Pantheon Macroeconomics

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 info@pantheonmacro.com, or contact your account rep

Please use the filters on the right to search for a specific date or topic.

exports

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

26 July 2021 Don't Expect Merchandise Trade to Give Thailand a Big Cushion in Q3

Export growth in Thailand surprised to the upside in June, but trade won't give as much support in Q3. The BoT's worries over Delta aren't backed by the mobility data, though...

Miguel Chanco (Senior Asia Economist)26th 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

5 July 2021 ASEAN's Manufacturing Recovery is Fraying... Covid isn't All to Blame

Manufacturing in ASEAN hit a brick wall in June. The Markit PMI for the region fell sharply to 49.0, from 51.8 in May, marking the weakest print in eight months.

Miguel Chanco (Senior Asia Economist)5th 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

28 June 2021 Watch Out BSP... Inflation Probably Will Rear its Ugly Head Again

The Monetary Board of the Bangko Sentral ng Pilipinas remained on the sidelines last week, leaving its overnight reverse repurchase rate unchanged at 2.00%, as widely expected.

Miguel Chanco (Senior Asia Economist)28th 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

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

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

17 May 2021 Demand in Vietnam will Face a 4th Virus Hit, but the Recovery is Safe

Demand in Vietnam will Face a 4th Virus Hit, but the Recovery is Safe

Miguel Chanco (Senior Asia Economist)17th 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

10 May 2021 The Impact of the Second Wave in the Philippines will Only Show in Q2

The Impact of the Second Wave in the Philippines will Only Show in Q2

Josh Evans10th 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

  Publication Filters

Change View: List   Small Grid  

Filter by Keyword

Filter by Publication Type

Filter by Author

Global Publications Only

Filter by Date

  Quick Tag Filters

Consistently Right

Access Key Enabled Navigation

Keywords for: Emerging Asia Documents

Emerging Asia Document Vault,