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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 inflation

EM Asia Datanote: CPI, India, October

  • In one line: Slowing core inflation will make the next few months of headline stubbornness easier to swallow.

Miguel Chanco (Chief EM Asia Economist)Emerging Asia

EM Asia Datanote: September CPI & August IP, India

  • In one line: A quick return back to the RBI’s target range, in the grand scheme of things.

Miguel Chanco (Chief EM Asia Economist)Emerging Asia

EM Asia Datanote: August CPI & July IP, India

  • In one line: The beginning of the end of the tomato price crisis; the consumer catch-up drives the July bounce in IP growth.

Miguel Chanco (Chief EM Asia Economist)Emerging Asia

EM Asia Datanote: CPI, India, May

  • In one line: The tomato price surge wreaks more havoc, but the worst of the headline surge should be over.

Miguel Chanco (Chief EM Asia Economist)Emerging Asia

EM Asia Datanote: May IP & June CPI, India

  • In one line: Industrial momentum still appears to have softened in Q2; the tomato crisis is now showing in headline inflation.

Miguel Chanco (Chief EM Asia Economist)Emerging Asia

EM Asia Datanote: April IP & May CPI, India

  • In one line: Some signs of life in consumer-facing IP; the mean-reversion in food inflation probably is over.

Miguel Chanco (Chief EM Asia Economist)Emerging Asia

1 June 2023 Emerging Asia Monitor If You're Celebrating India's Q1 GDP You Didn't Read the Fine Print

  • GDP growth in India bounced to 6.1% in Q1, from 4.5% in Q4, thanks mainly to a slowdown in imports.
  • The main story is ongoing weakness in consumers; leading indicators continue to look abysmal.
  • The Bank of Thailand’s policy overkill has gone into overdrive; the inflation war was won months ago.

Miguel Chanco (Chief EM Asia Economist)Emerging Asia

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Emerging Asia Document Vault, Pantheon Macro, Pantheon Macroeconomics, independent macro research, independent research, ian shepherdson, economic intelligence