Pantheon Macroeconomics - Asia Document Vault

Asia Documents
Asia Document Vault

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Asia Publications

Below is a full list of our Asia Publications.

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  2 July 2020 A Few Silver Linings in Japan's Otherwise Grim Q2 Tankan Survey

Japan's Tankan survey for Q2 was unsurprisingly grim, given the devastation caused by the near- global lockdown in the first half of the quarter, and the nationwide state of emergency that enveloped April and May.... More by Miguel Chanco

Region: Asia Publication: Monitor Daily [Download]

  Asia Datanote Exports, Korea, June 2020

In one line: Expect a bumpy recovery in Q3... More by Freya Beamish

Region: Asia Publication: Datanotes [Download]

  Asia Datanote Caixin Manufacturing PMI, China, June 2020

In one line: Private manufacturers continue to play catch-up... More by Freya Beamish

Region: Asia Publication: Datanotes [Download]

  ASIAN DATA WRAP 1 July 2020

Tankan suggests downside risks to our -6% y/y Q2 GDP forecast. Private manufacturers in China continue to play catch-up. Expect a bumpy recovery for Korean exports in Q3. Korean business sentiment is finally recovering.... More by Freya Beamish

Region: Asia Publication: Datanotes [Download]

  1 July 2020 It's Official... Risks of Covid Clusters Don't Jeopardise China's Recovery

China's economy looks to have shrugged off the supposed "second wave" of Covid-19, sparked by a cluster in Beijing's largest wholesale market for fruit and veg, looking at June's PMIs.... More by Miguel Chanco

Region: Asia Publication: Monitor Daily [Download]

  Asia Datanote Manufacturing PMI, China, June 2020

In one line: Powering through Beijing's partial lockdown... More by Freya Beamish

Region: Asia Publication: Datanotes [Download]

  ASIAN DATA WRAP 30 June 2020

Chinese manufacturing powers through Beijing's partial lockdown. The hot construction sector in China took a small breather in June. Unemployment in Japan is on track to breach the 3% mark for the first time since 2017. No immediate relief for Japanese industry from the withdrawal of the state of emergency. There is light at the end of the tunnel for the downturn in Korean industry.... More by Freya Beamish

Region: Asia Publication: Datanotes [Download]

  30 June 2020 Spending in Japan is Stabilising, a Proper Recovery is a Long Way Off

Retail sales in Japan rose modestly in May, after collapsing in March and April, as the government tried to put a lid on the country's Covid-19 outbreak.... More by Miguel Chanco

Region: Asia Publication: Monitor Daily [Download]

  ASIAN DATA WRAP 29 June 2020

Commodity-price pressures dampen Chinese profits' return to growth, Retail sales in Japan recover only modestly in May... More by Freya Beamish

Region: Asia Publication: Datanotes [Download]

  29 June 2020 Korea's Rekindling Housing Market Should Keep the BoK Disciplined

Korea's government is mulling a further tightening of borrowing rules to mitigate the risks of an overheated property market.... More by Miguel Chanco

Region: Asia Publication: Monitor Weekly [Download]

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Asia Document Vault, pantheon macroeconomics, pantheon, macroeconomic, macroeconomics, independent analysis, independent macroeconomic research, independent, analysis, research, economic intelligence, economy, economic, economics, economists, , Ian Shepherdson, financial market, macro research, independent macro research