Pantheon Macroeconomics

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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.

november cpi & october ip

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: CPI, India, April 2026

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

EM Asia Datanote: CPI, Taiwan, April

  • In one line: Potentially the peak.
Meekita Gupta (Asia Economist)Emerging Asia

EM Asia Datanote: CPI, Taiwan, March 2026

  • In one line: Not as bad as we all thought.
Meekita Gupta (Asia Economist)Emerging Asia

EM Asia Datanote: CPI, Thailand, March 2026

  • In one line: The bigger jolt will come in April.
Miguel Chanco (Chief EM Asia Economist)Emerging Asia

EM Asia Datanote: CPI, India, February 2026

  • In one line: Still mainly a food story, but Middle East pressures should surface in the March data.
Miguel Chanco (Chief EM Asia Economist)Emerging Asia

EM Asia Datanote: CPI, Taiwan, February

  • In one line: Lunar New Year distortions.
Meekita Gupta (Asia Economist)Emerging Asia

EM Asia Datanote: CPI, Thailand, February 2026

  • In one line: Diesel fix still more than safe; shading our 2026 forecast.
Miguel Chanco (Chief EM Asia Economist)Emerging Asia

EM Asia Datanote: CPI, India, January 2026

  • In one line: Holding judgement, for now, as we await more details; but downside risks to 2026 forecast.
Miguel Chanco (Chief EM Asia Economist)Emerging Asia

EM Asia Datanote: CPI, Taiwan, January 2026

  • In one line: Big disinflation surprise, due to Lunar New Year noise.
Meekita Gupta (Asia Economist)Emerging Asia

EM Asia Datanote: Retail Sales, Thailand, November 2025

  • In one line: Returning to earth, again; other, more credible data show a decent Q4.
Miguel Chanco (Chief EM Asia Economist)Emerging Asia

EM Asia Datanote: CPI, Taiwan, December 2025

  • In one line: Mild.
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,