Pantheon Macroeconomics

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Below is a list of our Emerging Asia 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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EM Asia Datanote: Trade, India, April

  • In one line: The deficit miss isn’t that bad, seasonal effects aside; don’t put too much stock into the jump in imports.

Miguel Chanco (Chief EM Asia Economist)Emerging Asia

PANTHEON EM ASIA DATA WRAP 15 May 2024

A poorer start to Q2 for Indonesian trade than suggested by the already-soft headlines

Miguel Chanco (Chief EM Asia Economist)Emerging Asia

16 May 2024 Emerging Asia Monitor Indonesian export growth returns, not with a bang but a whimper

  • Indonesian export growth rose back up above zero in April for the first time in 11 months, to 1.7%…
  • …But this was mostly thanks to favourable technicalities; exports are still broadly stagnating.
  • A durable return to positive growth should ensue in H2, in large part due to commodity prices.

Miguel Chanco (Chief EM Asia Economist)Emerging Asia

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Emerging Asia Document Vault, independent macro research, Pantheon Macro, Pantheon Macroeconomics, independent research, ian shepherdson, economic intelligence,