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 7 February 2024

EM Asia Datanote: March CPI & February IP, India

  • In one line: LPG price cut pulls inflation down below 5% for the first time since October; don’t be fooled by the jolt in IP growth.

Miguel Chanco (Chief EM Asia Economist)Emerging Asia

PANTHEON EM ASIA DATA WRAP 12 April 2024

Singaporean GDP growth picks up in Q1 on recovering external demand
MAS opens the door to easing in Q4
Base effects are now dominating Philippine sales growth, masking weak marginal trends

Moorthy Krshnan (Senior Asia Economist)Emerging Asia

PANTHEON EM ASIA DATA WRAP 11 April 2024

Base effects are masking lacklustre momentum in Philippine trade

Miguel Chanco (Chief EM Asia Economist)Emerging Asia

PANTHEON EM ASIA DATA WRAP 5 April 2024

Festive spending boosts Singaporean retail sales growth in February

Moorthy Krshnan (Senior Asia Economist)Emerging Asia

EM Asia Datanote: Core Production, India, February

  • In one line: A y/y bounce inflated by base effects, but trends at the margin are finally turning.

Miguel Chanco (Chief EM Asia Economist)Emerging Asia

March 2024- Emerging Asia Chartbook

8% GROWTH IN INDIA AN UNSUSTAINABLE FACADE

  • …TAIWAN’S SURPRISE HIKE SHOULD BE A ‘ONE-AND-DONE’

Miguel Chanco (Chief EM Asia Economist)Emerging Asia

PANTHEON EM ASIA DATA WRAP 25 March 2024

Lunar New Year demand boosts headline CPI in Singapore 
New tariff adjustment mechanism pushes up utilities inflation in Malaysia

Moorthy Krshnan (Senior Asia Economist)Emerging Asia

PANTHEON EM ASIA DATA WRAP 21 March 2024

India's manufacturing PMI jumps to a 17-year high, but so what?
The rebuild of inflationary pressures in services is becoming harder to ignore

Miguel Chanco (Chief EM Asia Economist)Emerging Asia

PANTHEON EM ASIA DATA WRAP 18 March 2024

Malaysian export growth slumps in February on seasonal effects
Singapore's February exports hide continued recovery in electronics

Moorthy Krshnan (Senior Asia Economist)Emerging Asia

EM Asia Datanote: Trade, India, February

  • In one line: A one-off, or is the lumpy slide in non-oil imports finally over?

Miguel Chanco (Chief EM Asia Economist)Emerging Asia

PANTHEON EM ASIA DATA WRAP 14 March 2024

Indonesian retail sales growth remains well below average, despite the January bounce
Upstream core inflation in India is still MIA; great

Miguel Chanco (Chief EM Asia Economist)Emerging Asia

EM Asia Datanote: February CPI & January IP, India

  • In one line: Delaying our first RBI rate cut call to August; industry is floundering, forget the H2 2023 ’strength’ in GDP.

Miguel Chanco (Chief EM Asia Economist)Emerging Asia

EM Asia Datanote: Trade, Taiwan, February

In one line: Seasonal effects aside, the export growth outlook remains positive.

Moorthy Krshnan (Senior Asia Economist)Emerging Asia

EM Asia Datanote: CPI, Taiwan, February

  • In one line: Seasonal impact from the Lunar New Year results in a jump to services inflation.

Moorthy Krshnan (Senior Asia Economist)Emerging Asia

EM Asia Datanote: Bank Negara Malaysia Decision

  • In one line: Ringgit weakness worries BNM, but its opting for non-rate measures.

Moorthy Krshnan (Senior Asia Economist)Emerging Asia

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Keywords for: Emerging Asia Documents

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