Pantheon Macroeconomics

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10th Jul 2025 18:32Emerging AsiaWeekly Monitor

  • Front-loaded exports from EM Asia will start to correct in H2, even if US “reciprocal” tariffs soften.
  • A few economies are much less exposed, though; we note a couple of sector-specific upside risks.
  • Longer term, we maintain that EM Asia exports will have a brighter future, supporting their markets.

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Keywords for: 14 July 2025 Emerging Asia

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