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.
An RBI cut in August now certainly looks off the table
The policy-induced upswing in Thai inflation shouldn’t bother the MPC
Don’t put too much stock into the April leap in Philippine sales
Tough start to Q2 for Singaporean consumption
No breach of the BSP’s inflation target range to see here
ASEAN’s main exporters are finally staging a revival… slowly
TAIWAN’S PUNCHY Q1 GDP IS AS GOOD AS IT’LL GET
Malaysian inflation comes in at 1.8% for a third consecutive month
India’s lofty manufacturing PMI is becoming more well-rounded
India’s unreliable flash services PMI is still plateauing
Higher utilities inflation in Singapore offsets food disinflation in April
Don’t hang your hat on Thailand’s market-beating Q1 GDP print
Malaysian export recovery still in play despite headline trade figures likely falling in May
Improvement in Singaporean export growth down to base effects
A poorer start to Q2 for Indonesian trade than suggested by the already-soft headlines
Will the Q1 strength in Indonesian sales carry over to Q2?
A very quiet start to the year for the Philippine economy, especially in private domestic demand
Malaysian retail sales growth rises in March, despite a drop in wholesale growth
The H2 2023 recovery in Philippine sales hit a big speed-bump in Q1
Not the kind of deficit reduction we’d like to see
April CPI stays unexpectedly within the BSP's target range
The six-month spell of Thai deflation comes to an end
Export-oriented ASEAN manufacturers continue to underperform
Food inflation in Indonesia finally turns a corner; more of this, please
Emerging Asia Document Vault, independent macro research, Pantheon Macro, Pantheon Macroeconomics, independent research, ian shepherdson, economic intelligence,