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

Please use the filters on the right to search for a specific date or topic.

PANTHEON EM ASIA DATA WRAP 5 April 2023

PANTHEON EM ASIA DATA WRAP 29 September 2023

Industry was the lone hero in Q3, but it got a bit boost from base effects
Retail sales growth is finally starting to stabilise
Exports have turned a real corner
Non-core inflationary pressures are rebuilding

Miguel Chanco (Chief EM Asia Economist)Emerging Asia

September 2023 - Emerging Asia Chartbook

THE STRENGTH OF INDIA’S Q2 GDP IS SKIN-DEEP
...IGNORE THE BSP’S “NO CUTS”; THE BOT SIGNALS THE END

Miguel Chanco (Chief EM Asia Economist)Emerging Asia

PANTHEON EM ASIA DATA WRAP 15 September 2023

Ignore the consensus-beating surplus, Indonesian trade was poor in August

Miguel Chanco (Chief EM Asia Economist)Emerging Asia

PANTHEON EM ASIA DATA WRAP 11 September 2023

The underlying sluggishness in Indonesian retail sales is coming to the fore
Malaysian retail sales in July likely benefited from a summer holiday tourist boost

Miguel Chanco (Chief EM Asia Economist)Emerging Asia

PANTHEON EM ASIA DATA WRAP 5 September 2023

The moderation in ASEAN manufacturing remains in play
The see-sawing in India’s elevated services PMI continued in August
Surprise uptick in vehicle sales growth hides continuing weakness in Singaporean demand
Outright deflation in Thailand is looming
Food inflation rears its ugly head again in the Philippines

Miguel Chanco (Chief EM Asia Economist)Emerging Asia

PANTHEON EM ASIA DATA WRAP 1 September 2023

India’s manufacturing PMI continues to soar
The end of food disinflation in Indonesia, but core still has further to fall

Miguel Chanco (Chief EM Asia Economist)Emerging Asia

August 2023 - Emerging Asia Chartbook

  • THE PHILIPPINES IS FACING A TECHNICAL RECESSION
    ...THE BOT HAS TURNED TO A CONVENIENT SCAPEGOAT

Miguel Chanco (Chief EM Asia Economist)Emerging Asia

PANTHEON EM ASIA DATA WRAP 29 August 2023

Context removes some of the sheen from Vietnam’s better August trade data
Retail sales growth is finally finding its footing
Transport deflation is making a quick exit, pushing up August's headline rate

Miguel Chanco (Chief EM Asia Economist)Emerging Asia

PANTHEON EM ASIA DATA WRAP 25 August 2023

Demand from EM Asia is—yet again—letting Thai exports down
Friendly base effects and moderating food inflation weigh on headline CPI in Malaysia

Miguel Chanco (Chief EM Asia Economist)Emerging Asia

PANTHEON EM ASIA DATA WRAP 18 August 2023

Weak external demand takes a toll on Q2 Malaysian GDP
Malaysian export growth continued to languish in the red in July

Moorthy Krshnan (Senior Asia Economist)Emerging Asia

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