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

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PANTHEON EM ASIA DATA WRAP 28 February 2023 Miguel Chanco (Chief EM Asia Economist)

PANTHEON EM ASIA DATA WRAP 23 April 2024

Firmer employment cushions a marginal softening in orders and output in India’s April manufacturing PMI
India’s services PMI remains comfortably above 60; thankfully, April saw an easing in price pressures
Singapore's inflation outlook remains challenging, depsite the March drop

Miguel Chanco (Chief EM Asia Economist)Emerging Asia

EM Asia Datanote: March CPI & February IP, India

  • In one line: LPG price cut pulls inflation down below 5% for the first time since October; don’t be fooled by the jolt in IP growth.

Miguel Chanco (Chief EM Asia Economist)Emerging Asia

PANTHEON EM ASIA DATA WRAP 11 April 2024

Base effects are masking lacklustre momentum in Philippine trade

Miguel Chanco (Chief EM Asia Economist)Emerging Asia

EM Asia Datanote: Core Production, India, February

  • In one line: A y/y bounce inflated by base effects, but trends at the margin are finally turning.

Miguel Chanco (Chief EM Asia Economist)Emerging Asia

March 2024- Emerging Asia Chartbook

8% GROWTH IN INDIA AN UNSUSTAINABLE FACADE

  • …TAIWAN’S SURPRISE HIKE SHOULD BE A ‘ONE-AND-DONE’

Miguel Chanco (Chief EM Asia Economist)Emerging Asia

PANTHEON EM ASIA DATA WRAP 21 March 2024

India's manufacturing PMI jumps to a 17-year high, but so what?
The rebuild of inflationary pressures in services is becoming harder to ignore

Miguel Chanco (Chief EM Asia Economist)Emerging Asia

EM Asia Datanote: Trade, India, February

  • In one line: A one-off, or is the lumpy slide in non-oil imports finally over?

Miguel Chanco (Chief EM Asia Economist)Emerging Asia

PANTHEON EM ASIA DATA WRAP 14 March 2024

Indonesian retail sales growth remains well below average, despite the January bounce
Upstream core inflation in India is still MIA; great

Miguel Chanco (Chief EM Asia Economist)Emerging Asia

EM Asia Datanote: February CPI & January IP, India

  • In one line: Delaying our first RBI rate cut call to August; industry is floundering, forget the H2 2023 ’strength’ in GDP.

Miguel Chanco (Chief EM Asia Economist)Emerging Asia

PANTHEON EM ASIA DATA WRAP 1 March 2024

Thank the labour market for the six-month high in ASEAN’s PMI
Non-core factors lead a February bounce in Indonesian inflation

Miguel Chanco (Chief EM Asia Economist)Emerging Asia

PANTHEON EM ASIA DATA WRAP 29 February 2024

Don’t worry about the Tet noise, Vietnam's export recovery remains on track
Reported sales growth continues to tell only a small part of the—weak underlying—story
Noticeable seasonal demand for food and adverse base effects push inflation up to 4%

Miguel Chanco (Chief EM Asia Economist)Emerging Asia

February 2024 - Emerging Asia Chartbook

CHICKENS COME HOME TO ROOST IN THAILAND

  • ...FAREWELL TO AUTOMATIC FISCAL CONSOLIDATION IN INDIA

Miguel Chanco (Chief EM Asia Economist)Emerging Asia

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

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