following a robust Q1
Lots of moving parts, but April saw no change to Vietnamese inflation
Below-target-range inflation in the Philippines looks set to persist until year-end
This bout of Thai deflation should be short and shallow

PANTHEON EM ASIA DATA WRAP 2 May 2025

Indonesia’s electricity discounts are now well and truly a thing of the past

  Publication Filters

Change View: List   Small Grid  

Filter by Keyword

Filter by Region

Filter by Publication Type

Filter by Date
(6 months only; older publications available on request)

  Quick Tag Filters
Consistently Right
Access Key Enabled Navigation
Keywords for: Emerging Asia Documents

Emerging Asia Document Vault, independent macro research, Pantheon Macro, Pantheon Macroeconomics, independent research, ian shepherdson, economic intelligence,