Miguel Chanco
@miguelchanco
Chief EM Asia Economist at Pantheon Macroeconomics | India and ASEAN | Alumnus of RSIS, NTU | Adopted Brit | via SGP | Est. QC, Philippines 📍Newcastle, UK
My latest for #PantheonMacro - "Moderation in Indonesian GDP growth only really just starting" www.pantheonmacro.com/home
My colleague, Meekita's, latest for #PantheonMacro - "#MAS acting pre-emptively in the face of inflation risks" www.pantheonmacro.com/home
My latest for #PantheonMacro - "#ASEAN factories kick off H2 with a bang, brushing off renewed fighting" www.pantheonmacro.com/home
My colleague, Meekita's, latest for #PantheonMacro - "#Taiwan’s #GDP growth still double-digits, but likely to moderate further" www.pantheonmacro.com/home
My colleague, Meekita's, latest for #PantheonMacro - "#Singapore headline inflation set to rise, due to food, fuel and LNG" lnkd.in/e-7pPqBH
My latest for #PantheonMacro - "#BI is right—now—to take rate hikes off the table simply to defend #IDR" www.pantheonmacro.com/all-emasia-p...
My colleague, Meekita's, latest for #PantheonMacro - "Malaysian exports continue to rise, and export growth diversifies" www.pantheonmacro.com/all-emasia-p...
My colleague, Meekita's, latest for #PantheonMacro - "#Malaysia Q2 #GDP was a let-down to us, but still up from Q1" www.pantheonmacro.com/all-emasia-p...
My latest for #PantheonMacro - "No tweaks to our dovish #India CPI and rate calls, despite fresh fighting" www.pantheonmacro.com/all-emasia-p...
My colleague, Meekita's, latest for #PantheonMacro - "#Singapore’s Q2 GDP growth lower than expected; we cut our 2026 call" www.pantheonmacro.com/all-emasia-p...
My colleague, Meekita's, latest for #PantheonMacro - "#Taiwan’s non-AI exports slow; we now expect lower Q2 GDP growth" www.pantheonmacro.com/all-emasia-p...
My latest for #PantheonMacro - "Three charts to show Indonesian consumers have nowhere to hide" www.pantheonmacro.com/all-emasia-p...
My latest for #PantheonMacro - "Another #BSP rate hike becoming increasingly less of a sure thing" www.pantheonmacro.com/all-emasia-p...
My colleague, Meekita's, latest for #PantheonMacro - "Headwinds to get worse for #Singapore retail, despite war relief" www.pantheonmacro.com/all-emasia-p...
My latest for #PantheonMacro - "#Vietnam shrugs off Iran war in Q2, thanks to still-soaring exports" www.pantheonmacro.com/all-emasia-p...
My latest for #PantheonMacro - "Blame #Indonesia for #ASEAN’s soft June PMI, but price shock is waning" www.pantheonmacro.com/home
My latest for #PantheonMacro - "#India’s Q1 capex support fragile, to say the least; no real boom here" www.pantheonmacro.com/all-emasia-p...
My colleague, Meekita's, latest for #PantheonMacro - "AI bubble pop would hit Taiwanese consumers harder than Iran war" www.pantheonmacro.com/documents/em...
My colleague, Meekita's, latest for #PantheonMacro - "#Singapore's NODX reaches an astonishing new high in May" buff.ly/dQ410xD
My latest for #PantheonMacro - "#US-#Iran deal; short-term neutral for Indian CPI, but good news for WPI" buff.ly/JM57fdI
My colleague, Meekita's, latest for #PantheonMacro - "Political alliances unravelling in #Malaysia; what of the subsidies?" buff.ly/lhCfpX7
My colleague, Meekita's, latest for #PantheonMacro - "Middle East energy shock leaves no imprint on #Taiwan's export growth" buff.ly/awO8KVH
My latest for #PantheonMacro - "War noise unlikely to stop #Vietnam's exports from flying higher in Q3" buff.ly/KtlG070
My latest for #PantheonMacro - "#Ignore Indonesia's small April surplus; #IDR support is finally here" buff.ly/KHaqxEF
My latest for #PantheonMacro - "Expect #India's Q1 GDP to be a letdown, and #RBI to stay on hold" buff.ly/xOiBmfK
My latest for #PantheonMacro - "#Thailand's latest consumer stimulus will reshape—not re-energise—2026" www.pantheonmacro.com/documents/em...
My colleague, Meekita's, latest for #PantheonMacro - "Falling health premiums soothe headline inflation in #Singapore" buff.ly/icvNHfk
My latest for #PantheonMacro - "Bad trade news keeps coming for the #THB, but oil hit will soon peak" buff.ly/BRYL963
My latest for #PantheonMacro - "#India health check as Middle East war hits three months" buff.ly/YutFmOx
My latest for #PantheonMacro - "#BI's huge, but explicitly pre-emptive, 50bp rate hike likely a one-off" buff.ly/EDvSI8e