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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

Please use the filters on the right to search for a specific date or topic.

May CPI & April IP

EM Asia Datanote: CPI, India, September 2025

  • In one line: Food & beverage deflation is back, and will likely deepen this month.
Miguel Chanco (Chief EM Asia Economist)Emerging Asia

EM Asia Datanote: CPI, India, August

  • In one line: Expect this to be a temporary headline bounce.
Miguel Chanco (Chief EM Asia Economist)Emerging Asia

EM Asia Datanote: CPI, Thailand, August

  • In one line: Hit by a descent into outright food deflation.
Miguel Chanco (Chief EM Asia Economist)Emerging Asia

EM Asia Datanote: Retail Sales, Thailand, May

  • In one line: A—slightly—more credible print; consumption, in reality, slowed further in Q2.
Miguel Chanco (Chief EM Asia Economist)Emerging Asia

EM Asia Datanote: CPI, India, June

  • In one line: Outright food deflation is here, as predicted.
Miguel Chanco (Chief EM Asia Economist)Emerging Asia

EM Asia Datanote: Industrial Production, India, May

  • In one line: Consumer-facing industries are buckling.
Miguel Chanco (Chief EM Asia Economist)Emerging Asia

EM Asia Datanote: Retail Sales, Thailand, April

  • In one line: Headline absurdity continues.
Miguel Chanco (Chief EM Asia Economist)Emerging Asia

EM Asia Datanote: Core Production, India, May

  • In one line: Hit by free-falling electricity production.
Miguel Chanco (Chief EM Asia Economist)Emerging Asia

EM Asia Datanote: Trade, India, May

  • In one line: Led by an overdue correction in oil imports.
Miguel Chanco (Chief EM Asia Economist)Emerging Asia

EM Asia Datanote: WPI, India, May

  • In one line: No material change—yet—to the outlook for continued fuel & power deflation.
Miguel Chanco (Chief EM Asia Economist)Emerging Asia

EM Asia Datanote: CPI, India, May

  • In one line: No signs yet of food disinflation stabilising.
Miguel Chanco (Chief EM Asia Economist)Emerging Asia

PANTHEON EM ASIA DATA WRAP 30 May 2025

The April collapse in Philippine imports in context

Miguel Chanco (Chief EM Asia Economist)Emerging Asia

PANTHEON EM ASIA DATA WRAP 22 May 2025

Indian services push the Q2 recovery forward in May

Miguel Chanco (Chief EM Asia Economist)Emerging Asia

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.
Miguel Chanco (Chief EM Asia Economist)Emerging Asia

PANTHEON EM ASIA DATA WRAP 19 May 2025

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

Miguel Chanco (Chief EM Asia Economist)Emerging Asia

PANTHEON EM ASIA DATA WRAP 16 May 2025

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

Miguel Chanco (Chief EM Asia Economist)Emerging Asia

PANTHEON EM ASIA DATA WRAP 14 May 2025

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

Miguel Chanco (Chief EM Asia Economist)Emerging Asia

EM Asia Datanote: CPI, India, April

  • In one line: More food disinflation to come in May; the 2025 consensus remains far too high.
Miguel Chanco (Chief EM Asia Economist)Emerging Asia

PANTHEON EM ASIA DATA WRAP 8 May 2025

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

Miguel Chanco (Chief EM Asia Economist)Emerging Asia

PANTHEON EM ASIA DATA WRAP 7 May 2025

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

Miguel Chanco (Chief EM 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,