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

Please use the filters on the right to search for a specific date or topic.

September

EM Asia Datanote: Trade, India, September 2025

  • In one line: Blame yet another sudden spike in gold imports, though exports aren’t helping either.
Miguel Chanco (Chief EM Asia Economist)Emerging Asia

EM Asia Datanote: WPI, India, September 2025

  • In one line: Flirting with outright deflation, which looks likely in the next two reports.
Miguel Chanco (Chief EM Asia Economist)Emerging Asia

EM Asia Datanote: CPI, India, September 2025

  • In one line: Food & beverage deflation is back, and will likely deepen this month.
Miguel Chanco (Chief EM Asia Economist)Emerging Asia

PANTHEON EM ASIA DATA WRAP 30 September 2025

Real import demand in the Philippines has had a bleak Q3, so far

Miguel Chanco (Chief EM Asia Economist)Emerging Asia

PANTHEON EM ASIA DATA WRAP 24 September 2025

Thai front-running to the US is now reversing

Miguel Chanco (Chief EM Asia Economist)Emerging Asia

PANTHEON EM ASIA DATA WRAP 23 September 2025

A soft-ish end to Q3, but Indian momentum is still largely improving

Miguel Chanco (Chief EM Asia Economist)Emerging Asia

EM Asia Datanote: Bank Indonesia Decision, September 2025

  • In one line: Third time (un)lucky.
Miguel Chanco (Chief EM Asia Economist)Emerging Asia

PANTHEON EM ASIA DATA WRAP 11 September 2025

A robust start to Q3 for Indonesian retail sales

Miguel Chanco (Chief EM Asia Economist)Emerging Asia

PANTHEON EM ASIA DATA WRAP 9 September 2025

A quiet start to Q3, but Philippine sales are still sliding

Miguel Chanco (Chief EM Asia Economist)Emerging Asia

PANTHEON EM ASIA DATA WRAP 5 September 2025

Philippine inflation has finally bottomed out

Miguel Chanco (Chief EM Asia Economist)Emerging Asia

PANTHEON EM ASIA DATA WRAP 3 September 2025

A more confident uptick in ASEAN manufacturing, with tariff clouds receding

Miguel Chanco (Chief EM Asia Economist)Emerging Asia

PANTHEON EM ASIA DATA WRAP 1 September 2025

Still-robust export growth is driving Indonesia’s trade surplus to its highest in years
Surprisingly soft CPI numbers all around for August

Miguel Chanco (Chief EM Asia Economist)Emerging Asia
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Emerging Asia Document Vault, independent macro research, Pantheon Macro, Pantheon Macroeconomics, independent research, ian shepherdson, economic intelligence,