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.
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
Falling trade balance hides pick-up in Malaysian export momentum
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
Slow start to Q3 for Malaysian retail sales growth
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
Cooling of Singaporean services inflation prone to reversal
Malaysian inflation stabilises at 2.0% in July
Unsustainable export bounce saves Thai Q2 GDP; domestic demand still lethargic
The BSP pulls the trigger… more—and potentially larger—cuts to come in Q4
Indonesia’s small trade surplus isn’t actually that bad, while the stellar y/y rates need to be put into context
Emerging Asia Document Vault, independent macro research, Pantheon Macro, Pantheon Macroeconomics, independent research, ian shepherdson, economic intelligence,