Pantheon Macroeconomics
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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
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Philippine inflation still comfortably below the BSP’s range
Post-export-front-loading clouds for ASEAN continue to darken
Indonesian export growth probably will buckle again in Q3
Expect a further rise in Indonesian food inflation in the July report
A bump in the road for the uptrend in real Philippine import demand
THE RBI—RIGHTLY—ISN’T BUYING THIS ‘RECOVERY’
A strong finish to India’s Q2, if June's flash PMIs hold
Export front-running in Thai exports is still going strong
March pop in Indonesian sales evaporates completely, as expected
The RBI front-loads most of this year’s remaining cuts
Front-loading of Vietnamese exports to the US continues apace
Latest electricity-price hike nudges Vietnamese inflation up a touch
Vietnamese retail sales are having a torrid Q2
The resurgence in Philippine sales is topping out
A bounce of sorts, but ASEAN manufacturing is still shaky
A partially welcome collapse in Indonesia’s trade surplus
Near-zero inflation is once again around the corner
The April collapse in Philippine imports in context
Indian services push the Q2 recovery forward in May
Pre-“Liberation Day” anxieties were there for all to see in Thailand’s Q1
Don’t panic about the continued ballooning of India’s trade deficit
Emerging Asia Document Vault, independent macro research, Pantheon Macro, Pantheon Macroeconomics, independent research, ian shepherdson, economic intelligence,