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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.
The RBI still isn’t showing any appetite for normalisation
Deflation in Thailand will stay for at least one more month
A reminder that any recovery in Philippine domestic demand will be bumpy
India’s PMIs are entering 2024 with waning momentum
Weak start to Singaporean retail sales in Q4
Target range inflation in the Philippines is around the corner
Only a small respite for ASEAN manufacturing in November
The mean-reversion in Indian’s manufacturing PMI remains largely intact
Adverse food price base effects in Indonesia will now unwind
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
PUBLIC SPENDING CAN’T RESCUE THE PH LONG TERM
ASEAN is carrying the nascent recovery in Thai exports on its back
Inflation in Singapore spikes on base effects and record COEs
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
Momentum in Singaporean exports builds, supported by base effects
A solid start to Q4 for Indonesian exports
WPI deflation in India should cease this month
Government spending saves the Philippines’ Q3 GDP
Philippine sales entered Q4 with encouraging momentum
Indonesian retail sales will be ending 2023 still below the pre-Covid level
Proof that the BSP’s out-of-cycle rate hike was rash
The Philippines’ smallest deficit in almost a year isn’t exactly good news
Indonesia’s Q3 GDP miss is worse than it looks
The government’s fuel price cuts brings about deflation in Thailand
EMERGING ASIA ECONOMIC CHARTBOOK, OCTOBER 2023
Rise in transport inflation ends disinflationary run in Singapore
The domestic-oriented services sector powers Q3 Malaysian GDP growth
Headline CPI benefits from food disinflation but core inflation remains sticky
Malaysian export growth benefits from recovery in electronics sector
Singaporean NODX growth continues to pick up momentum
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