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 28 march 2025

PANTHEON EM ASIA DATA WRAP 30 April 2026

A broadly constructive deterioration of the Philippines' trade balance in Q1

April 2025- Emerging Asia Chartbook

EARLY Q1 GDP NUMBERS SHOW A GENERAL COOLING

  • …BSP AND MAS TIGHTEN IN VIEW OF CPI RISKS

EM Asia Datanote: Customs Trade, Thailand, March 2026

  • In one line: A solid end to Q1 for two-way trade, but fundamental pressure on the THB is building.

EM Asia Datanote: Core Industries, India, March 2026

  • In one line: Grim end to an already forgetful Q1; glaring war impact on fertiliser output.

PANTHEON EM ASIA DATA WRAP 20 April 2026

Malaysian electronic exports are down, just when commodities perk up

PANTHEON EM ASIA DATA WRAP 7 April 2026

Oil surge leads to an immediate breach of the BSP’s target range
Recovering domestic demand will soon hit a brick wall

PANTHEON EM ASIA DATA WRAP 1 April 2026

Iran war hits most ASEAN factories hard; price shock immediate and big
Indonesia’s trade surplus and exports will soon see brighter days
A swift return to BI’s target range thanks to base effects

PANTHEON EM ASIA DATA WRAP 27 March 2026

Two-way trade in the Philippines was picking up steam before the war

March 2026 - Emerging Asia Chartbook

CPI FORECASTS UP ACROSS THE BOARD IN EM ASIA

  • …BUT FROM LOW STARTING POINTS; ONLY SBV SET TO HIKE

PANTHEON EM ASIA DATA WRAP 19 March 2026

Malaysian headline export growth in Q1 still up from Q4, despite February miss
Inflation at bay, for now

PANTHEON EM ASIA DATA WRAP 16 March 2026

Iran war forcing an upgrade to our 2026 India WPI forecast to 5%

PANTHEON EM ASIA DATA WRAP 12 March 2026

Brace for a potential inflation hit to Malaysian retail sales growth this year

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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,