Pantheon Macroeconomics
Best viewed on a device with a bigger screen...
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.
Indian services wake up from its slumber, but a Q1 GDP slowdown is still in play
Thailand’s 2-speed economy ends 2024 on a somber note
A very unwelcome January leap in Indonesia’s trade surplus
Moderation in upstream food pressures in India is the real deal
Indonesian sales boosted modestly by front-loading before the VAT rate hike
The RBI’s first cut is finally here; expect at least one more by mid-year
The impressive run-up in Philippine sales at end-2024 owes partly to short-lived tail
Everyone seems to have forgotten the Tet noise in Vietnamese trade
A more believable retail sales print from Vietnam, no doubt flattered by Tet
Healthcare costs provide Vietamese inflation with a further—much bigger—jolt
Thai inflation continues to float just a touch above the lower bound of BoT's target range
Exports and public spending helped to keep Indonesia’s ship absurdly 'steady’ in Q4
Philippine inflation should start to move sideways from here
Not the best of starts to 2025 for ASEAN manufacturing
A huge, albeit temporary, CPI gift from Indonesia’s new government
Stable Q4 headline hides renewed deterioration in Philippine private consumption
India’s key services PMI plunged to a 15-month low to start the year
A largely unwelcome consolidation of the Philippines’ trade deficit in late-2024
A robust end to the year for Thai exports, despite flattening DM demand
Ignore the volatility, Indonesia's trade surplus is growing, slowly
Expect a quieter year for Indian WPI inflation in 2025
Indonesian sales growth should at least settle at a floor, shortly
Real import demand in the Philippines was due a correction
Huge revisions put a more positive spin on Philippine sales
Oil-sensitive components drive the December rise in inflation
A scorching end to 2024 for Vietnamese services
Exports in Vietnam are once again finding their feet
Not buying the five-month high in Vietnamese sales growth
Vietnamese inflation stays under 3% for a fourth month
Turnaround in Thai transportation & communication CPI should soon peak
December manufacturing let down by developed ASEAN
Reassuringly unchanged readings for Indonesian CPI to close out 2024
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
Emerging Asia Document Vault, independent macro research, Pantheon Macro, Pantheon Macroeconomics, independent research, ian shepherdson, economic intelligence,