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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- CPI inflation in India surprised slightly to the upside in August, refuelling calls for a 50bp rate hike...
- ...But we’re sticking to our 25bp call; the jump in food inflation likely is a one-off, and core is steady.
- The July crash in industrial growth was more than a base effect story, as output clearly is stagnating.
Miguel Chanco (Chief EM Asia Economist)Emerging Asia
- Retail Sales momentum in Indonesia has ebbed recently, following this year's big Ramadam binge...
- …An instant hit from the fuel price hike is no surety;
we’ll take our cues from the impact on confidence.
- The misery in Philippine exports is set to continue,
even if demand from China recovers shortly
Miguel Chanco (Chief EM Asia Economist)Emerging Asia