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Below is a list of our Emerging Asia Publications for the last 5 months. If you are looking for reports older than 5 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.
Reviving food inflation should soon return Thai CPI to the black
GDP growth in Vietnam surprisingly holds steady above 8%
A robust end to the year for Vietnamese exports, but momentum continues to fade
December bump salvages Vietnamese real retail sales in Q4
Rising food inflation in Vietnam cushions what could have been a bigger December deceleration
Encouraging, but Philippine sales are still broadly struggling
Philippine food inflation is finally reviving
The H2 surge in ASEAN manufacturing ends on a soft note
Slump in Indonesian export growth should soon bottom-out
Brace for a Q1 spike in headline inflation in Indonesia
An anticlimactic end for India’s PMIs to 2025
Q3 SHOULD BE THE PEAK IN INDIA’S ABSURD GDP DATA
Upstream food price pressures in India are reviving more noticeably
Malaysian retail sales are pretty static, again.
BSP easing “nearing its end”, but we still see a terminal rate of 4.25%
A clear, but fragile, recovery in Indonesian sales growth
Negative sales readings in the Philippines are imminent, at this rate
RBI not buying 8%-plus growth either, but taking the chance before CPI mean-reverts
Already-low food inflation in the Philippines continues to backslide
Food inflation returns to the black in Thailand
ASEAN’s PMI strengthens to a 38-month high
Indonesian export growth finally comes back down to earth; 2027 should be a bit better
The turn in rising food inflation in Indonesia is here
Ignore the Philippines’ misleading y/y trade headlines
THAI AND PHILIPPINE GROWTH SLOWEST SINCE COVID
Thailand's bigger-than-expected October deficit masks resurgent US exports
Shaping up to be a very anti-climatic Q4 for India
Malaysia’s recent inflation spike could be over
The AI tide is finally lifting Malaysian exports
Destocking largely to blame for Thailand's Q3 GDP miss
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