EM Asia Datanote: CPI, India, August

• In one line: Expect this to be a temporary headline bounce.

EM Asia Datanote: CPI, Thailand, August

• In one line: Hit by a descent into outright food deflation.

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: CPI, India, June

• In one line: Outright food deflation is here, as predicted.

EM Asia Datanote: Industrial Production, India, May

• In one line: Consumer-facing industries are buckling.

EM Asia Datanote: Retail Sales, Thailand, April

• In one line: Headline absurdity continues.

EM Asia Datanote: Core Production, India, May

• In one line: Hit by free-falling electricity production.

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 30 May 2025

The April collapse in Philippine imports in context

PANTHEON EM ASIA DATA WRAP 22 May 2025

Indian services push the Q2 recovery forward in May

EM Asia Datanote: Core Industries, India, April

• In one line: An abysmal start to Q2, but support from energy has been fading for a few months.

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

EM Asia Datanote: CPI, India, April

• In one line: More food disinflation to come in May; the 2025 consensus remains far too high.

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