Pantheon Macroeconomics

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Below is a list of our Emerging Asia Publications for the last 5 months. If you are looking for reports older than 5 months please email info@pantheonmacro.com, or contact your account rep

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Emerging Asia Miguel Chanco (Chief EM Asia Economist)

PANTHEON EM ASIA DATA WRAP 1 July 2025

Post-export-front-loading clouds for ASEAN continue to darken
Indonesian export growth probably will buckle again in Q3
Expect a further rise in Indonesian food inflation in the July report

Miguel Chanco (Chief EM Asia Economist)Emerging Asia

2 July 2025 Emerging Asia Monitor Tariff pause has done ASEAN no favours; an extension won't either

  • ASEAN’s manufacturing PMI deteriorated further in June, and all signs point to more near-term falls.
  • Indonesian export growth is in for a rockier H2, in spite of evidence of stabilising demand from China.
  • Consumer sectors were to blame for India’s poor May IP; that’s a double whammy for the economy.
Miguel Chanco (Chief EM Asia Economist)Emerging Asia

EM Asia Datanote: Industrial Production, India, May

  • In one line: Consumer-facing industries are buckling.
Miguel Chanco (Chief EM Asia Economist)Emerging Asia

EM Asia Datanote: Retail Sales, Thailand, April

  • In one line: Headline absurdity continues.
Miguel Chanco (Chief EM Asia Economist)Emerging Asia

1 July 2025 Emerging Asia Monitor Thai consumption remains sluggish, with large headwinds intensifying

  • Retail sales growth in Thailand is still at an absurdly-high double-digit rate; ignoring the rosy headlines…
  • …The monthly consumption index remains weak, and fading confidence points to more downside.
  • Consumption looks set to continue rising, though, as wages recover alongside productivity.
Miguel Chanco (Chief EM Asia Economist)Emerging Asia
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