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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)

EM Asia Datanote: Bangko Sentral ng Pilipinas Decision, August 2025

  • In one line: A less-dovish cut, but expect at least one more before the end of 2025.
Miguel Chanco (Chief EM Asia Economist)Emerging Asia

August 2025- Emerging Asia Chartbook

BI—RIGHTLY—ISN’T BUYING THE ‘STRONG’ Q2 GDP

  • …TAIWAN’S EXPORT OUTPERFORMANCE HAS STAYING POWER
Miguel Chanco (Chief EM Asia Economist)Emerging Asia

29 August 2025 Emerging Asia Monitor BSP hints strongly at end of cuts, but we're not in the "sweet spot" yet

  • The BSP eased policy further yesterday, by 25bp, cutting the TRR rate to 5.00%, as widely expected…
  • …But its rhetoric was much less dovish; Governor Remolona now thinks the rate is in the “sweet spot”.
  • We continue to see one more cut, but this is unlikely to come until December, after the Q3 GDP report.
Miguel Chanco (Chief EM Asia Economist)Emerging Asia
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