EM Asia Datanote: CPI, Thailand, March 2026

• In one line: The bigger jolt will come in April.

EM Asia Datanote: Retail Sales, Thailand, January 2026

• In one line: Underlying spending growth was still in recovery mode pre-Iran war.

EM Asia Datanote: Industrial Production, India, February 2026

• In one line: Likely as good as we’ll get in H1, if not 2026 at large.

EM Asia Datanote: Retail Sales, Taiwan, February

• In one line: Q1 consumption remains firm.

EM Asia Datanote: Customs Trade, Thailand, February 2026

• In one line: Fundamental downward pressure on the THB is building rapidly.

EM Asia Datanote: Core Production, India, February 2026

• In one line: Infrastructure sectors carrying more of the weight alone; overall momentum still solid.

EM Asia Datanote: Trade, India, February 2026

• In one line: Big short-term downside risks to the deficit due to the Iran war.

EM Asia Datanote: CPI, India, February 2026

• In one line: Still mainly a food story, but Middle East pressures should surface in the March data.

EM Asia Datanote: Trade, Taiwan, February

• In one line: AI server growth moderating.

EM Asia Datanote: CPI, Taiwan, February

• In one line: Lunar New Year distortions.

EM Asia Datanote: Retail Sales, Taiwan, January 2026

• In one line: Spending on big items is failing to recover.  

EM Asia Datanote: CPI, Thailand, February 2026

• In one line: Diesel fix still more than safe; shading our 2026 forecast.

EM Asia Datanote: IP, India, January 2026

• In one line: An understandable, and likely temporary, breather to start 2026.

PANTHEON EM ASIA DATA WRAP 27 February 2026

Ignore the y/y misses; lots to be reassured about in the Philippine trade details

EM Asia Datanote: Bank of Thailand Decision, February 2026

• In one line: Members say “why wait” via a surprise cut.

PANTHEON EM ASIA DATA WRAP 23 February 2026

An undoubtedly hot start to the year for two-way trade in Thailand

EM Asia Datanote: Trade, India, January 2026

• In one line: Blame another random spike in gold imports; purchases from Russia are tanking.

PANTHEON EM ASIA DATA WRAP 16 February 2026

Thailand’s stronger-than-expected Q4 GDP has the interim government to thank
A sudden pop in ‘upstream core’ inflation in India to start the year

EM Asia Datanote: CPI, India, January 2026

• In one line: Holding judgement, for now, as we await more details; but downside risks to 2026 forecast.

PANTHEON EM ASIA DATA WRAP 10 February 2026

Indonesian retail sales took a—likely temporary—breather at the end of 2025
Price effects flatter Malaysian retail sales growth in December