EM Asia Datanote: Trade, Taiwan, October 2025

• In one line: Export growth continues to shock to the upside.

PANTHEON EM ASIA DATA WRAP 7 November 2025

The Philippines’ Q3 GDP was ugly all around
Still no light at the end of the tunnel in the sales data

EM Asia Datanote: CPI, Taiwan, October 2025

• In one line: Probably the boost from the autumn moon festival.

PANTHEON EM ASIA DATA WRAP 6 November 2025

No slow-moving crash, but the honeymoon in Vietnamese exports is clearly over
Ignore the softest sales print in a year
Outright transport deflation will return

PANTHEON EM ASIA DATA WRAP 5 November 2025

Local private demand let the Indonesia economy down in Q3
The post-“Liberation Day” recovery in ASEAN manufacturing sentiment continues
Outright Thai deflation still has a number of months left
Softer food and firmer housing & utilities inflation in the Philippines offset each other

PANTHEON EM ASIA DATA WRAP 3 November 2025

A deceptively quiet end to Q3 for Indonesian trade
Raising our 2026 average inflation forecast to just over 3%

EM Asia Datanote: GDP, Taiwan, Q3 2025

• In one line: Softer, but still beating expectations.

EM Asia Datanote: Retail Sales, Thailand, August 2025

• In one line: ‘Others’ component goes from friend to foe; underlying growth is showing more stability.

PANTHEON EM ASIA DATA WRAP 24 October 2025

The 2025 upswing in India's PMIs has stalled

October 2025- Emerging Asia Chartbook

SURPRISE HOLDS FROM THE BOT AND BI WON’T LAST

• …A SERIES OF EARLY-Q3 GDP UPSIDE SHOCKS IN ASEAN

EM Asia Datanote: Retail Sales, Taiwan, September 2025

• In one line: Back in contraction.

EM Asia Datanote: Bank Indonesia Decision, October 2025

• In one line: Another month, another surprise… this time for a pause, as the Board adopts wait-and-see.

PANTHEON EM ASIA DATA WRAP 22 October 2025

Cost-push pressures are pushing up Malaysian inflation

EM Asia Datanote: Core Production, India, September 2025

• In one line: A minor setback; positive momentum still rebuilding.

PANTHEON EM ASIA DATA WRAP 17 October 2025

Rebound in mining and quarrying boosts Malaysia’s Q3 GDP past expectations
Export growth accelerates to one of the fastest rates this year

EM Asia Datanote: Trade, India, September 2025

• In one line: Blame yet another sudden spike in gold imports, though exports aren’t helping either.

EM Asia Datanote: WPI, India, September 2025

• In one line: Flirting with outright deflation, which looks likely in the next two reports.

EM Asia Datanote: CPI, India, September 2025

• In one line: Food & beverage deflation is back, and will likely deepen this month.

EM Asia Datanote: Bangko Sentral ng Pilipinas Decision, October 2025

• In one line: Surprise, surprise… we weren’t at the “sweet spot” after all.

PANTHEON EM ASIA DATA WRAP 9 October 2025

Q3 is shaping up to be fairly decent for Indonesian retail sales