Pantheon Macroeconomics

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Below is a list of our Emerging Asia Publications for the last 5 months. If you are looking for reports older than 5 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.

trade

EM Asia Datanote: Trade, India, January 2026

  • In one line: Blame another random spike in gold imports; purchases from Russia are tanking.
Miguel Chanco (Chief EM Asia Economist)Emerging Asia

EM Asia Datanote: Trade, Taiwan, January 2026

  • In one line: Export growth surge never seems to stop.
Meekita Gupta (Asia Economist)Emerging Asia

EM Asia Datanote: Customs Trade, Thailand, December 2025

  • In one line: Exports end 2025 with a bang; those to the US continue to defy gravity.
Miguel Chanco (Chief EM Asia Economist)Emerging Asia

EM Asia Datanote: Trade, India, December 2025

  • In one line: Their latest slip aside, exports to the US are seeing some consolidation.
Miguel Chanco (Chief EM Asia Economist)Emerging Asia

EM Asia Datanote: Trade, Taiwan, December 2025

  • In one line: Export growth eases, but Q4 GDP remains on track for a millennia-high.
Meekita Gupta (Asia Economist)Emerging Asia

EM Asia Datanote: Trade, India, November 2025

  • In one line: Historic leap in gold imports in October unwinds dramatically.
Miguel Chanco (Chief EM Asia Economist)Emerging Asia

EM Asia Datanote: Trade, Taiwan, November 2025

  • In one line: Export growth remains eye-wateringly high.
Meekita Gupta (Asia Economist)Emerging Asia

EM Asia Datanote: Trade, India, October 2025

  • In one line: Gold imports are still surging, but real import demand has also gone up a gear.
Miguel Chanco (Chief EM Asia Economist)Emerging Asia

EM Asia Datanote: Trade, Taiwan, October 2025

  • In one line: Export growth continues to shock to the upside.
Meekita Gupta (Asia Economist)Emerging Asia

EM Asia Datanote: Trade, India, September 2025

  • In one line: Blame yet another sudden spike in gold imports, though exports aren’t helping either.
Miguel Chanco (Chief EM Asia Economist)Emerging Asia
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Keywords for: Emerging Asia Documents

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