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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
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Broad-based investment comeback drives Thailand’s market-beating Q3 GDP print
An overdue bounce in demand from India moves Indonesia’s export recovery forward
Food prices are still the main headache at the WPI level in India, too
Frustratingly slow recovery in Indonesian retail sales continues
GDP growth in the Philippines plunges to a five-quarter low
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
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
ASEAN manufacturing sees a quiet start to Q4
India’s PMIs start Q4 on a cautiously better note, after the September carnage
A SECOND BOT CUT IN DECEMBER IS TOUCH-AND-GO
A quiet end to Q3 for Indonesian two-way trade
Philippine exports are finally staging a real comeback at the margin
No cut, but the sea change in RBI policy is here
Indonesian retail sales growth recovers to a five-month high
The ongoing run of positive Philippine sales growth is fragile
Base effects from late-2023 utility cuts lead modest headline uptick in Thai inflation
Below-target range inflation effectively guarantees another BSP cut this month
Export-oriented manufacturers in ASEAN hit a speed-bump at the end of Q3
Much more food disinflation ahead in Indonesia
BI SPRINGS A SEP. SURPRISE; 50BP MORE CUTS IN Q4
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