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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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

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

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

6 July 2021 Don't Get too Comfortable, Inflation in the Philippines will Resurge

Today's data are likely to show that CPI inflation in the Philippines slipped to 4.2% in June, after remaining stable at 4.5% since March.

Miguel Chanco (Senior Asia Economist)6th 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

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

14 June 2021 Ignore the Headline; The Real Swing in Indian Industry has Yet to Begin

We're right at the end of silly season in India's economic activity data, as the astronomical 134.4% year-over-year spike in industrial production in April is as good as it gets.

Miguel Chanco (Senior Asia Economist)14th 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

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

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

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

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