Pantheon Macroeconomics

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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.

PANTHEON EM ASIA DATA WRAP 20 October 2023

PANTHEON EM ASIA DATA WRAP 19 February 2024

Import bounce hits Thailand's Q4 hard, but this is no reflection of healthy domestic demand

Miguel Chanco (Chief EM Asia Economist)Emerging Asia

PANTHEON EM ASIA DATA WRAP 16 February 2024

Still waiting on Indonesian retail sales to show any real signs of life
Singaporean export growth leaps in Janaury, but any celebration would be premature

Miguel Chanco (Chief EM Asia Economist)Emerging Asia

PANTHEON EM ASIA DATA WRAP 8 February 2024

Cracks are emerging in the RBI’s unity
Discretionary spending over the holidays boosts Malaysian sales growth in December

Miguel Chanco (Chief EM Asia Economist)Emerging Asia

PANTHEON EM ASIA DATA WRAP 7 February 2024

The H2 recovery in Philippine sales lost a lot of upward momentum in Q4

Miguel Chanco (Chief EM Asia Economist)Emerging Asia

PANTHEON EM ASIA DATA WRAP 6 February 2024

Philippine inflation is now firmly within the BSP's 2-to-4% target range

Miguel Chanco (Chief EM Asia Economist)Emerging Asia

PANTHEON EM ASIA DATA WRAP 5 February 2024

Inventories hide a general slowdown in Indonesian private domestic demand in Q4
Jump in Singaporean vehicle sales in December was unable to offset weakness in other areas
The near-2% consensus for average Thai inflation this year is looking increasingly absurd

Miguel Chanco (Chief EM Asia Economist)Emerging Asia

PANTHEON EM ASIA DATA WRAP 1 February 2024

An encouraging, but most likely temporary, bounce in ASEAN manufacturing
Yet another reassuring below-consensus drop in Indonesian core inflation

Miguel Chanco (Chief EM Asia Economist)Emerging Asia

PANTHEON EM ASIA DATA WRAP 31 January 2024

The Philippines' slowdown resumes, but less dramatically than expected

Miguel Chanco (Chief EM Asia Economist)Emerging Asia

PANTHEON EM ASIA DATA WRAP 29 January 2024

Ignore the Tet noise, two-way trade started 2024 poorly
Retail sales had an abysmal January, too, leaving aside the rose-tinted headline
Headline stickiness is masking a persistent decline in core inflation

Miguel Chanco (Chief EM Asia Economist)Emerging Asia

PANTHEON EM ASIA DATA WRAP 26 January 2024

A welcome two-sided improvement, but Thai net trade should hit Q4 GDP
Don’t be fooled by the apparent recovery in Philippine exports

Miguel Chanco (Chief EM Asia Economist)Emerging Asia

January 2024 - Emerging Asia Chartbook

MALAYSIA’S Q4 GDP DISAPPOINTS SUBSTANTIALLY...

  • ...INDIA’S ADVANCE ESTIMATE FOR 2023/24 GDP IS FARCICAL

Miguel Chanco (Chief EM Asia Economist)Emerging Asia

PANTHEON EM ASIA DATA WRAP 19 January 2024

Weak external demand drags on Malaysian manufacturing in Q4
A particularly weak ending to 2023 for Malaysian exports

Moorthy Krshnan (Senior Asia Economist)Emerging Asia

PANTHEON EM ASIA DATA WRAP 17 January 2024

Singaporean export growth in December falls on weak electronics

Moorthy Krshnan (Senior Asia Economist)Emerging Asia

PANTHEON EM ASIA DATA WRAP 15 January 2024

Indonesian exports are improving, but demand still isn’t firing on all fronts
Plenty of reassuring details from India’s December WPI

Miguel Chanco (Chief EM Asia Economist)Emerging Asia

PANTHEON EM ASIA DATA WRAP 10 January 2024

Indonesian sales growth is barely keeping its head above water
A welcome widening of the Philippines’ trade deficit in November

Miguel Chanco (Chief EM Asia Economist)Emerging Asia

PANTHEON EM ASIA DATA WRAP 9 January 2024

The fledgling U-turn in Philippine sales is already losing steam

Miguel Chanco (Chief EM Asia Economist)Emerging Asia

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