Pantheon Macroeconomics

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23rd Dec 2025 10:34Emerging AsiaWeekly Monitor
  • India’s punchy November IP print is a big head-fake; cooling manufacturing will hit Q4 GDP growth.
  • Thailand’s exports to the US are still soaring, but likely to no real avail for the broader economy…
  • …The overall Q4 numbers to date suggest the economy faces a real risk of a technical recession.

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Keywords for: 5 January 2026 Emerging Asia Monitor

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