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.

cpi data

PANTHEON EM ASIA DATA WRAP 23 March 2023

Inflation falls in Singapore, raising hopes that it has peaked

Moorthy Krshnan (Senior Asia Economist)Emerging Asia

PANTHEON EM ASIA DATA WRAP 20 March 2023

Malaysia's trade growth jumps in February, but it's mostly from base effects

Moorthy Krshnan (Senior Asia Economist)Emerging Asia

PANTHEON EM ASIA DATA WRAP 17 March 2023

Falling electronics exports are hammering Singaporean export growth

Moorthy Krshnan (Senior Asia Economist)Emerging Asia

PANTHEON EM ASIA DATA WRAP 15 March 2023

Ignore the surplus jump, Indonesian trade continues to wobble

Miguel Chanco (Chief EM Asia Economist)Emerging Asia

PANTHEON EM ASIA DATA WRAP 14 March 2023

Philippine exports go from bad to worse
Upstream core price pressures in India continue to dissipate 

Miguel Chanco (Chief EM Asia Economist)Emerging Asia

EM Asia Datanote: CPI, India, February

  • In one line: Not enough to take 25bp off the table in April.

Miguel Chanco (Chief EM Asia Economist)Emerging Asia

PANTHEON EM ASIA DATA WRAP 8 March 2023

A poor start to the year for Indonesian retail sales
The January pop in Philippine sales growth is only half the story

Miguel Chanco (Chief EM Asia Economist)Emerging Asia

PANTHEON EM ASIA DATA WRAP 7 March 2023

All the BoT needs to hit the pause button
Paving the way for a BSP pivot to 25bp this month

Miguel Chanco (Chief EM Asia Economist)Emerging Asia

PANTHEON EM ASIA DATA WRAP 2 March 2023

A solid start to 2023 for Thai trade, Lunar New Year effects aside

Miguel Chanco (Chief EM Asia Economist)Emerging Asia

PANTHEON EM ASIA DATA WRAP 1 March 2023

ASEAN manufacturing is regaining momentum, no thanks to the region’s DMs
India’s PMI remains solid, and price pressures still are broadly under control
The surge in Indonesian food inflation should be temporary; core is behaving

Miguel Chanco (Chief EM Asia Economist)Emerging Asia

PANTHEON EM ASIA DATA WRAP 28 February 2023

Ignore the flattering y/y Tet noise in Vietnamese two-way trade
The more credible sales print is a very small win
A beneficial unwinding of Tet noise for February CPI

Miguel Chanco (Chief EM Asia Economist)Emerging Asia

PANTHEON EM ASIA DATA WRAP 9 February 2023

A poor end to 2022 for Indonesian retail sales, but stability is around the corner
The beginnings of the end of the stellar run in Philippine sales growth

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