Pantheon Macroeconomics

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Below is a list of our Emerging Asia Publications for the last 6 months. If you are looking for reports older than 6 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: March CPI & February IP, India

  • In one line: LPG price cut pulls inflation down below 5% for the first time since October; don’t be fooled by the jolt in IP growth.

Miguel Chanco (Chief EM Asia Economist)Emerging Asia

EM Asia Datanote: February CPI & January IP, India

  • In one line: Delaying our first RBI rate cut call to August; industry is floundering, forget the H2 2023 ’strength’ in GDP.

Miguel Chanco (Chief EM Asia Economist)Emerging Asia

EM Asia Datanote: CPI, Taiwan, February

  • In one line: Seasonal impact from the Lunar New Year results in a jump to services inflation.

Moorthy Krshnan (Senior Asia Economist)Emerging Asia

EM Asia Datanote: January CPI & December IP, India

  • In one line: Still waiting on the onion price correction to show in CPI; the trend in IP growth is clearly one of moderation.

Miguel Chanco (Chief EM Asia Economist)Emerging Asia

EM Asia Datanote: Retail Sales, Thailand, November

  • In one line: Still-lofty growth remains very exposed to a further slowdown.

Miguel Chanco (Chief EM Asia Economist)Emerging Asia

EM Asia Datanote: December CPI & November IP, India

  • In one line: The CPI report has yet to pick-up the correction in onion prices; don’t panic over the Diwali-related crash in IP growth.

Miguel Chanco (Chief EM Asia Economist)Emerging Asia

EM Asia Datanote: CPI, Malaysia, November

  • In one line: A new post-pandemic low, but risks to the outlook from imported inflation increase.

Moorthy Krshnan (Senior Asia Economist)Emerging Asia

EM Asia Datanote: Trade, India, November

  • In one line: We told you not to panic about October’s record deficit; you’re welcome.

Miguel Chanco (Chief EM Asia Economist)Emerging Asia

EM Asia Datanote: November CPI & October IP, India

  • In one line: The worst of the recent food price surge is over; Diwali calendar effects flatter October IP massively.

Miguel Chanco (Chief EM Asia Economist)Emerging Asia

EM Asia Datanote: Q3 GDP and October Core Production, India

  • In one line: Q3 was better than Q2, but the headline continues to be flattered absurdly by statistical discrepancies.

Miguel Chanco (Chief EM Asia Economist)Emerging Asia

PANTHEON EM ASIA DATA WRAP 29 November 2023

Vietnam’s export recovery remains intact, heading into 2024
The contradictory headline rates aside, retail sales growth is clearly regaining momentum
No power price pop to see in November CPI

Miguel Chanco (Chief EM Asia Economist)Emerging Asia

PANTHEON EM ASIA DATA WRAP 27 November 2023

ASEAN is carrying the nascent recovery in Thai exports on its back

Miguel Chanco (Chief EM Asia Economist)Emerging Asia

PANTHEON EM ASIA DATA WRAP 20 November 2023

A massive, but perverse, net trade boost saves Thai Q3 GDP from a complete car crash
Export growth in Malaysia jumps even, as it remains flat in nominal terms 

Miguel Chanco (Chief EM Asia Economist)Emerging Asia

PANTHEON EM ASIA DATA WRAP 17 November 2023

Momentum in Singaporean exports builds, supported by base effects

Moorthy Krshnan (Senior Asia Economist)Emerging Asia

EM Asia Datanote: Trade, India, October

  • In one line: Why we aren’t panicking about the record deficit.

Miguel Chanco (Chief EM Asia Economist)Emerging Asia

EM Asia Datanote: CPI, India, October

  • In one line: Slowing core inflation will make the next few months of headline stubbornness easier to swallow.

Miguel Chanco (Chief EM Asia Economist)Emerging Asia

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Emerging Asia Document Vault, Pantheon Macro, Pantheon Macroeconomics, independent macro research, independent research, ian shepherdson, economic intelligence