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.

December

EM Asia Datanote: CPI, India, December

  • In one line: Carpet being rolled out for a February rate cut.

Miguel Chanco (Chief EM Asia Economist)Emerging Asia

PANTHEON EM ASIA DATA WRAP 16 December 2024

A solid end to 2024 for India’s PMIs, but let’s wait for the final numbers
WPI food inflation in India has finally turned a corner
A not-so-welcome leap in Indonesia's trade surplus for November

Miguel Chanco (Chief EM Asia Economist)Emerging Asia

PANTHEON EM ASIA DATA WRAP 10 December 2024

An unexpectedly weak start to Q4 for Indonesian retail sales
The bad—and good—aspects of the Philippines’ widening trade deficit

Miguel Chanco (Chief EM Asia Economist)Emerging Asia

PANTHEON EM ASIA DATA WRAP 6 December 2024

The RBI takes a halfway-house approach in response to the grim Q3 GDP
Philippine sales fall to their lowest level in over a year
High base from last year’s healthcare price rises pulls Vietnamese inflation down in November
Vietnamese sales growth remains sluggish, in reality
Ignore the headline trade misses, the real story is that Vietnamese export momentum is waning, rapidly

Miguel Chanco (Chief EM Asia Economist)Emerging Asia

PANTHEON EM ASIA DATA WRAP 4 December 2024

Continued food disinflation in Thailand mutes the headline’s November uptick

Miguel Chanco (Chief EM Asia Economist)Emerging Asia

PANTHEON EM ASIA DATA WRAP 2 December 2024

A narrow and likely short-lived uptick in ASEAN’s PMI for November
Inflation moves closer to the lower bound of BI’s target range; S/T stability coming

Miguel Chanco (Chief EM Asia Economist)Emerging Asia

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