Pantheon Publications

Global Datanote: Central Bank of the Republic of China (Taiwan) Decision

• In one line: Heating housing market concerns continue to haunt the CBC.

Moorthy Krshnan (Senior Asia Economist)Global

EM Asia Datanote: Central Bank of the Republic of China (Taiwan) Decision

• In one line: Heating housing market concerns continue to haunt the CBC.

Moorthy Krshnan (Senior Asia Economist)Emerging Asia

PANTHEON EM ASIA DATA WRAP 19 September 2024

Falling trade balance hides pick-up in Malaysian export momentum

Moorthy Krshnan (Senior Asia Economist)Emerging Asia

EM Asia Datanote: Trade Balance, Taiwan, August

• In one line: One trick, AI pony continues to support trade.

Moorthy Krshnan (Senior Asia Economist)Emerging Asia

PANTHEON EM ASIA DATA WRAP 9 September 2024

Slow start to Q3 for Malaysian retail sales growth

Moorthy Krshnan (Senior Asia Economist)Emerging Asia

EM Asia Datanote: CPI, Taiwan, August

• In one line: Sticky housing inflation keeps headline elevated.

Moorthy Krshnan (Senior Asia Economist)Emerging Asia

Global Datanote: Bank Negara Malaysia Decision

In one line: Decisively less hawkish on inflation.

Moorthy Krshnan (Senior Asia Economist)Global

EM Asia Datanote: Bank Negara Malaysia Decision

• In one line: Decisively less hawkish on inflation.

Moorthy Krshnan (Senior Asia Economist)Emerging Asia

EM Asia Datanote: Retail Sales, Taiwan, July

• In one line: Slow start to Taiwanese retail spending growth in Q3. 

Moorthy Krshnan (Senior Asia Economist)Emerging Asia

PANTHEON EM ASIA DATA WRAP 23 August 2024

Cooling of Singaporean services inflation prone to reversal

Moorthy Krshnan (Senior Asia Economist)Emerging Asia

PANTHEON EM ASIA DATA WRAP 22 August 2024

Malaysian inflation stabilises at 2.0% in July

Moorthy Krshnan (Senior Asia Economist)Emerging Asia

EM Asia Datanote: Trade Balance, Malaysia, July

• In one line: Surplus more than halves, but little reason for concern.

Moorthy Krshnan (Senior Asia Economist)Emerging Asia

PANTHEON EM ASIA DATA WRAP 16 August 2024

Strong start to Q3 for Singaporean exports

Moorthy Krshnan (Senior Asia Economist)Emerging Asia

EM Asia Datanote: Trade Balance, Taiwan, July

• In one line: Two-tier recovery in exports continues.

Moorthy Krshnan (Senior Asia Economist)Emerging Asia

EM Asia Datanote: CPI, Taiwan, July

• In one line: Imported inflation puts pressure on commodity inflation.

Moorthy Krshnan (Senior Asia Economist)Emerging Asia

EM Asia Datanote: GDP, Taiwan, Q2

• In one line: Export-led manufacturing recovery powers investment growth.

Moorthy Krshnan (Senior Asia Economist)Emerging Asia

EM Asia Datanote: Retail Sales, Taiwan, June

• In one line: Stronger real wage growth supports pick up in June retail sales.

Moorthy Krshnan (Senior Asia Economist)Emerging Asia

PANTHEON EM ASIA DATA WRAP 23 July 2024

Singaporean core inflation drops below 3.0%

Moorthy Krshnan (Senior Asia Economist)Emerging Asia

PANTHEON EM ASIA DATA WRAP 19 July 2024

Malaysia's economy fired on all cylinders in Q2

Moorthy Krshnan (Senior Asia Economist)Emerging Asia

PANTHEON EM ASIA DATA WRAP 18 July 2024

Base effects dominate Malaysian trade figures in June

Moorthy Krshnan (Senior Asia Economist)Emerging Asia