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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
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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
A bump in the road for the uptrend in real Philippine import demand
THE RBI—RIGHTLY—ISN’T BUYING THIS ‘RECOVERY’
A strong finish to India’s Q2, if June's flash PMIs hold
Export front-running in Thai exports is still going strong
March pop in Indonesian sales evaporates completely, as expected
The RBI front-loads most of this year’s remaining cuts
Front-loading of Vietnamese exports to the US continues apace
Latest electricity-price hike nudges Vietnamese inflation up a touch
Vietnamese retail sales are having a torrid Q2
The resurgence in Philippine sales is topping out
A bounce of sorts, but ASEAN manufacturing is still shaky
A partially welcome collapse in Indonesia’s trade surplus
Near-zero inflation is once again around the corner
The April collapse in Philippine imports in context
Indian services push the Q2 recovery forward in May
Pre-“Liberation Day” anxieties were there for all to see in Thailand’s Q1
Don’t panic about the continued ballooning of India’s trade deficit
A larger-than-expected Ramadan bump in Indonesian sales that isn’t expected to last
Huge bounce in Philippine imports masks a broad-based Q1 improvement
An overdue—and big—m/m correction in Philippine sales to close Q1
Front-loading of Vietnamese exports to the US looks to have hit a ceiling
A quiet start to Q2 for retail sales in Vietnam, following a robust Q1
Lots of moving parts, but April saw no change to Vietnamese inflation
Below-target-range inflation in the Philippines looks set to persist until year-end
This bout of Thai deflation should be short and shallow
Indonesia’s electricity discounts are now well and truly a thing of the past
Underneath the surface; a weak close to a robust Q1 for Philippine trade
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