My latest for #PantheonMacro - "#Vietnam's solid Q1 GDP may be as good as it gets in 2026" buff.ly/MVqwBJj

My latest for #PantheonMacro - "#Indonesia's austerity drive partly a catch-up play; fuel hike still likely" buff.ly/XI09BAf

My latest for #PantheonMacro - "Inflation, not growth, is a bigger near-term issue for #ASEAN factories" buff.ly/KWfBJZe

My latest for #PantheonMacro - "Confirmation the GST pop in Indian IP is over; fuel-tax cut no relief" buff.ly/744WFQP

My latest for #PantheonMacro - "#INR's 'record' fall in context; more a threat to Q2 growth than inflation" buff.ly/Gxu0iSd

My latest for #PantheonMacro - "Oil surge will pull #Thailand's current account into modest deficit in 2026" buff.ly/Go2AAO4

My latest for #PantheonMacro - "War hitting Indian industry hard and fast; PMIs point to 6% GDP for Q1" buff.ly/EQYaRly

My colleague, Meekita's, latest for #PantheonMacro - "#Singapore inflation still ticking up in Q1, but worse is yet to come" buff.ly/i95ifb1

My latest for #PantheonMacro - "#BSP's April meeting 'live', but a hike for signal sake would be misguided" buff.ly/YGzT2ie

My colleague, Meekita's, latest for #PantheonMacro - "Malaysian Q1 exports stronger than expected, thanks to AI boom" buff.ly/sMBFkt2

My latest for #PantheonMacro - "#India should be able to stomach oil at $150 this year; main risk is 2027" www.pantheonmacro.com/documents/em...

My latest for #PantheonMacro - "#BI makes it clear, by omission, that its rate-cutting cycle is over" www.pantheonmacro.com/documents/em...

My latest for #PantheonMacro - "EA activity heap maps; major exporters still outperforming" buff.ly/vpPvdxr

My latest for #PantheonMacro - "#India and #Indonesia will be backed into fuel hikes, but not yet rate" buff.ly/paYNGl4

My colleague, Meekita's, latest for #PantheonMacro - "#Taiwan's disinflationary spell likely over, due to Middle East" buff.ly/8DiagRT

My colleague, Meekita's, latest for #PantheonMacro - "#BNM maintains rates but is holding its breath on the Middle East" buff.ly/TKyBwxE

My latest for #PantheonMacro - "#India--for now--can afford to shrug off the global oil-price surge to date" buff.ly/tmEaJMY

My latest for #PantheonMacro - "Boost to Indonesian exports from oil spike still small compared to 2022" www.pantheonmacro.com/documents/em...

My latest for #PantheonMacro - "#India's new GDP more stable and carries greater credibility" buff.ly/vU6Zjxs

My latest for #PantheonMacro - "#BoT surprises with a cut, while also throwing its hands up in the air" buff.ly/OHTAipS

My colleague, Meekita's, latest for #PantheonMacro - "Malaysian electronics exports still booming, thanks to AI demand" buff.ly/guYn0Br

My latest for #PantheonMacro - "#Thailand's scorching exports in January look like a one-off, for now" lnkd.in/eTmmn43t

Meekita's latest on #Taiwan for #PantheonMacro. Long story short; non-electronic exports, while they showed some 'life' in January, probably won't be enough to cushion a big growth slowdown this year. buff.ly/uLXDN8j

My latest for #PantheonMacro - "#Thailand's hot Q4 GDP thanks in large part to the interim government" buff.ly/auj1S7a

My latest for #PantheonMacro - "#India's overdue CPI revamp means a gentler inflation rise this year" www.pantheonmacro.com/documents/em...

My colleague, Meekita's, latest for #PantheonMacro - "Malaysian consumption remains static, but could it fall?" buff.ly/9No1dfq

My latest for #PantheonMacro - "Thai election: political event risk averted, but no cure for economy" www.pantheonmacro.com/documents/em...

My colleague, Meekita's, latest for #PantheonMacro - "#Taiwan's export growth reaches the highest print since the 1970s" www.pantheonmacro.com/documents/em...

My latest for #PantheonMacro - "This #RBI pause will stick; prepare for a quiet year, barring any shocks" buff.ly/boLD8kg

My latest for #PantheonMacro - "#Indonesia's 'hot' Q4 GDP print welcome in more ways than one" www.pantheonmacro.com/documents/em...