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.
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
Machinery capex bump cushions the unwinding of election spending in Indonesia
Fall in discretionary spending sends Singaporean sales growth back into the red
A big bounce in net goods trade will help Thailand's Q2 GDP
MALAYSIA'S AND VIETNAM’S ‘HOT’ Q2 IN CONTEXT
Malaysia's economy fired on all cylinders in Q2
Base effects dominate Malaysian trade figures in June
June slip in Indonesian export growth should be short-lived
Improving external demand supports Singapore's consensus-beating Q2 GDP
Base effects pull Philippine trade growth back down to earth
Emerging Asia Document Vault, independent macro research, Pantheon Macro, Pantheon Macroeconomics, independent research, ian shepherdson, economic intelligence,