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)

19 August 2024 Emerging Asia Monitor Exports are likely to benefit Singaporean manufacturing in Q3

  • Growth in Singapore’s non-oil domestic exports surprised to the upside in July.
  • It was supported by a pickup in electronics exports, friendly base effects and non-monetary gold.
  • Reversal in August is likely but the overall trajector y for exports will probably stay positive in Q3.

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

5 August 2024 Emerging Asia Property price growth to remain elevated in Singapore till 2026

  • SG property prices remain high despite multiple rounds of cooling measures from the government...
  • ... As market supply is still suffering from pandemic-era shortages and robust demand.
  • The risk of additional measures remains elevated since price growth is likely to remain strong.

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

1 August 2024 Emerging Asia Monitor Demand for cutting-edge chips drives investment boom in Taiwan

  • Q2 GDP growth in Taiwan surprised to the upside, coming in at 5.1%, after 6.6% in Q1...
  • ...Benefiting from higher external demand for AI-related manufacturing and investment.
  • We now expect stronger 2024 GDP growth, at 4.1%, compared to 3.7% previously.

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

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Keywords for: Publications

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