EM Asia Datanote: Industrial Production, India, October 2025

• In one line: Made to look much worse by Diwali distortions.

EM Asia Datanote: GDP, India, Q3 2025

• In one line: Not worth the paper it’s printed on.

EM Asia Datanote: Core Industries, India, October 2025

• In one line: Poor; residual Diwali noise is only partly to blame.

EM Asia Datanote: GDP, Taiwan, Q3 2025

• In one line: Softer, but still beating expectations.

EM Asia Datanote: Core Production, India, September 2025

• In one line: A minor setback; positive momentum still rebuilding.

EM Asia Datanote: Retail Sales, Thailand, July

• In one line: A collapse long in the making; still some way to go before growth falls back down to earth.

EM Asia Datanote: Industrial Production, India, August

• In one line: A consumer-led dip, but durables growth is probably bottoming-out.

EM Asia Datanote: Core IP, India, August

• In one line: Driven almost exclusively by a V-shaped bounce in coal output.

EM Asia Datanote: GDP, India, Q2

• In one line: Flattered hugely by discrepancies, but some reassuring details nonetheless.

EM Asia Datanote: Industrial Production, India, July

• In one line: Recovering to a four-month high, with some help from base effects.

EM Asia Datanote: Core IP, India, July

• In one line: A reassuring and much-needed turn in overall momentum and, especially, in electricity production.

PANTHEON EM ASIA DATA WRAP 30 July 2025

Philippine trade was flattered hugely by base effects in June

EM Asia Datanote: Industrial Production, India, June

• In one line: A ten-month low, as consumer sectors continue to broadly weaken.

PANTHEON EM ASIA DATA WRAP 24 July 2025

PMIs indicate a decent start to Q3 for India’s economy
US front-loading in Thailand is still going strong

EM Asia Datanote: Core Industries, India, June

• In one line: A skin-deep reprieve, if at all, from waning underlying momentum.

PANTHEON EM ASIA DATA WRAP 9 July 2025

Indonesian sales remain tepid, at best… stimulus ‘pop’ looking small

PANTHEON EM ASIA DATA WRAP 8 July 2025

Philippine sales are now effectively flat-lining

PANTHEON EM ASIA DATA WRAP 7 July 2025

A few more months of modest Thai deflation on the cards

PANTHEON EM ASIA DATA WRAP 4 July 2025

Philippine inflation still comfortably below the BSP’s range

PANTHEON EM ASIA DATA WRAP 1 July 2025

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