Pantheon Macroeconomics

Best viewed on a device with a bigger screen...

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.

October

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

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

PANTHEON EM ASIA DATA WRAP 23 October 2023

Rise in transport inflation ends disinflationary run in Singapore

Moorthy Krshnan (Senior Asia Economist)Emerging Asia

PANTHEON EM ASIA DATA WRAP 20 October 2023

The domestic-oriented services sector powers Q3 Malaysian GDP growth
Headline CPI benefits from food disinflation but core inflation remains sticky 

Moorthy Krshnan (Senior Asia Economist)Emerging Asia

PANTHEON EM ASIA DATA WRAP 19 October 2023

Malaysian export growth benefits from recovery in electronics sector

Moorthy Krshnan (Senior Asia Economist)Emerging Asia

PANTHEON EM ASIA DATA WRAP 13 October 2023

Singaporean manufacturing manages to crawl out of a technical recession in Q3
The MAS adopts wait-and-see, as upside and downside risks to growth and inflation

Moorthy Krshnan (Senior Asia Economist)Emerging Asia

PANTHEON EM ASIA DATA WRAP 12 October 2023

Retail sales growth should benefit from friendly base effects until the end of 2023

Moorthy Krshnan (Senior Asia Economist)Emerging Asia

PANTHEON EM ASIA DATA WRAP 10 October 2023

A forgetful Q3 for Indonesian retail sales
The recovery in Philippine exports is consolidating

Miguel Chanco (Chief EM Asia Economist)Emerging Asia

PANTHEON EM ASIA DATA WRAP 6 October 2023

An uneventful October… Expect another hold from the RBI in December
Net sales in the Philippines continue to find their feet in Q3

Miguel Chanco (Chief EM Asia Economist)Emerging Asia

PANTHEON EM ASIA DATA WRAP 5 October 2023

Food inflation in the Philippines hardens, weirdly
More policy-induced downside to come in Thai inflation
India’s services PMI enjoys a domestic demand-driven rebound in September

Miguel Chanco (Chief EM Asia Economist)Emerging Asia

PANTHEON EM ASIA DATA WRAP 3 October 2023

The August pop of India's manufacturing PMI shows no follow-through

Miguel Chanco (Chief EM Asia Economist)Emerging Asia

PANTHEON EM ASIA DATA WRAP 2 October 2023

ASEAN manufacturing hits a wall at the close of Q3
Indonesia’s 2022 fuel price hikes finally disappear from inflation

Miguel Chanco (Chief EM Asia Economist)Emerging Asia

  Publication Filters

Change View: List   Small Grid  

Filter by Keyword

Filter by Region

Filter by Publication Type

Filter by Date
(6 months only; older publications available on request)

  Quick Tag Filters
Consistently Right
Access Key Enabled Navigation
Keywords for: Emerging Asia Documents

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