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 - "Even 5% GDP growth this year now looks unlikely for the #Philippines" www.pantheonmacro.com/documents/em...
January 30, 2026 at 11:03 AM
My latest for #PantheonMacro - "Even 5% GDP growth this year now looks unlikely for the #Philippines" www.pantheonmacro.com/documents/em...
Yup:
economictimes.indiatimes.com/news/economy.... A nice quiet year, until folks start panicking about potential rate hikes.
#India
economictimes.indiatimes.com/news/economy.... A nice quiet year, until folks start panicking about potential rate hikes.
#India
RBI MPC 2026: Central Bank to keep interest rates steady at 5.25% throughout the year, says Reuters poll
The Reserve Bank of India will maintain its key interest rate at 5.25% until 2026. Economists polled by Reuters expect the central bank to hold steady. This decision comes as the RBI assesses previous...
economictimes.indiatimes.com
January 29, 2026 at 11:10 AM
Yup:
economictimes.indiatimes.com/news/economy.... A nice quiet year, until folks start panicking about potential rate hikes.
#India
economictimes.indiatimes.com/news/economy.... A nice quiet year, until folks start panicking about potential rate hikes.
#India
My latest for #PantheonMacro - "#India's strong, but narrow, Dec. IP; EU FTA an insurance policy" buff.ly/oRw2fhY
January 29, 2026 at 11:05 AM
My latest for #PantheonMacro - "#India's strong, but narrow, Dec. IP; EU FTA an insurance policy" buff.ly/oRw2fhY
To be fair to the nephew, the headline should focus more on his suggestion that he wants the "burden sharing" agreement stopped: www.thejakartapost.com/business/202.... And his "pro-growth" position is basically in sync with the Board's view.
#Indonesia
#Indonesia
BI appointee Tommy suggests pro-growth stance in monetary policy - Economy - The Jakarta Post
Incoming Bank Indonesia (BI) deputy governor Thomas “Tommy” Djiwandono has suggested ending the so-called burden-sharing scheme between the government and the central bank but wants to harmonize fisca...
www.thejakartapost.com
January 28, 2026 at 6:48 AM
To be fair to the nephew, the headline should focus more on his suggestion that he wants the "burden sharing" agreement stopped: www.thejakartapost.com/business/202.... And his "pro-growth" position is basically in sync with the Board's view.
#Indonesia
#Indonesia
Someone's jealous: economictimes.indiatimes.com/news/economy....
On a more serious point, perfect timing this deal with the #EU, as #India has been losing some GSP benefits over the past few years.
On a more serious point, perfect timing this deal with the #EU, as #India has been losing some GSP benefits over the past few years.
India comes out on top in EU trade pact, says US trade chief Greer
India has secured a significant advantage in its new free trade agreement with the European Union. US Trade Representative Jamieson Greer highlighted India's increased market access to Europe. The dea...
economictimes.indiatimes.com
January 28, 2026 at 6:44 AM
Someone's jealous: economictimes.indiatimes.com/news/economy....
On a more serious point, perfect timing this deal with the #EU, as #India has been losing some GSP benefits over the past few years.
On a more serious point, perfect timing this deal with the #EU, as #India has been losing some GSP benefits over the past few years.
My latest for #PantheonMacro - "DM shining on more fronts, but Q4 still soft for Thai exports" www.pantheonmacro.com/documents/em...
January 27, 2026 at 11:31 AM
My latest for #PantheonMacro - "DM shining on more fronts, but Q4 still soft for Thai exports" www.pantheonmacro.com/documents/em...
Punchy: www.bangkokpost.com/business/gen.... Much will depend on how the elections go next month.
#Thailand
#Thailand
Thai Finance Ministry maintains 2026 growth forecast at 2.0%
Thailand's economy is expected to grow 2.0% this year, the ‌Finance Ministry reported on Tuesday, maintaining its previous forecast.
www.bangkokpost.com
January 27, 2026 at 7:43 AM
Punchy: www.bangkokpost.com/business/gen.... Much will depend on how the elections go next month.
#Thailand
#Thailand
Credit where credit is due; congrats to both #India and the #EU: economictimes.indiatimes.com/news/economy...
‘Mother of all deals’ sealed: India-EU pact to reshape trade, says Modi
India and the European Union have signed a major free trade agreement. Prime Minister Narendra Modi called it the "mother of all deals." This pact represents a significant portion of global GDP and tr...
economictimes.indiatimes.com
January 27, 2026 at 7:38 AM
Credit where credit is due; congrats to both #India and the #EU: economictimes.indiatimes.com/news/economy...
My latest for #PantheonMacro - "January sees a solid, if overdue, bounce in #India's PMIs; and that's all" buff.ly/BDXNUQs
January 26, 2026 at 10:13 AM
My latest for #PantheonMacro - "January sees a solid, if overdue, bounce in #India's PMIs; and that's all" buff.ly/BDXNUQs
Look, it sounds really good on paper, but I've yet to see any impact on the actual growth numbers: jakartaglobe.id/business/dan...
#Indonesia
#Indonesia
Danantara Could Add Lasting Boost to Economy, Indef Says
Danantara could give a lasting boost to Indonesia’s economy by lifting productivity and long-term capital formation, Indef said.
jakartaglobe.id
January 26, 2026 at 6:25 AM
Look, it sounds really good on paper, but I've yet to see any impact on the actual growth numbers: jakartaglobe.id/business/dan...
