PANTHEON EM ASIA DATA WRAP 26 July 2024

A big bounce in net goods trade will help Thailand's Q2 GDP

Miguel Chanco (Chief EM Asia Economist)Emerging Asia

PANTHEON EM ASIA DATA WRAP 24 July 2024

A punchy start to Q3 for India's PMIs

Miguel Chanco (Chief EM Asia Economist)Emerging Asia

EM Asia Datanote: Retail Sales, Taiwan, June

• In one line: Stronger real wage growth supports pick up in June retail sales.

Moorthy Krshnan (Senior Asia Economist)Emerging Asia

PANTHEON EM ASIA DATA WRAP 23 July 2024

Singaporean core inflation drops below 3.0%

Moorthy Krshnan (Senior Asia Economist)Emerging Asia

July 2024 - Emerging Asia Chartbook

MALAYSIA'S AND VIETNAM’S ‘HOT’ Q2 IN CONTEXT

• …FOOD PRICE PRESSURES IN INDIA ARE REBUILDING; UGH

Miguel Chanco (Chief EM Asia Economist)Emerging Asia

PANTHEON EM ASIA DATA WRAP 19 July 2024

Malaysia's economy fired on all cylinders in Q2

Moorthy Krshnan (Senior Asia Economist)Emerging Asia

PANTHEON EM ASIA DATA WRAP 18 July 2024

Base effects dominate Malaysian trade figures in June

Moorthy Krshnan (Senior Asia Economist)Emerging Asia

PANTHEON EM ASIA DATA WRAP 17 July 2024

Disappointing Q2 end for Singaporean NODX

Moorthy Krshnan (Senior Asia Economist)Emerging Asia

EM Asia Datanote: Trade, India, June

• In one line: Overdue crash in oil imports masks a further—welcome—rise in non-oil imports.

Miguel Chanco (Chief EM Asia Economist)Emerging Asia

EM Asia Datanote: WPI, India, June

• In one line: Likely the peak for 2024, barring any fresh shocks.

Miguel Chanco (Chief EM Asia Economist)Emerging Asia

PANTHEON EM ASIA DATA WRAP 15 July 2024

June slip in Indonesian export growth should be short-lived

Miguel Chanco (Chief EM Asia Economist)Emerging Asia

EM Asia Datanote: June CPI & May IP, India

• In one line: Vegetable prices are rearing their ugly head, again; industry is back to a two-track growth, this time with consumer durables racing ahead.

Miguel Chanco (Chief EM Asia Economist)Emerging Asia

PANTHEON EM ASIA DATA WRAP 12 July 2024

Improving external demand supports Singapore's consensus-beating Q2 GDP

Moorthy Krshnan (Senior Asia Economist)Emerging Asia

PANTHEON EM ASIA DATA WRAP 11 July 2024

Malaysian retail sales growth picks up in May

Moorthy Krshnan (Senior Asia Economist)Emerging Asia

PANTHEON EM ASIA DATA WRAP 10 July 2024

Base effects pull Philippine trade growth back down to earth

Miguel Chanco (Chief EM Asia Economist)Emerging Asia

EM Asia Datanote: Trade, Taiwan, June

• In one line: Blowing the consensus out of the water.

Moorthy Krshnan (Senior Asia Economist)Emerging Asia

PANTHEON EM ASIA DATA WRAP 9 July 2024

How long will the bounce in Indonesian sales last with confidence fading?
Philippine sales growth continues to fluctuate wildly around zero

Miguel Chanco (Chief EM Asia Economist)Emerging Asia

EM Asia Datanote: CPI, Taiwan, June

• In one line: Faster goods inflation pushes up the headline. 

Moorthy Krshnan (Senior Asia Economist)Emerging Asia

EM Asia Datanote: CPI, Thailand, June

• In one line: Should be just a temporary drop below the BoT’s target range.

Miguel Chanco (Chief EM Asia Economist)Emerging Asia

PANTHEON EM ASIA DATA WRAP 5 July 2024

The turn in Philippine inflation is finally here
Vehicle sales in Singapore continue to flatter headline retail sales

Miguel Chanco (Chief EM Asia Economist)Emerging Asia