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.

Q2 GDP and July Core Production

EM Asia Datanote: Core IP, India, August

  • In one line: A 3.5-year low; base effects were the main culprit, but momentum is vanishing.

Miguel Chanco (Chief EM Asia Economist)Emerging Asia

EM Asia Datanote: August CPI & July IP, India

  • In one line: The improvement in food inflation is real; IP is losing steam, with support from consumer industries fading quickly.

Miguel Chanco (Chief EM Asia Economist)Emerging Asia

EM Asia Datanote: Q2 GDP and July Core Production, India

  • In one line: Unwinding of discrepancy boost in Q2 hides early signs of a revival in consumption.

Miguel Chanco (Chief EM Asia Economist)Emerging Asia

EM Asia Datanote: Retail Sales, Taiwan, July

  • In one line: Slow start to Taiwanese retail spending growth in Q3. 

Moorthy Krshnan (Senior Asia Economist)Emerging Asia

EM Asia Datanote: Trade Balance, Malaysia, July

  • In one line: Surplus more than halves, but little reason for concern.

Moorthy Krshnan (Senior Asia Economist)Emerging Asia

EM Asia Datanote: CPI, Taiwan, July

  • In one line: Imported inflation puts pressure on commodity inflation.

Moorthy Krshnan (Senior Asia Economist)Emerging Asia

EM Asia Datanote: GDP, Taiwan, Q2

  • In one line: Export-led manufacturing recovery powers investment growth.

Moorthy Krshnan (Senior Asia Economist)Emerging Asia

PANTHEON EM ASIA DATA WRAP 26 July 2024

A big bounce in net goods trade will help Thailand's Q2 GDP

Miguel Chanco (Chief EM Asia Economist)Emerging Asia

PANTHEON EM ASIA DATA WRAP 15 July 2024

June slip in Indonesian export growth should be short-lived

Miguel Chanco (Chief EM Asia Economist)Emerging Asia

PANTHEON EM ASIA DATA WRAP 12 July 2024

Improving external demand supports Singapore's consensus-beating Q2 GDP

Moorthy Krshnan (Senior Asia Economist)Emerging Asia

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Keywords for: Emerging Asia Documents

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