Pantheon Macroeconomics

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 info@pantheonmacro.com, or contact your account rep

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

pmi

4 Nov 2022 Emerging Asia Monitor Has the RBI's Tightening Cycle Just Come to an Uneventful End

  • The RBI’s extra meeting this week merely finalised its report to the government; we see no more hikes.
  • The BSP’s head has jumped the gun, promising— unnecessarily—to match the Fed’s 75bp rate hike.
  • ASEAN’s soft PMI in October is a sign of things to come, but inflationary pressures are easing.

Miguel Chanco (Chief EM Asia Economist)Emerging Asia

4 Oct 2022 Emerging Asia Monitor ASEAN Factories End Q3 on a High, but the Long-Run Story is Dimming

  • ASEAN’s PMI jumped to an eleven-month high in September, the signs appear good for Q4...
  • ...But the longer-term picture is looking shaky, with orders failing to keep up with an historic stock-build.
  • The fuel-led spike in Indonesian inflation last month was within expectations, showing no instant ripples.

Miguel Chanco (Chief EM Asia Economist)Emerging Asia

27 Sept 2022 Emerging Asia Monitor Fundamentally, the Worst of the Pressure on the Baht Likely is Over

  • Thailand’s customs trade deficit continued to widen sharply in August, due to the slump in exports...
  • ...But shipments should soon stabilise, and the U-turn in surging imports has only just started.
  • The SBV’s unexpected rate hike on Friday was more about exchange rate management than inflation.

Miguel Chanco (Chief EM Asia Economist)Emerging Asia

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

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

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

  Publication Filters

Change View: List   Small Grid  

Filter by Keyword

Filter by Region

Filter by Publication Type

Filter by Date
(6 months only; older publications available on request)

  Quick Tag Filters
Consistently Right
Access Key Enabled Navigation
Keywords for: Emerging Asia Documents

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