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 8 December 2023

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

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

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: 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

PANTHEON EM ASIA DATA WRAP 5 March 2024

Seasonal effects aside, Singaporean consumer demand remains healthy
Outright deflation in Thailand should be over in a few months
The favourable January food price drag in the Philippines is unwinding partially

Moorthy Krshnan (Senior Asia Economist)Emerging Asia

PANTHEON EM ASIA DATA WRAP 1 March 2024

Thank the labour market for the six-month high in ASEAN’s PMI
Non-core factors lead a February bounce in Indonesian inflation

Miguel Chanco (Chief EM Asia Economist)Emerging Asia

PANTHEON EM ASIA DATA WRAP 29 February 2024

Don’t worry about the Tet noise, Vietnam's export recovery remains on track
Reported sales growth continues to tell only a small part of the—weak underlying—story
Noticeable seasonal demand for food and adverse base effects push inflation up to 4%

Miguel Chanco (Chief EM Asia Economist)Emerging Asia

February 2024 - Emerging Asia Chartbook

CHICKENS COME HOME TO ROOST IN THAILAND

  • ...FAREWELL TO AUTOMATIC FISCAL CONSOLIDATION IN INDIA

Miguel Chanco (Chief EM Asia Economist)Emerging Asia

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Keywords for: Emerging Asia Documents

Emerging Asia Document Vault, Pantheon Macro, Pantheon Macroeconomics, independent macro research, independent research, ian shepherdson, economic intelligence