Pantheon Macroeconomics

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Pantheon Publications

Below is a list of our Publications for the last 6 months. If you are looking for reports older than 6 months please email info@pantheonmacro.com, or contact your account rep.

Please use the filters on the right to search for a specific date or topic.

Moorthy Krshnan (Senior Asia Economist)

12 July 2024 Emerging Asia Monitor Inflation outlook uncertainty keeps the BNM on hold

  • BNM held its policy rate this month, as it waits to see the impact of the diesel-subsidy removal…
  • …A relatively strong growth outlook is providing it with the bandwidth for a continued pause.
  • Malaysian GDP growth likely improved to 4.8% year-over-year in Q2, from 4.2% in Q1.

Moorthy Krshnan (Senior Asia Economist)Emerging Asia

EM Asia Datanote: CPI, Taiwan, June

  • In one line: Faster goods inflation pushes up the headline. 

Moorthy Krshnan (Senior Asia Economist)Emerging Asia

26 June 2024 Emerging Asia Monitor Indirect effects from Malaysia's subsidy removal should be limited

  • Malaysian headline inflation picked up in May due to a sharp rise in the price of streaming services…
  • …It will rise further in June, as the lift from the diesel-subsidy removal shows up in the data.
  • Labour-market tightness also looks set to stoke inflation, changes to administered prices aside.

Moorthy Krshnan (Senior Asia Economist)Emerging Asia

25 June 2024 Emerging Asia Monitor Forget COE premiums and focus on services in Singaporean CPI

  • Headline inflation in Singapore rose in May, as higher COE prices pushed up transport inflation…
  • …But the real story is core inflation staying at 3.1% for a third straight month, due to sticky services.
  • The Taiwanese retail outlook looks weak for now, but the likelihood of stronger wage growth has risen.

Moorthy Krshnan (Senior Asia Economist)Emerging Asia

EM Asia Datanote: Retail Sales, Taiwan, May

  • In one line: Weakness in consumer demand remains, despite improvement in headline.

Moorthy Krshnan (Senior Asia Economist)Emerging Asia

PANTHEON EM ASIA DATA WRAP 24 June 2024

Core inflation in Singapore remains unchanged in May, despite headline rise

Moorthy Krshnan (Senior Asia Economist)Emerging Asia

PANTHEON EM ASIA DATA WRAP 20 June 2024

Export growth surprises to the upside, as electronics roar ahead 

Moorthy Krshnan (Senior Asia Economist)Emerging Asia

21 June 2024 Emerging Asia Monitor Electronics recovery supports Malaysian export growth in May

  • Malaysia’s export growth surprised to the upside in May, thanks to a sharp rise in electronics exports…
  • …This more than compensated for a fall in commodity exports and a drag from re-exports.
  • Adverse base effects aside, electronics exports still has more fuel in the tank for a further recovery.

Moorthy Krshnan (Senior Asia Economist)Emerging Asia

PANTHEON EM ASIA DATA WRAP 18 June 2024

Semiconductor export growth makes an impressive recovery in Singapore

Moorthy Krshnan (Senior Asia Economist)Emerging Asia

19 June 2024 Emerging Asia Monitor A reprieve for Singapore's long-suffering semiconductor sector

  • It’s not often that a growth figure of -0.1% brings joy, but it did in the case of Singapore’s May exports...
  • ...We found much to celebrate, as semiconductor exports are finally showing signs of life.
  • We still expect the recovery in exports to be gradual but now see stronger signs of its likely durability.

Moorthy Krshnan (Senior Asia Economist)Emerging Asia

14 June 2024 Emerging Asia Monitor Too early to declare victory in Taiwan's battle against inflation

  • The CBC made no change to its policy rate yesterday, but raised its RRR by 0.25pp...
  • ...To stymie the flow of credit to the property sector, which has brushed off previous cooling measures.
  • We expect the CBC to stay on hold, but upside risks to inflation might provoke another hike in Q3.

Moorthy Krshnan (Senior Asia Economist)Emerging Asia

12 June 2024 Emerging Asia Monitor Malaysia finally bites the bullet on fuel-subsidy rationalisation

  • We see the recent diesel-subsidy rationalisation in Malaysia as a net negative for retail sales growth...
  • ...The impact on inflation is likely to be stronger, pushing the headline rate above 3% from June.
  • Retail sales growth in Indonesia plunged into the red in April; this year’s Ramadan splurge was limp.

Moorthy Krshnan (Senior Asia Economist)Emerging Asia

EM Asia Datanote: Trade, Taiwan, May

  • In one line: Fret not, the recovery in electronics exports is still in place.

Moorthy Krshnan (Senior Asia Economist)Emerging Asia

EM Asia Datawrap: 5 June 2024

  • In one line: Vehicle sales fail to offset retail weakness in Singapore.

Moorthy Krshnan (Senior Asia Economist)Emerging Asia

EM Asia Datanote: CPI, Taiwan, May

  • In one line: Goods inflation U-turns, while services inflation remains sticky.

Moorthy Krshnan (Senior Asia Economist)Emerging Asia

7 June 2024 Emerging Asia Monitor Stickiness of Taiwanese CPI over 2% raises risk of further tightening

  • Taiwanese headline inflation was above the consensus in May, as goods disinflation U-turned...
  • …Services inflation remained above 2%, on high rental prices and a still-tight labour market.
  • A better growth outlook could spur the CBC to raise rates next week to combat inflation expectations.

Moorthy Krshnan (Senior Asia Economist)Emerging Asia

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