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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.
ASEAN manufacturing sees a quiet start to Q4
India’s PMIs start Q4 on a cautiously better note, after the September carnage
A SECOND BOT CUT IN DECEMBER IS TOUCH-AND-GO
A quiet end to Q3 for Indonesian two-way trade
Philippine exports are finally staging a real comeback at the margin
No cut, but the sea change in RBI policy is here
Indonesian retail sales growth recovers to a five-month high
The ongoing run of positive Philippine sales growth is fragile
Base effects from late-2023 utility cuts lead modest headline uptick in Thai inflation
Below-target range inflation effectively guarantees another BSP cut this month
Export-oriented manufacturers in ASEAN hit a speed-bump at the end of Q3
Much more food disinflation ahead in Indonesia
BI SPRINGS A SEP. SURPRISE; 50BP MORE CUTS IN Q4
The moderation in India’s PMIs continues, as they end Q3 on a soft note
Food disinflation pushed down Malaysian inflation in August
Singaporean headline inflation falls in August, despite a pick-up in core
A solid month of August for Indonesian exports, but downside risks linger
Recovery in Singapore's semiconductor exports cushions August headline
Indonesian retail sales growth remains skin-deep
A reassuring start to the third quarter for Philippine trade
Vietnamese exports are regaining momentum, thanks in large part to US demand
We’ve seen enough; downgrading our inflation forecasts for Vietnam
Actual retail sales growth in Vietnam remains in the log single-digit range
The latest slump in Philippine sales is starting to bottom out, just
Philippine inflation falls back dramatically into the BSP’s target range, thanks to food base effects
The return of transportation and communication deflation in Thailand should be short-lived
Soft start for Singaporean retail sales growth in Q3
Indonesia’s PMI is going from bad to worse, hitting the ASEAN headline
Steady headline masks continued food disinflation in Indonesia
BSP PULLS THE TRIGGER ON RATE CUTS
Unsustainable export bounce saves Thai Q2 GDP; domestic demand still lethargic
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