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

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

Moorthy Krshnan (Senior Asia Economist)

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

24 July 2024 Emerging Asia Monitor MAS should hold off on loosening despite big drop in June inflation

  • Headline inflation in Singapore fell sharply in June, mainly benefiting from lower COE prices...
  • ...But the stickiness of core inflation should keep the MAS from loosening policy for the rest of 2024.
  • Taiwanese retail sales growth picked up in June, but weak real wage growth is clouding the H2 outlook.

Moorthy Krshnan (Senior Asia Economist)Emerging Asia

22 July 2024 Emerging Asia Malaysian 2024 GDP growth likely to beat government's forecast

  • Malaysia’s advance GDP growth print for Q2 was much stronger than consensus, at 5.8%...
  • ... As construction activity picked up and stronger external demand boosted manufacturing growth.
  • We still see GDP growth in 2024 at 5.2%, higher than the government’s forecast of 4-to -5%.

Moorthy Krshnan (Senior Asia Economist)Emerging Asia

19 July 2024 Emerging Asia Monitor Malaysian export growth to benefit from commodities uplift in H2

  • Malaysian headline export growth slowed in June on weaker re-export and electronics growth…
  • …Adverse base effects dominated the headline damage though, masking a monthly improvement.
  • The electronics recovery and stronger commodities exports should support headline growth in H2.

Moorthy Krshnan (Senior Asia Economist)Emerging Asia

18 July 2024 Emerging Asia Monitor Singaporean export growth to see a more durable recovery in H2

  • Non-oil domestic export growth in Singapore ended H2 on a disappointing note…
  • …As electronics and non-monetary gold exports slumped, even as intermediate goods rose.
  • Electronics exports look unlikely to regain May’s high, but H2 should still see a growth recovery.

Moorthy Krshnan (Senior Asia Economist)Emerging Asia

PANTHEON EM ASIA DATA WRAP 12 July 2024

Improving external demand supports Singapore's consensus-beating Q2 GDP

Moorthy Krshnan (Senior Asia Economist)Emerging Asia

15 July 2024 Emerging Asia Monitor Manufacturing recovery likely still on the cards in Singapore

  • Singapore’s Q2 GDP beat the consensus thanks to the recovery in goods-producing industries...
  • ...Powered by an upswing in manufacturing and robust construction activity.
  • We raise our 2024 GDP growth forecast to 2.7% from 2.4% previously, up from 1.1% in 2023.

Moorthy Krshnan (Senior Asia Economist)Emerging Asia

EM Asia Datanote: Bank Negara Malaysia Decision

  • In one line: Optimistic on growth but increased uncertainty on inflation.

Moorthy Krshnan (Senior Asia Economist)Emerging Asia

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

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