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.

April

EM Asia Datanote: Retail Sales, Thailand, April

  • In one line: Inflated—yet again—by ‘other’ retail sales; ignore.

Miguel Chanco (Chief EM Asia Economist)Emerging Asia

EM Asia Datanote: May CPI & April IP, India

  • In one line: Some green shoots on food inflation; IP appears to be breaking out of its recent stagnation.

Miguel Chanco (Chief EM Asia Economist)Emerging Asia

EM Asia Datanote: Q1 GDP and April Core Production, India

  • In one line: Exports—alone—steal the show in Q1, papering over a continued slowdown in domestic demand.

Miguel Chanco (Chief EM Asia Economist)Emerging Asia

EM Asia Datanote: Customs Trade, Thailand, April

  • In one line: A reassuring bounce in exports narrows the Songkran-adjusted deficit substantially.

Miguel Chanco (Chief EM Asia Economist)Emerging Asia

EM Asia Datanote: Retail Sales, Taiwan, April

  • In one line: Expect growth to struggle for the rest of Q2.

Moorthy Krshnan (Senior Asia Economist)Emerging Asia

EM Asia Datanote: Trade, India, April

  • In one line: The deficit miss isn’t that bad, seasonal effects aside; don’t put too much stock into the jump in imports.

Miguel Chanco (Chief EM Asia Economist)Emerging Asia

  Publication Filters

Change View: List   Small Grid  

Filter by Keyword

Filter by Region

Filter by Publication Type

Filter by Date
(6 months only; older publications available on request)

  Quick Tag Filters

Consistently Right
Access Key Enabled Navigation
Keywords for: Emerging Asia Documents

Emerging Asia Document Vault, independent macro research, Pantheon Macro, Pantheon Macroeconomics, independent research, ian shepherdson, economic intelligence,