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.
government
- Bank Indonesia surprised markets yesterday, hiking its benchmark rate by 50bp, to 4.25%...
- ...But we see no appetite for this to be the norm; BI easily would ditch the focus on core, if convenient.
- The BSP’s ongoing worries over inflation make no sense, given the global trends in oil and food prices.
Miguel Chanco (Chief EM Asia Economist)Emerging Asia
- CPI inflation in India surprised slightly to the upside in August, refuelling calls for a 50bp rate hike...
- ...But we’re sticking to our 25bp call; the jump in food inflation likely is a one-off, and core is steady.
- The July crash in industrial growth was more than a base effect story, as output clearly is stagnating.
Miguel Chanco (Chief EM Asia Economist)Emerging Asia
- Indonesia’s fuel price hikes, à la 2014 in size, likely will mean a front-loading of BI’s tightening cycle.
- Inflation in Thailand hit a new multi-year high in August, but prolonged and rapid disinflation is nigh.
- The price sub-indices of the ASEAN-wide PMI continue to show that the worst of the crisis is over.
Miguel Chanco (Chief EM Asia Economist)Emerging Asia
