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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manufacturing

7 Sept 2022 Emerging Asia Monitor Here Comes the Turn in Philippine Inflation... All Eyes on the BSP

  • Inflation in the Philippines slowed unexpectedly in August, with non-core headaches finally easing.
  • We continue to expect a BSP pause this month, but the peso’s demise—in its eyes—is a risk factor.
  • India’s PMI numbers for August offer much-needed reassurance on both the growth and inflation.

Miguel Chanco (Chief EM Asia Economist)Emerging Asia

31 Aug 2022 Emerging Asia Monitor Vietnam's Q3 is Turning Out to be Meh, Base Effects Notwithstanding

  • Vietnam’s economy is ebbing in the current quarter, with consumption, specifically, disappointing...
  • ...But we still see a consensus-beating 18.0% GDP print for Q3, thanks almost entirely to base effects.
  • Inflation unexpectedly slowed in August, but the uptrend is far from over; a Q4 hike remains likely.

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