EM Asia Datanote: Customs Trade, Thailand, March 2026

• In one line: A solid end to Q1 for two-way trade, but fundamental pressure on the THB is building.

EM Asia Datanote: Bangko Sentral ng Pilipinas Decision, April 2026

• In one line: An insurance hike; most probably a “one and done”.

PANTHEON EM ASIA DATA WRAP 23 April 2026

Indian PMIs rebounding on the back of the fragile ceasefire

EM Asia Datanote: Bank Indonesia Decision, April 2026

• In one line: Another month, another hold, as global assumptions are downgraded further.

EM Asia Datanote: Core Industries, India, March 2026

• In one line: Grim end to an already forgetful Q1; glaring war impact on fertiliser output.

PANTHEON EM ASIA DATA WRAP 20 April 2026

Malaysian electronic exports are down, just when commodities perk up

EM Asia Datanote: CPI, Taiwan, March 2026

• In one line: Not as bad as we all thought.

PANTHEON EM ASIA DATA WRAP 8 April 2026

RBI is keeping calm and carrying on with a sensible pause

EM Asia Datanote: CPI, Thailand, March 2026

• In one line: The bigger jolt will come in April.

PANTHEON EM ASIA DATA WRAP 7 April 2026

Oil surge leads to an immediate breach of the BSP’s target range
Recovering domestic demand will soon hit a brick wall

PANTHEON EM ASIA DATA WRAP 1 April 2026

Iran war hits most ASEAN factories hard; price shock immediate and big
Indonesia’s trade surplus and exports will soon see brighter days
A swift return to BI’s target range thanks to base effects

EM Asia Datanote: Retail Sales, Thailand, January 2026

• In one line: Underlying spending growth was still in recovery mode pre-Iran war.

EM Asia Datanote: Industrial Production, India, February 2026

• In one line: Likely as good as we’ll get in H1, if not 2026 at large.

PANTHEON EM ASIA DATA WRAP 27 March 2026

Two-way trade in the Philippines was picking up steam before the war

March 2026 - Emerging Asia Chartbook

CPI FORECASTS UP ACROSS THE BOARD IN EM ASIA

• …BUT FROM LOW STARTING POINTS; ONLY SBV SET TO HIKE

EM Asia Datanote: Retail Sales, Taiwan, February

• In one line: Q1 consumption remains firm.

EM Asia Datanote: Customs Trade, Thailand, February 2026

• In one line: Fundamental downward pressure on the THB is building rapidly.

PANTHEON EM ASIA DATA WRAP 24 March 2026

Iran war, unsurprisingly, hits India's PMIs immediately

PANTHEON EM ASIA DATA WRAP 23 March 2026

Inflation broadly accelerating in Singapore in Q1

EM Asia Datanote: Core Production, India, February 2026

• In one line: Infrastructure sectors carrying more of the weight alone; overall momentum still solid.