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.
The RBI’s likely long pause is here
Don’t buy Vietnam’s Tet-distorted January trade headlines
A more than decent start to 2026 for retail sales in Vietnam
Huge healthcare hike in January last year drops out of Vietnamese inflation
Nascent signs of a recovery in Philippine sales
Indonesia’s dream of 6% for 2026 could become reality
Thai deflation now looks set to stick around until mid-year
Philippine inflation is back in the BSP’s range; still expecting a February cut
Sturdy manufacturing momentum in ASEAN is holding up
Two-way trade in Indonesia ends 2025 on a solid note
A deceptively soft January headline CPI print in Indonesia
Anti-graft drive drags Philippine growth down to weakest in nearly 15 years
Sagging Philippine imports—masked by base effects—is the real story
EM ASIA EXPORTERS END 2025 WITH A GDP BANG
India showing no care to the US-led geopolitical noise
AI boom saves Malaysian exports
Malaysian inflation shows a surprise rise
More confirmation that food price pressures are coming back in India
Recovering sales growth in Indonesia hiding big holes under the surface
Reviving food inflation should soon return Thai CPI to the black
GDP growth in Vietnam surprisingly holds steady above 8%
A robust end to the year for Vietnamese exports, but momentum continues to fade
December bump salvages Vietnamese real retail sales in Q4
Rising food inflation in Vietnam cushions what could have been a bigger December deceleration
Encouraging, but Philippine sales are still broadly struggling
Philippine food inflation is finally reviving

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