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, or contact your account rep

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domestic demand

28 July 2021 The SBV's Commitment Not to Devalue will be Easy to Keep

The risk of a trade spat between Vietnam and the U.S. has fallen further, following a deal on the dong... ...Which was built on goodwill and strategic aims, as Vietnam still...

Miguel Chanco (Senior Asia Economist)28th Jul 2021 00:10Emerging Asia

20 July 2021 Delta Arrives in the Philippines, but it Likely Won't Hurt Growth Until Q4

The Philippines has yet to be caught up by the wave of Covid-19 sweeping through ASEAN, as we noted in yesterday's Monitor.

Miguel Chanco (Senior Asia Economist)20th Jul 2021 00:10Emerging Asia

19 July 2021 Record Covid Rates Aren't a Death Knell for Most EM Asia Recoveries

The Covid-19 situation in Emerging Asia appears to be getting worse from one day to the next, with large parts of ASEAN suffering their worst outbreaks to date. In particular, the...

Miguel Chanco (Senior Asia Economist)19th Jul 2021 00:10Emerging Asia

13 July 2021 Trade Growth in Indonesia has Peaked, but Expect a Stable Surplus

Indonesia's trade data for June, due on Thursday, probably will show that the surplus narrowed to about $2,000M, from $2,361M in May.

Miguel Chanco (Senior Asia Economist)13th Jul 2021 00:10Emerging Asia

10 June 2021 The Philippines Won the Covid Battle--Not the War--in Q2

The Philippine economy looks miraculously to have survived the second wave of Covid-19 without any major scars. 

Miguel Chanco (Senior Asia Economist)10th Jun 2021 00:10Emerging Asia

4 June 2021 Don't Take any Solace from the Modest Fall in India's PMIs

India's PMIs finally are starting to reflect the economic damage caused by the second virus wave and the local lockdowns imposed to control it.

Miguel Chanco (Senior Asia Economist)4th Jun 2021 00:10Emerging Asia

3 June 2021 Vietnam's Q2 Growth Spike Still is Intact, Thanks to Industry

The upswing in GDP growth in Vietnam looks poised to remain on track in the current quarter, despite the headwinds posed by its largest Covid wavelet.

Miguel Chanco (Senior Asia Economist)3rd Jun 2021 00:10Emerging Asia

2 June 2021 Don't Relax; India's Q2 will Hurt and the H2 Bounce won't be Emphatic

India's GDP report for the first quarter surprised to the upside, firming up to 1.6% year-over-year, from 0.4% in Q4.

Miguel Chanco (Senior Asia Economist)2nd Jun 2021 00:10Emerging Asia

12 May 2021 The Philippines has Bigger Fish to Fry than the Q1 Trade Hit to GDP

The Philippines has Bigger Fish to Fry than the Q1 Trade Hit to GDP

Miguel Chanco (Senior Asia Economist)12th May 2021 00:10Emerging Asia

1 Mar 2021 Hold Your Horses, India's Recession Ended in Q4 by the Skin of its Teeth

1 Mar 2021 Hold Your Horses, India's Recession Ended in Q4 by the Skin of its Teeth

Miguel Chanco (Senior Asia Economist)1st Mar 2021 00:10Emerging Asia

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