Pantheon Macroeconomics

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8th Dec 2025 20:54Emerging AsiaDaily Monitor
  • Taiwan’s exports exploded by 56% in November, far above expectations, driven by AI server demand…
  • …We are now upgrading our Q4 GDP growth forecast to 12.0%, the highest this millennium.
  • Philippine sales volumes continue to slump; only so much borrowing and remittances can do.

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Keywords for: 10 December 2025 Emerging Asia Monitor

independent macro research, Pantheon Macro, Pantheon Macroeconomics, independent research, ian shepherdson, economic intelligence