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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.
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
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
Underlying sales momentum in Indonesia was fading heading into Q3
Ignore the consensus-matching Q2 y/y print, Philippine consumption is in recession
The RBI keeps up the inflation-fighting talk
Malaysian fuel sales take a hit from subsidy removal
Thai inflation will return to the target range in the next few months
Sales volumes in the Philippines suffer a second straight q/q drop
First BSP rate cut delayed to October
The net trade story will be painful for the Philippines' upcoming Q2 GDP report
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