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

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economy

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

12 July 2021 India's Policymakers are Worrying about the Wrong Inflation Drivers

India's CPI report today is likely to show that inflation slipped to 5.9% in June, following the bigger-than-expected surge to 6.3% in May.

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

30 June 2021 Vietnam's Q2 was an Unsurprising Let-Down and as Good as It will Get

Vietnam's GDP report for the second quarter was a disappointment, as we cautioned, with growth improving merely to 6.6% year-over-year, from 4.5% in Q1. 

Miguel Chanco (Senior Asia Economist)30th Jun 2021 00:10Emerging Asia

16 June 2021 All Good Things Must Come to an End... Up Next, Indonesian Exports

Indonesia's trade surplus remained solid in May to the rupiah's content, inching up to a six-month high of $2.4B.

Miguel Chanco (Senior Asia Economist)16th Jun 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

7 June 2021 Did the Reserve Bank of India Just Set the Stage for Normalisation?

The Monetary Policy Committee of the Reserve Bank of India voted unanimously again on Friday to keep the policy repo rate unchanged, at 4.00%.

Miguel Chanco (Senior Asia Economist)7th 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

26 May 2021 Below-Target Inflation is Yet Another Reason Why BI will Remain on Hold

Below-Target Inflation is Yet Another Reason Why BI will Remain on Hold

Miguel Chanco (Senior Asia Economist)26th May 2021 00:10Emerging Asia

18 May 2021 Thailand's Q1 GDP Surprise is Far from Proof that it is Covid Secure

Thailand's Q1 GDP Surprise is Far from Proof that it is Covid Secure

Miguel Chanco (Senior Asia Economist)18th May 2021 00:10Emerging Asia

13 May 2021 Indian Industry is Lifeless, Oil Prices will Limit the Post-Covid Recovery

Indian Industry is Lifeless, Oil Prices will Limit the Post-Covid Recovery

Miguel Chanco (Senior Asia Economist)13th May 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

6 May 2021 If Q1 is as Bad as it Gets in 2021 for Indonesia, then BI can Rest Easy

If Q1 is as Bad as it Gets in 2021 for Indonesia, then BI can Rest Easy

Miguel Chanco (Senior Asia Economist)6th May 2021 00:10Emerging Asia

27 Apr 2021 Don't Rule Out a Partial Reopening of Thailand's Tourism Sector in Q3

Don't Rule Out a Partial Reopening of Thailand's Tourism Sector in Q3

Miguel Chanco (Senior Asia Economist)27th Apr 2021 00:10Emerging Asia

21 Apr 2021 Ignore Bank Indonesia's Latest Downgrade, the Recovery is Intact

ank Indonesia's already modest 2021 forecast was cut further, setting up a prolonged pause. Surveys show that the recovery remains on track, despite the Q1 virus damage and...

Miguel Chanco (Senior Asia Economist)21st Apr 2021 00:10Emerging Asia

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