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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unemployment rate

28 July 2021 The SBV's Commitment Not to Devalue will be Easy to Keep

The risk of a trade spat between Vietnam and the U.S. has fallen further, following a deal on the dong... ...Which was built on goodwill and strategic aims, as Vietnam still...

Miguel Chanco (Senior Asia Economist)28th Jul 2021 00:10Emerging Asia

13 July 2021 Trade Growth in Indonesia has Peaked, but Expect a Stable Surplus

Indonesia's trade data for June, due on Thursday, probably will show that the surplus narrowed to about $2,000M, from $2,361M in May.

Miguel Chanco (Senior Asia Economist)13th Jul 2021 00:10Emerging Asia

6 July 2021 Don't Get too Comfortable, Inflation in the Philippines will Resurge

Today's data are likely to show that CPI inflation in the Philippines slipped to 4.2% in June, after remaining stable at 4.5% since March.

Miguel Chanco (Senior Asia Economist)6th Jul 2021 00:10Emerging Asia

5 July 2021 ASEAN's Manufacturing Recovery is Fraying... Covid isn't All to Blame

Manufacturing in ASEAN hit a brick wall in June. The Markit PMI for the region fell sharply to 49.0, from 51.8 in May, marking the weakest print in eight months.

Miguel Chanco (Senior Asia Economist)5th Jul 2021 00:10Emerging Asia

10 June 2021 The Philippines Won the Covid Battle--Not the War--in Q2

The Philippine economy looks miraculously to have survived the second wave of Covid-19 without any major scars. 

Miguel Chanco (Senior Asia Economist)10th Jun 2021 00:10Emerging Asia

4 June 2021 Don't Take any Solace from the Modest Fall in India's PMIs

India's PMIs finally are starting to reflect the economic damage caused by the second virus wave and the local lockdowns imposed to control it.

Miguel Chanco (Senior Asia Economist)4th Jun 2021 00:10Emerging Asia

3 June 2021 Vietnam's Q2 Growth Spike Still is Intact, Thanks to Industry

The upswing in GDP growth in Vietnam looks poised to remain on track in the current quarter, despite the headwinds posed by its largest Covid wavelet.

Miguel Chanco (Senior Asia Economist)3rd Jun 2021 00:10Emerging Asia

2 June 2021 Don't Relax; India's Q2 will Hurt and the H2 Bounce won't be Emphatic

India's GDP report for the first quarter surprised to the upside, firming up to 1.6% year-over-year, from 0.4% in Q4.

Miguel Chanco (Senior Asia Economist)2nd Jun 2021 00:10Emerging Asia

26 May 2021 Below-Target Inflation is Yet Another Reason Why BI will Remain on Hold

Below-Target Inflation is Yet Another Reason Why BI will Remain on Hold

Miguel Chanco (Senior Asia Economist)26th May 2021 00:10Emerging Asia

6 May 2021 If Q1 is as Bad as it Gets in 2021 for Indonesia, then BI can Rest Easy

If Q1 is as Bad as it Gets in 2021 for Indonesia, then BI can Rest Easy

Miguel Chanco (Senior Asia Economist)6th May 2021 00:10Emerging Asia

21 Apr 2021 Ignore Bank Indonesia's Latest Downgrade, the Recovery is Intact

ank Indonesia's already modest 2021 forecast was cut further, setting up a prolonged pause. Surveys show that the recovery remains on track, despite the Q1 virus damage and...

Miguel Chanco (Senior Asia Economist)21st Apr 2021 00:10Emerging Asia

8 Apr 2021 The RBI's "G-SAP" is More Akin to Housekeeping, than a Prelude to QE

The RBI's "G-SAP" is More Akin to Housekeeping, than a Prelude to QE

Miguel Chanco (Senior Asia Economist)8th Apr 2021 00:10Emerging Asia

PANTHEON EMERGING ASIA DATA WRAP 24.3.21

More painful GDP downgrades from the BoT are likely in its next review.

Miguel Chanco (Senior Asia Economist)24th Mar 2021 16:26Emerging Asia

PANTHEON EMERGING ASIA DATA WRAP 18.3.21

The first of many uneventful Bank Indonesia meetings. Green shoots are visible in Indonesian retail sales... if you squint.

Miguel Chanco (Senior Asia Economist)18th Mar 2021 16:42Emerging Asia

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