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.

PANTHEON EM ASIA DATA WRAP 23 September 2024

PANTHEON EM ASIA DATA WRAP 18 November 2024

Broad-based investment comeback drives Thailand’s market-beating Q3 GDP print

Miguel Chanco (Chief EM Asia Economist)Emerging Asia

PANTHEON EM ASIA DATA WRAP 15 November 2024

An overdue bounce in demand from India moves Indonesia’s export recovery forward

Miguel Chanco (Chief EM Asia Economist)Emerging Asia

PANTHEON EM ASIA DATA WRAP 14 November 2024

Food prices are still the main headache at the WPI level in India, too

Miguel Chanco (Chief EM Asia Economist)Emerging Asia

EM Asia Datanote: October CPI & September IP, India

  • In one line: A December rate cut is only just barely alive; a weak Q3 GDP print could still sway things.

Miguel Chanco (Chief EM Asia Economist)Emerging Asia

PANTHEON EM ASIA DATA WRAP 12 November 2024

Frustratingly slow recovery in Indonesian retail sales continues

Miguel Chanco (Chief EM Asia Economist)Emerging Asia

PANTHEON EM ASIA DATA WRAP 6 November 2024

Vietnamese exports are once again losing momentum
The softening in ‘official’ retail sales growth in Vietnam is far from over
The impact of Yagi on Vietnamese food inflation continues to be felt
The ghost of the short-lived previous administration pushes Thai inflation up further in October
Philippine sales had a forgetful Q3 at the end of the day; all eyes on tomorrow's GDP release
An abysmal September effectively has written off Q3 for Philippine exports

Miguel Chanco (Chief EM Asia Economist)Emerging Asia

PANTHEON EM ASIA DATA WRAP 5 November 2024

Inventories spike keeps Indonesian GDP growth from slowing more sharply in Q3
Inflation in the Philippines should stabilise near the lower end of the BSP’s range

Miguel Chanco (Chief EM Asia Economist)Emerging Asia

PANTHEON EM ASIA DATA WRAP 24 October 2024

India’s PMIs start Q4 on a cautiously better note, after the September carnage

Miguel Chanco (Chief EM Asia Economist)Emerging Asia

October 2024 - Emerging Asia Chartbook

A SECOND BOT CUT IN DECEMBER IS TOUCH-AND-GO

  • …THE RBI TURNS ‘NEUTRAL’; ALL EYES ON Q3 GDP

Miguel Chanco (Chief EM Asia Economist)Emerging Asia

EM Asia Datanote: Trade, India, September

  • In one line: Thank a big reversal in the August leap in gold imports.

Miguel Chanco (Chief EM Asia Economist)Emerging Asia

EM Asia Datanote: CPI, India, September

  • In one line: Blame the continued reversal of helpful food base effects; m/m trends are still improving.

Miguel Chanco (Chief EM Asia Economist)Emerging Asia

EM Asia Datanote: WPI, India, September

  • In one line: Primary articles inflation bounces on lower base effects, but underlying inflation remains muted.

Miguel Chanco (Chief EM Asia Economist)Emerging Asia

PANTHEON EM ASIA DATA WRAP 10 October 2024

Philippine exports are finally staging a real comeback at the margin

Miguel Chanco (Chief EM Asia Economist)Emerging Asia

PANTHEON EM ASIA DATA WRAP 9 October 2024

No cut, but the sea change in RBI policy is here
Indonesian retail sales growth recovers to a five-month high

Miguel Chanco (Chief EM Asia Economist)Emerging Asia

PANTHEON EM ASIA DATA WRAP 8 October 2024

The ongoing run of positive Philippine sales growth is fragile

Miguel Chanco (Chief EM Asia Economist)Emerging Asia

PANTHEON EM ASIA DATA WRAP 7 October 2024

Base effects from late-2023 utility cuts lead modest headline uptick in Thai inflation

Miguel Chanco (Chief EM Asia Economist)Emerging Asia

PANTHEON EM ASIA DATA WRAP 4 October 2024

Below-target range inflation effectively guarantees another BSP cut this month

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,