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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inventories

22 Nov 2022 Emerging Asia Monitor Inventories Won't be Able to Carry Thai GDP Growth for Much Longer

  • GDP growth in Thailand jumped to 4.5% in Q3, from 2.5% in Q2, on the back of a sturdier quarterly gain...
  • ...But involuntary restocking was again the biggest driver; excess inventories will be an issue for 2023.
  • The revival in tourism is on track, but it’s a cushion— at best—while consumption will soon wane faster.

Miguel Chanco (Chief EM Asia Economist)Emerging Asia

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Emerging Asia Document Vault, Pantheon Macro, Pantheon Macroeconomics, independent macro research, independent research, ian shepherdson, economic intelligence