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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.

Reserve Bank of India

EM Asia Datanote: Trade, India, March

  • In one line: Little real good news from the smallest deficit in nearly a year.

Miguel Chanco (Chief EM Asia Economist)Emerging Asia

EM Asia Datanote: WPI, India, March

  • In one line: A simultaneous easing in manufactured products and fuel & power deflation.

Miguel Chanco (Chief EM Asia Economist)Emerging Asia

EM Asia Datanote: March CPI & February IP, India

  • In one line: LPG price cut pulls inflation down below 5% for the first time since October; don’t be fooled by the jolt in IP growth.

Miguel Chanco (Chief EM Asia Economist)Emerging Asia

EM Asia Datanote: Bank of Thailand Decision

  • In one line: Independence sufficiently proven, prep for a June cut.

Miguel Chanco (Chief EM Asia Economist)Emerging Asia

EM Asia Datanote: Core Production, India, February

  • In one line: A y/y bounce inflated by base effects, but trends at the margin are finally turning.

Miguel Chanco (Chief EM Asia Economist)Emerging Asia

EM Asia Datanote: Central Bank of the Republic of China (Taiwan) Decision

  • In one line: Anticipated hike to electricity tariffs spooks the CBC into a surprise hike.

Moorthy Krshnan (Senior Asia Economist)Emerging Asia

EM Asia Datanote: Bank Indonesia Decision

  • In one line: Still waiting for the first of a couple green lights.

Miguel Chanco (Chief EM Asia Economist)Emerging Asia

EM Asia Datanote: Trade, India, February

  • In one line: A one-off, or is the lumpy slide in non-oil imports finally over?

Miguel Chanco (Chief EM Asia Economist)Emerging Asia

EM Asia Datanote: February CPI & January IP, India

  • In one line: Delaying our first RBI rate cut call to August; industry is floundering, forget the H2 2023 ’strength’ in GDP.

Miguel Chanco (Chief EM Asia Economist)Emerging Asia

EM Asia Datanote: Bank Negara Malaysia Decision

  • In one line: Ringgit weakness worries BNM, but its opting for non-rate measures.

Moorthy Krshnan (Senior Asia Economist)Emerging Asia

EM Asia Datanote: Q4 GDP and January Core Production, India

  • In one line: We repeat; forget the discrepancy-inflated headline, India’s main engine is still stuttering.

Miguel Chanco (Chief EM Asia Economist)Emerging Asia

EM Asia Datanote: WPI, India, January

  • In one line: The easing in upstream core deflation has come to a halt.

Miguel Chanco (Chief EM Asia Economist)Emerging Asia

EM Asia Datanote: January CPI & December IP, India

  • In one line: Still waiting on the onion price correction to show in CPI; the trend in IP growth is clearly one of moderation.

Miguel Chanco (Chief EM Asia Economist)Emerging Asia

EM Asia Datanote: Bank Negara Malaysia Decision

  • In one line: Banking on the recovery in the electrical and electronics sector.

Moorthy Krshnan (Senior Asia Economist)Emerging Asia

EM Asia Datanote: Bank of Indonesia Decision

  • In one line: No cuts until inflation is comfortably below target; that is, in Q2.

Miguel Chanco (Chief EM Asia Economist)Emerging Asia

EM Asia Datanote: Trade, India, December

  • In one line: Can’t rely on favourable oil price effects going forward.

Miguel Chanco (Chief EM Asia Economist)Emerging Asia

EM Asia Datanote: December CPI & November IP, India

  • In one line: The CPI report has yet to pick-up the correction in onion prices; don’t panic over the Diwali-related crash in IP growth.

Miguel Chanco (Chief EM Asia Economist)Emerging Asia

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Keywords for: Emerging Asia Documents

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