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.

Core IP

EM Asia Datanote: Core IP, India, August

  • In one line: A 3.5-year low; base effects were the main culprit, but momentum is vanishing.

Miguel Chanco (Chief EM Asia Economist)Emerging Asia

EM Asia Datanote: Q2 GDP and July Core Production, India

  • In one line: Unwinding of discrepancy boost in Q2 hides early signs of a revival in consumption.

Miguel Chanco (Chief EM Asia Economist)Emerging Asia

EM Asia Datanote: Core IP, India, May

  • In one line: Steady, but downside risks linger.

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: Core Production, India, March

  • In one line: Decent, and the drag from refined petroleum products should reverse in the short run.

Miguel Chanco (Chief EM Asia Economist)Emerging Asia

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Keywords for: Emerging Asia Documents

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