Pantheon Macroeconomics

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13th Jan 2026 10:30Emerging AsiaDaily Monitor
  • Conservatives within Vietnam’s ruling party look to be reasserting themselves ahead of the Congress…
  • …The big U-turn on the annual credit quota suggests to us that 2026 will see one rate hike.
  • Thailand’s opposition PP looks poised to win in February, but acute political uncertainty will linger.

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Keywords for: 15 January 2026 Emerging Asia Monitor

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