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 firstname.lastname@example.org, or contact your account rep
Please use the filters on the right to search for a specific date or topic.
GDP growth in India likely slowed to 3.4% in Q1, masking stability at the margins after a poor Q4.
We expect capex and trade to drive the quarterly bounce, while consumption stayed mostly firm.
Try not to lose sleep over the collapse in Thailand’s trade balance in April; ASEAN demand is reviving.
GDP growth in Indonesia was unchanged in Q1, at 5%, but quarterly growth slowed markedly.
A big pullback in government spending is to blame; fiscal consolidation is now well ahead of schedule.
The silver lining is that the Q1 dud in exports marks the low, and we see more to come from investment.
Filter by Keyword
Filter by Publication Type
Filter by Author
Global Publications Only
Filter by Date
(6 months only; older publications available on request)
Inflation Growth Labour Market Monetary Policy Fiscal Policy Quantitive Easing Trade Investment Housing Inventories Banks Money Credit Inflation Expectations Asset Prices Industry Services Balance of Payments Saving Profits Companies Central Banks
Emerging Asia Document Vault, Pantheon Macro, Pantheon Macroeconomics, independent macro research, independent research, ian shepherdson, economic intelligence