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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.
INDIA’S SLUMP HAS BEEN LONG IN THE MAKING
A solid end to 2024 for India’s PMIs, but let’s wait for the final numbers
WPI food inflation in India has finally turned a corner
A not-so-welcome leap in Indonesia's trade surplus for November
An unexpectedly weak start to Q4 for Indonesian retail sales
The bad—and good—aspects of the Philippines’ widening trade deficit
The RBI takes a halfway-house approach in response to the grim Q3 GDP
Philippine sales fall to their lowest level in over a year
High base from last year’s healthcare price rises pulls Vietnamese inflation down in November
Vietnamese sales growth remains sluggish, in reality
Ignore the headline trade misses, the real story is that Vietnamese export momentum is waning, rapidly
A market-matching CPI reading to set up another BSP cut
Continued food disinflation in Thailand mutes the headline’s November uptick
A narrow and likely short-lived uptick in ASEAN’s PMI for November
Inflation moves closer to the lower bound of BI’s target range; S/T stability coming
EM ASIA IS PARTICULARLY EXPOSED TO ‘TRUMP 2.0’
Thai exports jump to a fresh high on the back of an ASEAN bump
Steady slide in India’s PMIs continues, despite the November pop in services
Broad-based investment comeback drives Thailand’s market-beating Q3 GDP print
An overdue bounce in demand from India moves Indonesia’s export recovery forward
Food prices are still the main headache at the WPI level in India, too
Frustratingly slow recovery in Indonesian retail sales continues
GDP growth in the Philippines plunges to a five-quarter low
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
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
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
Emerging Asia Document Vault, independent macro research, Pantheon Macro, Pantheon Macroeconomics, independent research, ian shepherdson, economic intelligence,