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.

September

EM Asia Datanote: Industrial Production, India, September

  • In one line: A broad-based moderation, as favourable base effects reverse partially.

Miguel Chanco (Chief EM Asia Economist)Emerging Asia

EM Asia Datanote: WPI, India, September

  • In one line: Upstream core deflation is clearly bottoming out.

Miguel Chanco (Chief EM Asia Economist)Emerging Asia

EM Asia Datanote: Trade, India, September

  • In one line: An unwelcome sharp consolidation of the deficit.

Miguel Chanco (Chief EM Asia Economist)Emerging Asia

EM Asia Datanote: September CPI & August IP, India

  • In one line: A quick return back to the RBI’s target range, in the grand scheme of things.

Miguel Chanco (Chief EM Asia Economist)Emerging Asia

PANTHEON EM ASIA DATA WRAP 29 September 2023

Industry was the lone hero in Q3, but it got a bit boost from base effects
Retail sales growth is finally starting to stabilise
Exports have turned a real corner
Non-core inflationary pressures are rebuilding

Miguel Chanco (Chief EM Asia Economist)Emerging Asia

PANTHEON EM ASIA DATA WRAP 15 September 2023

Ignore the consensus-beating surplus, Indonesian trade was poor in August

Miguel Chanco (Chief EM Asia Economist)Emerging Asia

PANTHEON EM ASIA DATA WRAP 11 September 2023

The underlying sluggishness in Indonesian retail sales is coming to the fore
Malaysian retail sales in July likely benefited from a summer holiday tourist boost

Miguel Chanco (Chief EM Asia Economist)Emerging Asia

PANTHEON EM ASIA DATA WRAP 5 September 2023

The moderation in ASEAN manufacturing remains in play
The see-sawing in India’s elevated services PMI continued in August
Surprise uptick in vehicle sales growth hides continuing weakness in Singaporean demand
Outright deflation in Thailand is looming
Food inflation rears its ugly head again in the Philippines

Miguel Chanco (Chief EM Asia Economist)Emerging Asia

PANTHEON EM ASIA DATA WRAP 1 September 2023

India’s manufacturing PMI continues to soar
The end of food disinflation in Indonesia, but core still has further to fall

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