Best viewed on a device with a bigger screen...
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 email@example.com, or contact your account rep
Please use the filters on the right to search for a specific date or topic.
Indian and ASEAN PMIs show that China’s recent lockdowns are not wrecking supply chains...
...Input price increases continue to moderate markedly region-wide, softening to two-year lows.
Core inflation in Indonesia is showing more signs of stability; a BI pivot to 25bp still is on for this month.
Bank Indonesia defied the consensus yesterday, as we expected, enacting its first rate hike, to 3.75%...
...But we’re sticking to our below-consensus view for just one more hike this year; policy is quite tight.
The Board can also rely credibly on sustained fiscal support, with consolidation well ahead of schedule.
Tourism in ASEAN is skyrocketing, and we see no reason to panic over Thailand’s underperformance.
Visitors from China aren’t entirely M.I.A., but their near-absence ultimately will impose a hard ceiling.
We maintain that a pause by the BSP is imminent, despite last week’s continued tightening in policy.
Filter by Keyword
Filter by Region
Filter by Publication Type
Filter by Date
(6 months only; older publications available on request)
Emerging Asia Document Vault, Pantheon Macro, Pantheon Macroeconomics, independent macro research, independent research, ian shepherdson, economic intelligence