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 6 December 2024

The RBI takes a halfway-house approach in response to the grim Q3 GDP
Philippine sales fall to their lowest level in over a year
High base from last year’s healthcare price rises pulls Vietnamese inflation down in November
Vietnamese sales growth remains sluggish, in reality
Ignore the headline trade misses, the real story is that Vietnamese export momentum is waning, rapidly

Miguel Chanco (Chief EM Asia Economist)Emerging Asia

PANTHEON EM ASIA DATA WRAP 4 December 2024

Continued food disinflation in Thailand mutes the headline’s November uptick

Miguel Chanco (Chief EM Asia Economist)Emerging Asia

PANTHEON EM ASIA DATA WRAP 2 December 2024

A narrow and likely short-lived uptick in ASEAN’s PMI for November
Inflation moves closer to the lower bound of BI’s target range; S/T stability coming

Miguel Chanco (Chief EM Asia Economist)Emerging Asia

November 2024 - Emerging Asia Chartbook

EM ASIA IS PARTICULARLY EXPOSED TO ‘TRUMP 2.0’

  • …INDONESIA AND THE PHILIPPINES DISAPPOINT IN Q3

Miguel Chanco (Chief EM Asia Economist)Emerging Asia

PANTHEON EM ASIA DATA WRAP 26 November 2024

Thai exports jump to a fresh high on the back of an ASEAN bump

Miguel Chanco (Chief EM Asia Economist)Emerging Asia

PANTHEON EM ASIA DATA WRAP 22 November 2024

Steady slide in India’s PMIs continues, despite the November pop in services

Miguel Chanco (Chief EM Asia Economist)Emerging Asia

PANTHEON EM ASIA DATA WRAP 18 November 2024

Broad-based investment comeback drives Thailand’s market-beating Q3 GDP print

Miguel Chanco (Chief EM Asia Economist)Emerging Asia

PANTHEON EM ASIA DATA WRAP 15 November 2024

An overdue bounce in demand from India moves Indonesia’s export recovery forward

Miguel Chanco (Chief EM Asia Economist)Emerging Asia

PANTHEON EM ASIA DATA WRAP 14 November 2024

Food prices are still the main headache at the WPI level in India, too

Miguel Chanco (Chief EM Asia Economist)Emerging Asia

PANTHEON EM ASIA DATA WRAP 12 November 2024

Frustratingly slow recovery in Indonesian retail sales continues

Miguel Chanco (Chief EM Asia Economist)Emerging Asia

PANTHEON EM ASIA DATA WRAP 6 November 2024

Vietnamese exports are once again losing momentum
The softening in ‘official’ retail sales growth in Vietnam is far from over
The impact of Yagi on Vietnamese food inflation continues to be felt
The ghost of the short-lived previous administration pushes Thai inflation up further in October
Philippine sales had a forgetful Q3 at the end of the day; all eyes on tomorrow's GDP release
An abysmal September effectively has written off Q3 for Philippine exports

Miguel Chanco (Chief EM Asia Economist)Emerging Asia

PANTHEON EM ASIA DATA WRAP 5 November 2024

Inventories spike keeps Indonesian GDP growth from slowing more sharply in Q3
Inflation in the Philippines should stabilise near the lower end of the BSP’s range

Miguel Chanco (Chief EM Asia Economist)Emerging Asia

PANTHEON EM ASIA DATA WRAP 24 October 2024

India’s PMIs start Q4 on a cautiously better note, after the September carnage

Miguel Chanco (Chief EM Asia Economist)Emerging Asia

October 2024 - Emerging Asia Chartbook

A SECOND BOT CUT IN DECEMBER IS TOUCH-AND-GO

  • …THE RBI TURNS ‘NEUTRAL’; ALL EYES ON Q3 GDP

Miguel Chanco (Chief EM Asia Economist)Emerging Asia

PANTHEON EM ASIA DATA WRAP 10 October 2024

Philippine exports are finally staging a real comeback at the margin

Miguel Chanco (Chief EM Asia Economist)Emerging Asia

PANTHEON EM ASIA DATA WRAP 9 October 2024

No cut, but the sea change in RBI policy is here
Indonesian retail sales growth recovers to a five-month high

Miguel Chanco (Chief EM Asia Economist)Emerging Asia

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Keywords for: Emerging Asia Documents

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