Miguel Chanco
@miguelchanco.bsky.social
Chief EM Asia Economist at Pantheon Macroeconomics | India and ASEAN | Alumnus of RSIS, NTU | Adopted Brit | via SGP | Est. QC, Philippines
📍Newcastle, UK
📍Newcastle, UK
My latest for #PantheonMacro - "#Thailand’s soft October exports mask resurgent US demand" buff.ly/nzu1cKC
November 26, 2025 at 9:27 AM
My latest for #PantheonMacro - "#Thailand’s soft October exports mask resurgent US demand" buff.ly/nzu1cKC
My latest for #PantheonMacro - "#India's mixed November PMIs don't change the big H2 slowdown story" www.pantheonmacro.com/documents/em...
November 24, 2025 at 2:35 PM
My latest for #PantheonMacro - "#India's mixed November PMIs don't change the big H2 slowdown story" www.pantheonmacro.com/documents/em...
My latest for #PantheonMacro - "#BI to make final cut in December then move on to RRRs in 2026" buff.ly/FwZyx1b
November 20, 2025 at 3:10 PM
My latest for #PantheonMacro - "#BI to make final cut in December then move on to RRRs in 2026" buff.ly/FwZyx1b
My latest for #PantheonMacro - "#India's record trade deficit in October mainly an import story" buff.ly/YZlozFK
November 19, 2025 at 10:58 AM
My latest for #PantheonMacro - "#India's record trade deficit in October mainly an import story" buff.ly/YZlozFK
My latest for #PantheonMacro - "Inventories make #Thailand's Q3 GDP look worse than it actually was" buff.ly/XaXUcNq
November 18, 2025 at 8:18 AM
My latest for #PantheonMacro - "Inventories make #Thailand's Q3 GDP look worse than it actually was" buff.ly/XaXUcNq
My latest for #PantheonMacro - "#Vietnam's 10% GDP target in theory achievable, with M2 soaring" buff.ly/fwps6bf
November 17, 2025 at 10:40 AM
My latest for #PantheonMacro - "#Vietnam's 10% GDP target in theory achievable, with M2 soaring" buff.ly/fwps6bf
My latest for #PantheonMacro - "More downgrades to #India's CPI outlook; we see just 3.3% in 2026" buff.ly/EpXDmNG
November 13, 2025 at 9:00 AM
My latest for #PantheonMacro - "More downgrades to #India's CPI outlook; we see just 3.3% in 2026" buff.ly/EpXDmNG
My latest for #PantheonMacro - "Indonesian retail sales growth yet to regain its pre-pandemic form" buff.ly/PJb9udR
November 12, 2025 at 2:22 PM
My latest for #PantheonMacro - "Indonesian retail sales growth yet to regain its pre-pandemic form" buff.ly/PJb9udR
My latest for #PantheonMacro - "#Philippines' ugly Q3 GDP long in the making; ICI will make things worse" buff.ly/16taoJQ
November 10, 2025 at 10:39 AM
My latest for #PantheonMacro - "#Philippines' ugly Q3 GDP long in the making; ICI will make things worse" buff.ly/16taoJQ
My latest for #PantheonMacro - "#Vietnam's export bonanza is over, but #US payback is no one-way street" buff.ly/fEL7ixr
November 7, 2025 at 10:48 AM
My latest for #PantheonMacro - "#Vietnam's export bonanza is over, but #US payback is no one-way street" buff.ly/fEL7ixr
My latest for #PantheonMacro - "The real stories behind another 5% GDP print for Indonesia in Q3" buff.ly/xpArBtP
November 6, 2025 at 9:43 AM
My latest for #PantheonMacro - "The real stories behind another 5% GDP print for Indonesia in Q3" buff.ly/xpArBtP
My latest for #PantheonMacro - "#India's GST collection in October indicates no post-cut pop in activity" buff.ly/CkJ4tGl
November 4, 2025 at 1:04 PM
My latest for #PantheonMacro - "#India's GST collection in October indicates no post-cut pop in activity" buff.ly/CkJ4tGl
My colleague, Meekita's, take on #Taiwan's Q3 GDP report last Friday: buff.ly/V8b3Stj. Long story short; sustained moderation back down to long-run potential from here onwards.
November 3, 2025 at 11:22 AM
My colleague, Meekita's, take on #Taiwan's Q3 GDP report last Friday: buff.ly/V8b3Stj. Long story short; sustained moderation back down to long-run potential from here onwards.
