Below is a list of our Emerging Asia Publications for the last 5 months. If you are looking for reports older than 5 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.
India
- In one line: Expect this to be a temporary headline bounce.
- In one line: Flattered hugely by discrepancies, but some reassuring details nonetheless.
- In one line: Recovering to a four-month high, with some help from base effects.
- In one line: A reassuring and much-needed turn in overall momentum and, especially, in electricity production.
- In one line: A ten-month low, as consumer sectors continue to broadly weaken.
- In one line: A skin-deep reprieve, if at all, from waning underlying momentum.
- In one line: A forgetful Q2, overall.
- In one line: Outright food deflation is here, as predicted.
- In one line: Modest, on-and-off deflation looks set to be the theme for H2.
- In one line: Consumer-facing industries are buckling.
- In one line: Hit by free-falling electricity production.
- In one line: Led by an overdue correction in oil imports.
- In one line: No material change—yet—to the outlook for continued fuel & power deflation.
- In one line: No signs yet of food disinflation stabilising.
- In one line: Boosted by investment, which can’t be relied upon post-“Liberation Day”.
- In one line: An abysmal start to Q2, but support from energy has been fading for a few months.
- In one line: More food disinflation to come in May; the 2025 consensus remains far too high.
- In one line: Capping off an unremarkable Q1.
- In one line: Blame mainly an unsurprising reversal of the January jump in petroleum products.
