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.
budget
- India’s budget deficit still looks on track to hit this fiscal year’s 6.4% of GDP target, if not to better it...
- ...Underspending, despite this year’s acute burdens, and the post-Covid revenue pop are both helping.
- Remittances in the Philippines are still soaring in peso terms, but 2023 will be a year of slowdown.
Miguel Chanco (Chief EM Asia Economist)Emerging Asia
- We’re sticking to our call for an imminent BSP pause, despite expectations for another 50bp hike...
- ...The peso and FX reserve issue is a distraction; fundamentally, headline inflation is now rolling over.
- A second straight run-of-the-mill 25bp hike by BI this week is likely; we see no need for bigger steps.
Miguel Chanco (Chief EM Asia Economist)Emerging Asia