My latest for #PantheonMacro - "A surprise hold, but #BI isn't done; we still see a cut to 4.50% by year-end" buff.ly/dXdlmrp
October 23, 2025 at 8:08 AM
My latest for #PantheonMacro - "A surprise hold, but #BI isn't done; we still see a cut to 4.50% by year-end" buff.ly/dXdlmrp
Colleague Meekita's latest on #Malaysia - "#Malaysia's Q3 GDP surprisingly rises, thanks to extractives" buff.ly/3095CM4
October 20, 2025 at 8:14 AM
Colleague Meekita's latest on #Malaysia - "#Malaysia's Q3 GDP surprisingly rises, thanks to extractives" buff.ly/3095CM4
My latest for #PantheonMacro - "Fret more about #India's plummeting #US exports than its gold import leap" buff.ly/0lnxvXK
October 17, 2025 at 8:32 AM
My latest for #PantheonMacro - "Fret more about #India's plummeting #US exports than its gold import leap" buff.ly/0lnxvXK
My latest for #PantheonMacro - "Sub-4.0% average annual inflation in #India now on the cards for 2026" buff.ly/sv8D5V2
October 15, 2025 at 8:10 AM
My latest for #PantheonMacro - "Sub-4.0% average annual inflation in #India now on the cards for 2026" buff.ly/sv8D5V2
Colleague Meekita's latest for #PantheonMacro - "AI boom continues to support #Taiwan's exports, despite slight dip" buff.ly/Ajtn81t
October 13, 2025 at 8:34 AM
Colleague Meekita's latest for #PantheonMacro - "AI boom continues to support #Taiwan's exports, despite slight dip" buff.ly/Ajtn81t
My latest for #PantheonMacro - "A rude, if long overdue, awakening for the #BSP's talk of a "sweet spot"" buff.ly/gYrxddT
October 10, 2025 at 9:07 AM
My latest for #PantheonMacro - "A rude, if long overdue, awakening for the #BSP's talk of a "sweet spot"" buff.ly/gYrxddT
My latest for #PantheonMacro - "Six charts to highlight why the #BoT's surprise October hold is temporary" buff.ly/xqOhZVi
October 9, 2025 at 10:13 AM
My latest for #PantheonMacro - "Six charts to highlight why the #BoT's surprise October hold is temporary" buff.ly/xqOhZVi
My latest for #PantheonMacro - "#Philippine sales still sagging, but green shoots are emerging" buff.ly/Loy0uMk
October 8, 2025 at 9:09 AM
My latest for #PantheonMacro - "#Philippine sales still sagging, but green shoots are emerging" buff.ly/Loy0uMk
Nailed today's softer-than-expected CPI print in the #Philippines with our bottom-of-the-range 1.7% forecast for September. Don't think it's soft *enough*, though, to bring another #BSP rate cut into play this Thursday. (Screenshot via Bloomberg.)
#PantheonMacro
#PantheonMacro
October 7, 2025 at 11:11 AM
Nailed today's softer-than-expected CPI print in the #Philippines with our bottom-of-the-range 1.7% forecast for September. Don't think it's soft *enough*, though, to bring another #BSP rate cut into play this Thursday. (Screenshot via Bloomberg.)
#PantheonMacro
#PantheonMacro
My latest for #PantheonMacro - "Q3 could mark the turn in #Vietnam's GDP growth; mind overheating risk" buff.ly/AgF4bPY
October 7, 2025 at 7:49 AM
My latest for #PantheonMacro - "Q3 could mark the turn in #Vietnam's GDP growth; mind overheating risk" buff.ly/AgF4bPY
My latest for #PantheonMacro - "#RBI surveys say "what 50% tariff?"... momentum waning regardless" buff.ly/YgjUvLr
October 6, 2025 at 12:43 PM
My latest for #PantheonMacro - "#RBI surveys say "what 50% tariff?"... momentum waning regardless" buff.ly/YgjUvLr
My latest for #PantheonMacro - "Surprise leap in #Indonesia's surplus in August isn't worth celebrating" buff.ly/qdY6Aqg
October 3, 2025 at 11:35 AM
My latest for #PantheonMacro - "Surprise leap in #Indonesia's surplus in August isn't worth celebrating" buff.ly/qdY6Aqg