Pantheon Macroeconomics

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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.

pantheon em asia data wrap 2 june 2026

PANTHEON EM ASIA DATA WRAP 2 June 2026

ASEAN manufacturing is finally starting to stabilise
Food drives the initial bounce-back in Indonesian inflation
Commodity-price boost to Indonesian two-way trade is finally here

Miguel Chanco (Chief EM Asia Economist)Emerging Asia

EM Asia Datanote: Industrial Production, India, April 2026

  • In one line: A welcome bounce, as war risks continue to recede.
Miguel Chanco (Chief EM Asia Economist)Emerging Asia

EM Asia Datanote: Retail Sales, Thailand, March 2026

  • In one line: Headline still normalising; April consumption shows war squeeze.
Miguel Chanco (Chief EM Asia Economist)Emerging Asia

PANTHEON EM ASIA DATA WRAP 29 May 2026

Commodity-price surge is piling pressure on the peso

Miguel Chanco (Chief EM Asia Economist)Emerging Asia

May 2026- Emerging Asia Chartbook

BI SHOCKS WITH A 50BP HIKE; Q1 STRENGTH DUBIOUS

  • …TAIWAN STILL FLYING, BUT DOWNSIDE RISKS ARE RISING
Miguel Chanco (Chief EM Asia Economist)Emerging Asia

EM Asia Datanote: Retail Sales, Taiwan, April 2026

  • In one line: Still resilient to Middle East shock.
Meekita Gupta (Asia Economist)Emerging Asia

PANTHEON EM ASIA DATA WRAP 21 May 2026

Indian manufacturing still struggling; pop in prices fading

Miguel Chanco (Chief EM Asia Economist)Emerging Asia

EM Asia Datanote: Core Production, India, April 2026

  • In one line: Still losing momentum at the margin.
Miguel Chanco (Chief EM Asia Economist)Emerging Asia

EM Asia Datanote: Bank Indonesia Decision, May 2026

  • In one line: Huge—defensive—hike.
Miguel Chanco (Chief EM Asia Economist)Emerging Asia

PANTHEON EM ASIA DATA WRAP 20 May 2026

Brace for more eye-wateringly strong export growth in Malaysia.

Meekita Gupta (Asia Economist)Emerging Asia

PANTHEON EM ASIA DATA WRAP 19 May 2026

Unsurprising up-tick in Malaysian inflation.

Meekita Gupta (Asia Economist)Emerging Asia

PANTHEON EM ASIA DATA WRAP 18 May 2026

Thai growth sees a natural payback from the interim government pop
Analysts were also too gloomy on Singapore exports 

Miguel Chanco (Chief EM Asia Economist)Emerging Asia

EM Asia Datanote: Trade, India, April 2026

  • In one line: Some reassuring developments, but take the y/y leaps with a pinch of salt.
Miguel Chanco (Chief EM Asia Economist)Emerging Asia

EM Asia Datanote: WPI, India, April 2026

  • In one line: Hot, thanks to the naturally delayed oil boost.
Miguel Chanco (Chief EM Asia Economist)Emerging Asia

EM Asia Datanote: CPI, India, April 2026

  • In one line: Food price pressures at the margin are collapsing.
Miguel Chanco (Chief EM Asia Economist)Emerging Asia

PANTHEON EM ASIA DATA WRAP 12 May 2026

Sales growth is souring in Indonesia, for a handful of reasons

Miguel Chanco (Chief EM Asia Economist)Emerging Asia

PANTHEON EM ASIA DATA WRAP 11 May 2026

Another quarter of lacklustre consumption in Malaysia

Meekita Gupta (Asia Economist)Emerging Asia

EM Asia Datanote: Trade, Taiwan, April

  • In one line: Moderating; finally.
Meekita Gupta (Asia Economist)Emerging Asia

EM Asia Datanote: CPI, Taiwan, April

  • In one line: Potentially the peak.
Meekita Gupta (Asia Economist)Emerging Asia

PANTHEON EM ASIA DATA WRAP 7 May 2026

The main reason why the BSP should be reluctant to hike further

Miguel Chanco (Chief EM Asia Economist)Emerging Asia
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Keywords for: Emerging Asia Documents

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