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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surveys

7 Oct 2022 Emerging Asia Monitor The RBI's Latest Surveys Give More Reassurance than Warning Signs

  • Inflation expectations in India remain high, but stable, despite multiple pressures this year.
  • The mismatch between demand and supply is closing; further disinflation still lies ahead.
  • The PMIs for Q3 show a clear softening in activity; don’t bother with their rosy year-over-year signal.

Miguel Chanco (Chief EM Asia Economist)Emerging Asia

9 Sept 2022 Emerging Asia Monitor Don't Count on Filipinos Spending More as Soon as Inflation Cools

  • Short-term trends in the Philippines’ volume of net sales index continued to deteriorate in July...
  • ...The inflation squeeze on households will peak this quarter, but so too should the lift from remittances.
  • Unemployment is nearing the pre-Covid level, but participation rates are also extremely elevated.

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