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.

November Miguel Chanco (Chief EM Asia Economist)

EM Asia Datanote: Trade, India, November

  • In one line: Another leap in gold imports drags the deficit to a fresh low.

Miguel Chanco (Chief EM Asia Economist)Emerging Asia

EM Asia Datanote: November CPI & October IP, India

  • In one line: No major surprises; red carpet being relaid for rate cuts.

Miguel Chanco (Chief EM Asia Economist)Emerging Asia

PANTHEON EM ASIA DATA WRAP 26 November 2024

Thai exports jump to a fresh high on the back of an ASEAN bump

Miguel Chanco (Chief EM Asia Economist)Emerging Asia

PANTHEON EM ASIA DATA WRAP 22 November 2024

Steady slide in India’s PMIs continues, despite the November pop in services

Miguel Chanco (Chief EM Asia Economist)Emerging Asia

PANTHEON EM ASIA DATA WRAP 18 November 2024

Broad-based investment comeback drives Thailand’s market-beating Q3 GDP print

Miguel Chanco (Chief EM Asia Economist)Emerging Asia

PANTHEON EM ASIA DATA WRAP 15 November 2024

An overdue bounce in demand from India moves Indonesia’s export recovery forward

Miguel Chanco (Chief EM Asia Economist)Emerging Asia

PANTHEON EM ASIA DATA WRAP 14 November 2024

Food prices are still the main headache at the WPI level in India, too

Miguel Chanco (Chief EM Asia Economist)Emerging Asia

PANTHEON EM ASIA DATA WRAP 12 November 2024

Frustratingly slow recovery in Indonesian retail sales continues

Miguel Chanco (Chief EM Asia Economist)Emerging Asia

PANTHEON EM ASIA DATA WRAP 6 November 2024

Vietnamese exports are once again losing momentum
The softening in ‘official’ retail sales growth in Vietnam is far from over
The impact of Yagi on Vietnamese food inflation continues to be felt
The ghost of the short-lived previous administration pushes Thai inflation up further in October
Philippine sales had a forgetful Q3 at the end of the day; all eyes on tomorrow's GDP release
An abysmal September effectively has written off Q3 for Philippine exports

Miguel Chanco (Chief EM Asia Economist)Emerging Asia

PANTHEON EM ASIA DATA WRAP 5 November 2024

Inventories spike keeps Indonesian GDP growth from slowing more sharply in Q3
Inflation in the Philippines should stabilise near the lower end of the BSP’s range

Miguel Chanco (Chief EM Asia Economist)Emerging Asia

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