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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.

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Miguel Chanco (Chief EM Asia Economist)

3 June 2024 Emerging Asia Monitor The devil's in the details of India's consensus-beating Q1 GDP print

  • India’s Q1 GDP beat expectations, with growth slowing only modestly to 7.8% from 8.6% in Q4…
  • …But an unsustainable jump in exports was the lone bright spot; domestic demand continues to slow.
  • The slowdown in investment growth is intensifying, while private consumption remains woefully subpar.

Miguel Chanco (Chief EM Asia Economist)Emerging Asia

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