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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.
Philippine sales still sliding, but a few green shoots are emerging
Soft… keeping the door wide open for at least one more BSP cut this quarter
Vietnamese growth slipped marginally—in reality—in Q3
Don’t put too much weight on the September uptick in Vietnamese sales
A sense of deja vu… Vietnam’s exports to the US steal the show to close Q3
Transport deflation in Vietnam finally comes to an end, for now
CPI expectations in Thailand need a further recalibration down
The RBI’s pause continues, but further easing is still very much on the table
A sturdy—but narrow—end-Q3 bump in ASEAN manufacturing
Ignore the August jump in Indonesia's surplus; import demand is crashing
Food inflation is firming up fast in Indonesia, but core disinflation is a strong anchor
Real import demand in the Philippines has had a bleak Q3, so far
IGNORE INDIA’S ‘HOT’ Q2 GDP; Q3 SHAPING UP TO BE
MUCH MORE SOLID
Thai front-running to the US is now reversing
A soft-ish end to Q3, but Indian momentum is still largely improving
A robust start to Q3 for Indonesian retail sales
A quiet start to Q3, but Philippine sales are still sliding
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
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