- © 2025 Pantheon Macroeconomics
- Tel: +1 914 610 3830
Pantheon Macroeconomics
Best viewed on a device with a bigger screen...
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.
Philippine inflation has finally bottomed out
A more confident uptick in ASEAN manufacturing, with tariff clouds receding
Still-robust export growth is driving Indonesia’s trade surplus to its highest in years
Surprisingly soft CPI numbers all around for August
Very mixed start to Philippine two-way trade at the start of Q3
BI—RIGHTLY—ISN’T BUYING THE ‘STRONG’ Q2 GDP
India’s flash PMIs for August shrug off Trump’s 50% tariff threat
US tariff themes aplenty in Thailand’s Q2; expect a faster slowdown in H2
The Philippines’ Q2 GDP was a skin-deep, consensus-beating print
Sales numbers show worsening momentum heading into Q3
The RBI holds—understandably—in spite of the tariff let-down
An initial sign that the front-loading of Vietnamese exports to the US is over
A decent start to Q3 for still-depressed Vietnamese retail sales
Transport deflation re-steepens in Vietnam; it's here to stay, for now
June leap in Thai food inflation reverses completely
Big investment rebound drives Indonesia’s Q2 upside surprise
July should mark the low for Philippine inflation, but short-term downside risks dominate
Early US trade deals in July help ASEAN manufacturing find its feet, for now
Indonesian export growth is in for a weaker H2
Discount the base effects lifting Indonesian food inflation; the headline should now stabilise
Philippine trade was flattered hugely by base effects in June
BI CUTS IN JULY; NEW BOT CHIEF TO RESTART EASING
PMIs indicate a decent start to Q3 for India’s economy
US front-loading in Thailand is still going strong
Indonesian sales remain tepid, at best… stimulus ‘pop’ looking small
Philippine sales are now effectively flat-lining
A few more months of modest Thai deflation on the cards
Emerging Asia Document Vault, independent macro research, Pantheon Macro, Pantheon Macroeconomics, independent research, ian shepherdson, economic intelligence,