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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, 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

EM Asia Datanote: Trade, India, November 2025

  • In one line: Historic leap in gold imports in October unwinds dramatically.
Miguel Chanco (Chief EM Asia Economist)Emerging Asia

EM Asia Datanote: CPI, India, November 2025

  • In one line: Muddied by residual seasonality, but vegetable-price pressures are reviving.
Miguel Chanco (Chief EM Asia Economist)Emerging Asia

EM Asia Datanote: Trade, Taiwan, November 2025

  • In one line: Export growth remains eye-wateringly high.
Meekita Gupta (Asia Economist)Emerging Asia

EM Asia Datanote: Industrial Production, India, October 2025

  • In one line: Made to look much worse by Diwali distortions.
Miguel Chanco (Chief EM Asia Economist)Emerging Asia

PANTHEON EM ASIA DATA WRAP 28 November 2025

Ignore the Philippines’ misleading y/y trade headlines

Miguel Chanco (Chief EM Asia Economist)Emerging Asia

EM Asia Datanote: Retail Sales, Taiwan, October 2025

  • In one line: Motor sales contract a lot less.
Meekita Gupta (Asia Economist)Emerging Asia

PANTHEON EM ASIA DATA WRAP 25 November 2025

Thailand's bigger-than-expected October deficit masks resurgent US exports

Miguel Chanco (Chief EM Asia Economist)Emerging Asia

PANTHEON EM ASIA DATA WRAP 21 November 2025

Shaping up to be a very anti-climatic Q4 for India
Malaysia’s recent inflation spike could be over

Miguel Chanco (Chief EM Asia Economist)Emerging Asia

EM Asia Datanote: Core Industries, India, October 2025

  • In one line: Poor; residual Diwali noise is only partly to blame.
Miguel Chanco (Chief EM Asia Economist)Emerging Asia

EM Asia Datanote: Bank Indonesia Decision, November 2025

  • In one line: Easing should resume in December, with a final 25bp move.
Miguel Chanco (Chief EM Asia Economist)Emerging Asia

PANTHEON EM ASIA DATA WRAP 19 November 2025

The AI tide is finally lifting Malaysian exports

Meekita Gupta (Asia Economist)Emerging Asia

EM Asia Datanote: Trade, India, October 2025

  • In one line: Gold imports are still surging, but real import demand has also gone up a gear.
Miguel Chanco (Chief EM Asia Economist)Emerging Asia

PANTHEON EM ASIA DATA WRAP 17 November 2025

Destocking largely to blame for Thailand's Q3 GDP miss

Miguel Chanco (Chief EM Asia Economist)Emerging Asia

PANTHEON EM ASIA DATA WRAP 14 November 2025

Upstream price pressures in India remain soft on all fronts

Miguel Chanco (Chief EM Asia Economist)Emerging Asia

EM Asia Datanote: CPI, India, October 2025

  • In one line: Headline is going nowhere for the rest of this year.
Miguel Chanco (Chief EM Asia Economist)Emerging Asia

PANTHEON EM ASIA DATA WRAP 11 November 2025

Decent, if unspectacular, close to Q3 for Indonesian retail sales
Sales days and festivals boost Malaysian retail

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,