PANTHEON EM ASIA DATA WRAP 5 July 2022

Food prices drive Philippine inflation past the 6% mark

The relaxation of Thailand’s diesel price cap remains the main story

India’s service sector is still soaring

Miguel Chanco (Chief EM Asia Economist)Emerging Asia

PANTHEON EM ASIA DATA WRAP 1 July 2022

A broad-based slowdown in EM ASEAN

India’s manufacturing PMI falls below the 54 mark for the first time this year

Inflation in Indonesia has now breached the target… Over to you, BI

Miguel Chanco (Chief EM Asia Economist)Emerging Asia

PANTHEON EM ASIA DATA WRAP 29 June 2022

Vietnam enjoys a robust, but narrow, improvement in GDP growth in Q2

A poor end to Q2 for consumers

A reassuring close to Q2 for trade, but the quarter on the whole was lacklustre

Food and oil price pressures intensified in June

Miguel Chanco (Chief EM Asia Economist)Emerging Asia

June 2022 - Emerging Asia Chartbook

• Don't Expect A Knee-Jerk Response To FX Falls....India's Punchy Q1 Bounce Will Be Hard To Maintain

Miguel Chanco (Chief EM Asia Economist)Emerging Asia

PANTHEON EM ASIA DATA WRAP 15 June 2022

Indonesia's surplus survives the ban on palm oil exports

Miguel Chanco (Chief EM Asia Economist)Emerging Asia

PANTHEON EM ASIA DATA WRAP 14 June 2022

A reality check, from India's hot WPI print for May

Miguel Chanco (Chief EM Asia Economist)Emerging Asia

PANTHEON EM ASIA DATA WRAP 10 June 2022

Indonesian consumers are in great shape, relatively speaking

Miguel Chanco (Chief EM Asia Economist)Emerging Asia

PANTHEON EM ASIA DATA WRAP 9 June 2022

Spending started Q2 softly, but Philippine sales are finally back to their pre-Covid level

Trade data confirm the half-hearted start to Q2

Miguel Chanco (Chief EM Asia Economist)Emerging Asia

PANTHEON EM ASIA DATA WRAP 8 June 2022

Expect smaller RBI rate hikes from August

Miguel Chanco (Chief EM Asia Economist)Emerging Asia

PANTHEON EM ASIA DATA WRAP 7 June 2022

Food prices drive a further rise in Philippine inflation

Miguel Chanco (Chief EM Asia Economist)Emerging Asia

PANTHEON EM ASIA DATA WRAP 6 June 2022

Utility base effects push Thai inflation over 7%

Miguel Chanco (Chief EM Asia Economist)Emerging Asia

PANTHEON EM ASIA DATA WRAP 01 June 2022

India's manufacturing PMI slips trivially in May

Miguel Chanco (Chief EM Asia Economist)Emerging Asia

PANTHEON EM ASIA DATA WRAP 27 May 2022

A not-so-dire start for Thai exports in Q2

Miguel Chanco (Chief EM Asia Economist)Emerging Asia

May 2022 - Emerging Asia Chartbook

• Monetary Policy Normalisation Is Afoot.....Mostly Better GDP Data From EM Asean.

Miguel Chanco (Chief EM Asia Economist)Emerging Asia

PANTHEON EM ASIA DATA WRAP 17 May 2022

Thailand brushed off Omicron in Q1

This is why the ban on palm oil was an easy decision for Indonesia 

Worrying print, but upstream oil inflation in India probably has peaked

Miguel Chanco (Chief EM Asia Economist)Emerging Asia

PANTHEON EM ASIA DATA WRAP 12 May 2022

A fast start to the year for the Philippines, as consumption returns to the pre-Covid level

A soft landing is possible for Indonesian retail sales growth

Miguel Chanco (Chief EM Asia Economist)Emerging Asia

PANTHEON EM ASIA DATA WRAP 11 May 2022

An OK end to a poor Q1 for Philippine sales

Miguel Chanco (Chief EM Asia Economist)Emerging Asia

PANTHEON EM ASIA DATA WRAP 09 May 2022

Back to regular, pre-Covid programming in Indonesian GDP?

No broad-based VAT price shock to see here

Miguel Chanco (Chief EM Asia Economist)Emerging Asia

PANTHEON EM ASIA DATA WRAP 06 May 2022

The trade hit to Philippine GDP was more painful in Q1

Miguel Chanco (Chief EM Asia Economist)Emerging Asia

PANTHEON EM ASIA DATA WRAP 05 May 2022

ASEAN factories are powering through external headwinds

Disinflation is now the name of the game in Thailand

Inflation in the Philippines should peak this month

Indian services kick off Q2 on a solid note

Miguel Chanco (Chief EM Asia Economist)Emerging Asia