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

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

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23 Sept 2022 Emerging Asia Monitor Bank Indonesia's Surprise 50bp Salvo is a One-Off, by Definition

  • 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

14 Sept 2022 Emerging Asia Monitor The August Inflation Rebound is No Cereal Killer for Smaller RBI Hikes

  • 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

6 Sept 2022 Emerging Asia Monitor Indonesia Aside, the Inflation News in ASEAN is Generally Reassuring

  • 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

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