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
24 January 2019 What's Brewing Under the Surface of the BoJ's Nonchalance

We suspect that under the calm surface of the BoJ, a major decision is being debated.... More by Freya Beamish

Region: Asia   Publication:  Monitor Daily  Download

23 January 2019 Ignore Korea's Consensus-Beating Q4 GDP Print it's not Sustainable

Korea's preliminary Q4 GDP report was stronger than nearly all forecasters, including ourselves, expected.... More by Freya Beamish

Region: Asia   Publication:  Monitor Daily  Download

22 January 2019 Chinese GDP Growth was Much Weaker than the Headlines Suggest

Chinese GDP numbers always require a great deal of detective work, and yesterday's needed more than the norm; multiple rounds of revisions needed decoding.... More by Freya Beamish

Region: Asia   Publication:  Monitor Daily  Download

21 January 2019 Governor Kuroda is at the Last Chance Saloon, Q2 is it

Forecasting BoJ policy for this year is trickier than it has been in a long time.... More by Freya Beamish

Region: Asia   Publication:  Monitor Weekly  Download

18 January 2019 India will Shrug Off the INR Shock, but the Ghost of 2016 is Hovering

Data over the past week give a near-complete picture of how India's economy fared in the fourth quarter.... More by Freya Beamish

Region: Asia   Publication:  Monitor Daily  Download

17 January 2019 Special report: How Bad is China's Bad Debt, and can the Government Still Manage it?

In our daily Monitors we've talked about the four paths that we see for the Chinese economy over the medium-to-long term. First, China could make history and actively transition to private consumption-led growth.... More by Freya Beamish

Region: Asia   Publication:  Monitor Daily  Download

17 January 2019 Chinese GDP Growth Likely Remained Weak in Q4

China's GDP data--to be published on Monday-- are likely to report that growth slowed to 1.4% quarter-on-quarter in Q4, from 1.6% in Q3. A 1.4% increase would match the series low of Q1 2016.... More by Freya Beamish

Region: Asia   Publication:  Monitor Daily  Download

16 January 2019 China's Tax Cuts will Help, but the Recovery will Remain Illusive

The Chinese authorities have been out in force in the last few days, aiming to reassure markets and the populace that they are ready and able to support the economy, after abysmal trade data on Monday.... More by Freya Beamish

Region: Asia   Publication:  Monitor Daily  Download

15 January 2019 China's Trade Data will get Nastier but Expect a V-Shaped Recovery

China's December foreign trade numbers were unpleasant, with both exports and imports falling year-over-year, after rising, albeit slowly in November.... More by Freya Beamish

Region: Asia   Publication:  Monitor Daily  Download

14 January 2019 Japan's Current Account Surplus Won't Keep Falling Korea's Will

Japan's unadjusted current account surplus fell sharply in November, to ¥757B, from ¥1,310B in October.... More by Freya Beamish

Region: Asia   Publication:  Monitor Weekly  Download

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