#Indonesia
#Indonesia
Worthwhile to do so long-term, even if there was no explicit pressure from the #US: www.bangkokpost.com/business/gen...
#Thailand
#Thailand
Customs seeks to tighten export rules in crackdown on origin loopholes
The Customs Department wants to tighten local content criteria for goods produced in free zones to prevent the misuse of Thai origin privileges for exports to the US.
www.bangkokpost.com
January 23, 2026 at 10:30 AM
Worthwhile to do so long-term, even if there was no explicit pressure from the #US: www.bangkokpost.com/business/gen...
#Thailand
#Thailand
Heartening to see a big-ish leader in the EM world pursuing and pushing for free(er) trade: jakartaglobe.id/business/pra...
#Indonesia
#Indonesia
Prabowo Wants ‘Win-Win’ Trade As Indonesia Keeps Signing New Deals
Prabowo is the first Indonesian president to address the annual WEF forum since 2011, and he is pushing for a "win-win" trade.
jakartaglobe.id
January 23, 2026 at 10:26 AM
Heartening to see a big-ish leader in the EM world pursuing and pushing for free(er) trade: jakartaglobe.id/business/pra...
#Indonesia
#Indonesia
My colleague, Meekita's, latest for #PantheonMacro - "Q4 GDP, the latest export data and disinflation lift #BNM's spirits" www.pantheonmacro.com/documents/em...
January 23, 2026 at 10:18 AM
My colleague, Meekita's, latest for #PantheonMacro - "Q4 GDP, the latest export data and disinflation lift #BNM's spirits" www.pantheonmacro.com/documents/em...
My latest for #PantheonMacro - "Expect a quiet year for #BI rate action; independence worries overblown" buff.ly/p4c1Zmj
January 22, 2026 at 9:27 AM
My latest for #PantheonMacro - "Expect a quiet year for #BI rate action; independence worries overblown" buff.ly/p4c1Zmj
All parties - across the board - have to give up this co-payment strat: www.bangkokpost.com/thailand/pol.... Households in #Thailand need long-term support, not the kind of one-off giveaways we've seen once or twice a year in recent years.
Bhumjaithai savages Pheu Thai co-payment plan
Pheu Thai's launch of its new co-payment policy, branded "More Than Plus 70:30", has drawn sharp criticism from its chief rival, the Bhumjaithai (BJT) Party, which has questioned the feasibility and e...
www.bangkokpost.com
January 22, 2026 at 6:36 AM
All parties - across the board - have to give up this co-payment strat: www.bangkokpost.com/thailand/pol.... Households in #Thailand need long-term support, not the kind of one-off giveaways we've seen once or twice a year in recent years.
"This budget will, therefore, perhaps matter less for numbers and more for the direction it provides." (economictimes.indiatimes.com/news/economy...)
Fair statement, as #India's entering a new era with a new fiscal anchor (debt).
Fair statement, as #India's entering a new era with a new fiscal anchor (debt).
New year, new challenges & a retest of macro resilience set the backdrop to Budget 2026
Union Budget: After a volatile 2025 marked by geopolitical tensions, trade disruptions and capital flow shifts, the economy is looking to the upcoming budget to support growth, maintain fiscal discipl...
economictimes.indiatimes.com
January 22, 2026 at 6:27 AM
"This budget will, therefore, perhaps matter less for numbers and more for the direction it provides." (economictimes.indiatimes.com/news/economy...)
Fair statement, as #India's entering a new era with a new fiscal anchor (debt).
Fair statement, as #India's entering a new era with a new fiscal anchor (debt).
Not sure what this nomination has to do with the 3% legal limit for the budget deficit: www.thejakartapost.com/business/202.... But. Okay. Newspaper pages need to be filled.
#Indonesia
#Indonesia
Govt pledges central bank independence as rupiah hits record low - Economy - The Jakarta Post
Foreign investors sold a net roughly $6.4 billion worth of Indonesian government bonds in 2025, adding to the pressure on the currency.
www.thejakartapost.com
January 21, 2026 at 11:03 AM
Not sure what this nomination has to do with the 3% legal limit for the budget deficit: www.thejakartapost.com/business/202.... But. Okay. Newspaper pages need to be filled.
#Indonesia
#Indonesia
My colleague, Meekita's, latest for #PantheonMacro - "AI boom continues to boost #Malaysia's electronics" buff.ly/hJnJFiI
January 21, 2026 at 10:58 AM
My colleague, Meekita's, latest for #PantheonMacro - "AI boom continues to boost #Malaysia's electronics" buff.ly/hJnJFiI
Yup, and the #IMF's mid-5% projections are probably still too optimistic: business.inquirer.net/569528/imf-s....
#Philippines
#Philippines
IMF sees sub-6% growth for the Philippines through 2027
A participant stands near a logo of IMF at the International Monetary Fund - World Bank Annual Meeting. REUTERS/Johannes P. Christo
MANILA, Philippines — The Philippines is unlikely to post
business.inquirer.net
January 20, 2026 at 6:16 AM
Yup, and the #IMF's mid-5% projections are probably still too optimistic: business.inquirer.net/569528/imf-s....
#Philippines
#Philippines