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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.
Huge bounce in Philippine imports masks a broad-based Q1 improvement
An overdue—and big—m/m correction in Philippine sales to close Q1
Front-loading of Vietnamese exports to the US looks to have hit a ceiling
A quiet start to Q2 for retail sales in Vietnam, following a robust Q1
Lots of moving parts, but April saw no change to Vietnamese inflation
Below-target-range inflation in the Philippines looks set to persist until year-end
This bout of Thai deflation should be short and shallow
Indonesia’s electricity discounts are now well and truly a thing of the past
Underneath the surface; a weak close to a robust Q1 for Philippine trade
FACTORY ASIA—EX-CHINA—IS DOWN, BUT NOT OUT
Bigger US front-loading drives Thai export growth to a 3-year high
Expect at least two more consecutive 25bp cuts from the RBI
Short-lived, policy-induced deflation in Indonesia is over
How high can Philippine sales go before they hit a ceiling?
A brief spell of policy-induced deflation is around the corner in Thailand
Very soft, but March should be the low for Philippine inflation this year
The nascent improvement in ASEAN manufacturing is far from comprehensive
Philippine trade takes a breather after a fast start to 2025
INDIAN CONSUMPTION ON THE MEND, SLOWLY
Indian services are still broadly losing momentum
Indonesia’s February export pop isn’t so black and white
Philippine sales growth remains sturdy, but the remittance lift should soon reverse
Finally seeing signs of US front-loading in Vietnamese exports, Tet noise aside
Ignore the official slip, sales growth strengthened in February
Food inflation noesdives with the help of residual Tet noise
Door now wide open for the BSP to resume easing in April
A 7-month high for ASEAN’s PMI, but no clear signs of US front-loading, yet
A surprising—though likely temporary—dip into outright deflation in Indonesia
A surprisingly fast start to 2025 for Philippine trade
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