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.
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
THE STRENGTH OF INDIA’S Q2 GDP IS SKIN-DEEP
...IGNORE THE BSP’S “NO CUTS”; THE BOT SIGNALS THE END
A meaningful return to the black for Thailand's trade balance
Private transport prices slow disinflation in Singapore
Malaysian inflation holds steady in August
Malaysian trade growth plunges on adverse base effects
Weak Singaporean exports likely to weigh on Q3 growth
Ignore the consensus-beating surplus, Indonesian trade was poor in August
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
A poor start to Q3 for Philippine two-way trade
The Q2 weakness in Philippine demand has bled into Q3
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
India’s manufacturing PMI continues to soar
The end of food disinflation in Indonesia, but core still has further to fall
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
Demand from EM Asia is—yet again—letting Thai exports down
Friendly base effects and moderating food inflation weigh on headline CPI in Malaysia
Inflationary pressure in Singapore eases further in July
Thai households prevent an outright contraction in Q2, just
Weak external demand takes a toll on Q2 Malaysian GDP
Malaysian export growth continued to languish in the red in July
Difficult start to Q3 for Singaporean exports
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