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.
Export-oriented ASEAN manufacturers continue to underperform
Food inflation in Indonesia finally turns a corner; more of this, please
AN—UNWELCOME—FEELING OF DEJA VU FROM BI
Downward pressure on the Thai baht continues to intensify
Correction in Vietnamese exports bleeds into Q2
Ignore the headline; retail sales growth in Vietnam is still wobbling
Expect a further leg up in Vietnamese inflation in May, the likely peak
Firmer employment cushions a marginal softening in orders and output in India’s April manufacturing PMI
India’s services PMI remains comfortably above 60; thankfully, April saw an easing in price pressures
Singapore's inflation outlook remains challenging, depsite the March drop
Things are suddenly turning up for Indonesian exports
Base effects are masking lacklustre momentum in Philippine trade
8% GROWTH IN INDIA AN UNSUSTAINABLE FACADE
Fundamental pressure on the Thai baht persists
India's manufacturing PMI jumps to a 17-year high, but so what?
The rebuild of inflationary pressures in services is becoming harder to ignore
The early 2024 misery in Indonesian exports continues
Indonesian retail sales growth remains well below average, despite the January bounce
Upstream core inflation in India is still MIA; great
A decent, if quiet, start to the year for Philippine trade
The H2 recovery in Philippine sales is stagnating, at best
Thank the labour market for the six-month high in ASEAN’s PMI
Non-core factors lead a February bounce in Indonesian inflation
Don’t worry about the Tet noise, Vietnam's export recovery remains on track
Reported sales growth continues to tell only a small part of the—weak underlying—story
Noticeable seasonal demand for food and adverse base effects push inflation up to 4%
CHICKENS COME HOME TO ROOST IN THAILAND
Import bounce hits Thailand's Q4 hard, but this is no reflection of healthy domestic demand
Still waiting on Indonesian retail sales to show any real signs of life
Singaporean export growth leaps in Janaury, but any celebration would be premature
Cracks are emerging in the RBI’s unity
Discretionary spending over the holidays boosts Malaysian sales growth in December
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