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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: Retail Sales, Taiwan, May 2026

  • In one line: Still somewhat resilient to the Middle East shock.
Meekita Gupta (Asia Economist)Emerging Asia

EM Asia Datanote: Core IP, India, May 2026

  • In one line: Hit mainly by refined oil products, but overall momentum is sagging.
Miguel Chanco (Chief EM Asia Economist)Emerging Asia

EM Asia Datanote: Trade, India, May 2026

  • In one line: Demand from the Middle East continues to normalise; oil boost to imports will eventually correct.
Miguel Chanco (Chief EM Asia Economist)Emerging Asia

EM Asia Datanote: WPI, India, May 2026

  • In one line: June should mark the peak before a precipitous collapse in H2.
Miguel Chanco (Chief EM Asia Economist)Emerging Asia

EM Asia Datanote: CPI, India, May 2026

  • In one line: Mean-reversion up in food inflation should now start to plateau. 
Miguel Chanco (Chief EM Asia Economist)Emerging Asia

EM Asia Datanote: Industrial Production, India, April 2026

  • In one line: A welcome bounce, as war risks continue to recede.
Miguel Chanco (Chief EM Asia Economist)Emerging Asia

PANTHEON EM ASIA DATA WRAP 29 May 2026

Commodity-price surge is piling pressure on the peso

Miguel Chanco (Chief EM Asia Economist)Emerging Asia

EM Asia Datanote: Retail Sales, Taiwan, April 2026

  • In one line: Still resilient to Middle East shock.
Meekita Gupta (Asia Economist)Emerging Asia

PANTHEON EM ASIA DATA WRAP 21 May 2026

Indian manufacturing still struggling; pop in prices fading

Miguel Chanco (Chief EM Asia Economist)Emerging Asia

EM Asia Datanote: Core Production, India, April 2026

  • In one line: Still losing momentum at the margin.
Miguel Chanco (Chief EM Asia Economist)Emerging Asia

EM Asia Datanote: Bank Indonesia Decision, May 2026

  • In one line: Huge—defensive—hike.
Miguel Chanco (Chief EM Asia Economist)Emerging Asia

PANTHEON EM ASIA DATA WRAP 20 May 2026

Brace for more eye-wateringly strong export growth in Malaysia.

Meekita Gupta (Asia Economist)Emerging Asia

PANTHEON EM ASIA DATA WRAP 19 May 2026

Unsurprising up-tick in Malaysian inflation.

Meekita Gupta (Asia Economist)Emerging Asia

PANTHEON EM ASIA DATA WRAP 18 May 2026

Thai growth sees a natural payback from the interim government pop
Analysts were also too gloomy on Singapore exports 

Miguel Chanco (Chief EM Asia Economist)Emerging Asia

EM Asia Datanote: Trade, India, April 2026

  • In one line: Some reassuring developments, but take the y/y leaps with a pinch of salt.
Miguel Chanco (Chief EM Asia Economist)Emerging Asia

EM Asia Datanote: WPI, India, April 2026

  • In one line: Hot, thanks to the naturally delayed oil boost.
Miguel Chanco (Chief EM Asia Economist)Emerging Asia

EM Asia Datanote: CPI, India, April 2026

  • In one line: Food price pressures at the margin are collapsing.
Miguel Chanco (Chief EM Asia Economist)Emerging Asia

PANTHEON EM ASIA DATA WRAP 12 May 2026

Sales growth is souring in Indonesia, for a handful of reasons

Miguel Chanco (Chief EM Asia Economist)Emerging Asia

PANTHEON EM ASIA DATA WRAP 11 May 2026

Another quarter of lacklustre consumption in Malaysia

Meekita Gupta (Asia Economist)Emerging Asia

EM Asia Datanote: Trade, Taiwan, April

  • In one line: Moderating; finally.
Meekita Gupta (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,