Pantheon Macroeconomics

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27th Jan 2026 10:15Emerging AsiaDaily Monitor
  • Private firms are turning more optimistic about profits, with good reason, but only in certain sectors...
  • ...The AI boom, green energy transition and industrial upgrading are lifting profits for related sectors.
  • But Q4 consumer sentiment remained glum, indicating continued sluggish domestic demand this year.

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Keywords for: 29 January 2026 Emerging Asia Monitor

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