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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  • Type: Economic Monitor
  27 Feb 2020 Yesterday's Measures from China Help Avert Full-Blown Debt Crisis

Yesterday's State Council meeting significantly expanded support to the economy, through a number of channels.... More by Freya Beamish

Region: Asia Publication: Monitor Daily [Download]

  26 Feb 2020 Time for a Further Downgrade of Chinese Q1 GDP

In our Webinar--see here--we laid out scenarios for Chinese GDP in Q1 and for this year.... More by Freya Beamish

Region: Asia Publication: Monitor Daily [Download]

  25 Feb 2020 Don't Expect the BoK to Jump the Gun with Counter-Virus Stimulus

The Monetary Policy Board of the Bank of Korea is likely to keep its benchmark base rate unchanged, at 1.25%, at its meeting this week.... More by Freya Beamish

Region: Asia Publication: Monitor Daily [Download]

  24 Feb 2020 Covid-19 Takes out Hope of Japan's Q1 Recovery, PMIs Show

Japan's January PMIs sent a clear signal that the virus impact is not to be underestimated. The manufacturing PMI fell to 47.6 in February, from 48.8 in January, contrasting sharply with the rising headlines of last week's batch of European PMIs.... More by Freya Beamish

Region: Asia Publication: Monitor Weekly [Download]

  21 Feb 2020 China Credit Numbers are not Bad, but Pre-date Covid-19

Once again, Chinese January data released so far suggest that the Phase One trade deal was the dominant factor dictating activity for the first two- thirds of the month, with the virus becoming a real consideration only in the last third.... More by Freya Beamish

Region: Asia Publication: Monitor Daily [Download]

  20 Feb 2020 What China's Doing about the Labour Market & Bankruptcy Threat

Wednesday's State Council meeting implies that the authorities are starting to take more serious coordinated fiscal measures to counter the virus threat to the labour market and to banks.... More by Freya Beamish

Region: Asia Publication: Monitor Daily [Download]

  19 Feb 2020 India's Slowdown is Over, GDP Growth Likely Rebounded in Q4

India's industrial production data last week are the last set of key economic indicators for the fourth quarter, before next week's Q4 GDP report.... More by Freya Beamish

Region: Asia Publication: Monitor Daily [Download]

  18 Feb 2020 Q4 was an Abrupt End to Japan's early 2019 Mirage

We've continuously warned that Japan's national accounts weren't sitting easily with the underlying signals from survey data, and monetary conditions, through last year.... More by Freya Beamish

Region: Asia Publication: Monitor Daily [Download]

  17 Feb 2020 Examining the Virus Hit to China's Economy Using Unorthodox Data

Data on air quality in China provide some useful insights into the economic disruptions--or lack thereof--caused by the outbreak of the coronavirus from Wuhan and the government's aggressive containment measures.... More by Freya Beamish

Region: Asia Publication: Monitor Weekly [Download]

  14 Feb 2020 Japan's Q4 GDP Likely Plunged, Covid-19 Spells Recession

Japan's GDP likely dropped by a huge 0.9% quarter-on-quarter in Q4, after the 0.5% increase in Q3, with risks skewed firmly to the downside.... More by Freya Beamish

Region: Asia Publication: Monitor Daily [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