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.

PANTHEON EM ASIA DATA WRAP 21 February 2025

PANTHEON EM ASIA DATA WRAP 21 February 2025

Indian services wake up from its slumber, but a Q1 GDP slowdown is still in play

Miguel Chanco (Chief EM Asia Economist)Emerging Asia

PANTHEON EM ASIA DATA WRAP 17 February 2025

Thailand’s 2-speed economy ends 2024 on a somber note
A very unwelcome January leap in Indonesia’s trade surplus

Miguel Chanco (Chief EM Asia Economist)Emerging Asia

PANTHEON EM ASIA DATA WRAP 14 February 2025

Moderation in upstream food pressures in India is the real deal

Miguel Chanco (Chief EM Asia Economist)Emerging Asia

PANTHEON EM ASIA DATA WRAP 12 February 2025

Indonesian sales boosted modestly by front-loading before the VAT rate hike

Miguel Chanco (Chief EM Asia Economist)Emerging Asia

PANTHEON EM ASIA DATA WRAP 7 February 2025

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

Miguel Chanco (Chief EM Asia Economist)Emerging Asia

PANTHEON EM ASIA DATA WRAP 6 February 2025

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

Miguel Chanco (Chief EM Asia Economist)Emerging Asia

PANTHEON EM ASIA DATA WRAP 5 February 2025

Exports and public spending helped to keep Indonesia’s ship absurdly 'steady’ in Q4
Philippine inflation should start to move sideways from here

Miguel Chanco (Chief EM Asia Economist)Emerging Asia

PANTHEON EM ASIA DATA WRAP 3 February 2025

Not the best of starts to 2025 for ASEAN manufacturing
A huge, albeit temporary, CPI gift from Indonesia’s new government

Miguel Chanco (Chief EM Asia Economist)Emerging Asia

PANTHEON EM ASIA DATA WRAP 30 January 2025

Stable Q4 headline hides renewed deterioration in Philippine private consumption

Miguel Chanco (Chief EM Asia Economist)Emerging Asia

PANTHEON EM ASIA DATA WRAP 24 January 2025

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

Miguel Chanco (Chief EM Asia Economist)Emerging Asia

PANTHEON EM ASIA DATA WRAP 23 January 2025

A robust end to the year for Thai exports, despite flattening DM demand

Miguel Chanco (Chief EM Asia Economist)Emerging Asia

PANTHEON EM ASIA DATA WRAP 15 January 2025

Ignore the volatility, Indonesia's trade surplus is growing, slowly

Miguel Chanco (Chief EM Asia Economist)Emerging Asia

PANTHEON EM ASIA DATA WRAP 10 January 2025

Indonesian sales growth should at least settle at a floor, shortly

Miguel Chanco (Chief EM Asia Economist)Emerging Asia

PANTHEON EM ASIA DATA WRAP 7 January 2025

Huge revisions put a more positive spin on Philippine sales
Oil-sensitive components drive the December rise in inflation

Miguel Chanco (Chief EM Asia Economist)Emerging Asia

PANTHEON EM ASIA DATA WRAP 6 January 2025

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

Miguel Chanco (Chief EM Asia Economist)Emerging Asia

PANTHEON EM ASIA DATA WRAP 2 January 2025

December manufacturing let down by developed ASEAN
Reassuringly unchanged readings for Indonesian CPI to close out 2024

Miguel Chanco (Chief EM Asia Economist)Emerging Asia

December 2024 - Emerging Asia Chartbook

INDIA’S SLUMP HAS BEEN LONG IN THE MAKING

  • …A SOFT END TO THE YEAR FOR ASEAN MANUFACTURING

Miguel Chanco (Chief EM Asia Economist)Emerging Asia

PANTHEON EM ASIA DATA WRAP 16 December 2024

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

Miguel Chanco (Chief EM Asia Economist)Emerging Asia

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Emerging Asia Document Vault, independent macro research, Pantheon Macro, Pantheon Macroeconomics, independent research, ian shepherdson, economic intelligence,