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.

Please use the filters on the right to search for a specific date or topic.

  *May 2020 - Asia Chartbook*

China's Unsustainable V-Shaped Recovery...Japan's Q1 GDP Contraction Is Just A Taster...Korea's Grim April Exports Is A Warning Shot...India's Lockdown Will Kill Q2, Despite Relaxation... More by Freya Beamish

Region: Asia Publication: Datanotes [Download]

  ASIAN DATA WRAP 20 May 2020

The PBoC is standing firm for now, but adjustments will be needed; Japan's machinery orders are defying gravity; gravity always wins in the end... More by Freya Beamish

Region: Asia Publication: Datanotes [Download]

  20 May 2020 Two Session Signals will be Blurred, QE is Coming but to no Fanfare

The annual National People's Congress meeting of China's legislature will get underway at the end of this week, after delay due to the Covid outbreak.... More by Freya Beamish

Region: Asia Publication: Monitor Daily [Download]

  19 May 2020 Japan's Q1 Contraction was Just a Taster, the Q2 Hit will be Worse

Japan's economy contracted by 0.9% quarter-on- quarter in Q1, following a downwardly-revised 1.9% plunge in the previous quarter.... More by Freya Beamish

Region: Asia Publication: Monitor Daily [Download]

  18 May 2020 V-Shaped Recovery Over in China's Factories, Consumers Still Lagging

China's two-tier post-lockdown economic revival continued in April. Industrial production beat expectations easily, rising by 3.9% year-over-year, after slipping by 1.1% in March.... More by Freya Beamish

Region: Asia Publication: Monitor Weekly [Download]

  ASIAN DATA WRAP 15 May 2020

Chinese production surprises in April, as catch-up growth and inventory build continue; Disappointing sales headline in China masks respectable short-term trends; Recovery in secondary investment in China still lagged behind tertiary capex; PPI deflation has largely bottomed out, but don't expect a quick exit... More by Freya Beamish

Region: Asia Publication: Datanotes [Download]

  15 May 2020 Japan's H1 GDP will be Horrible, Spread of Damage is Less Certain

Japan's GDP likely dropped by 1.1% quarter- on-quarter in the first quarter, even from the favourable Q4 base, when it fell by 1.8%.... More by Freya Beamish

Region: Asia Publication: Monitor Daily [Download]

  ASIAN DATA WRAP 14 May 2020

BoJ programmes are propping up M2 growth; Japan's machine tool orders tumble will get worse before better... More by Freya Beamish

Region: Asia Publication: Datanotes [Download]

  14 May 2020 Korea's Stable Unemployment Rate Belies the Ongoing Virus Hit to Jobs

Korea's unemployment rate was unchanged in April, at 3.8%, beating even our below-consensus forecast for only a minor uptick, to 3.9%.... More by Freya Beamish

Region: Asia Publication: Monitor Daily [Download]

  ASIAN DATA WRAP 13 May 2020

Surprise stability in Korea's unemployment rate won't last. Risks to Japan's current account surplus are weighted to the downside... More by Freya Beamish

Region: Asia Publication: Datanotes [Download]

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Keywords for: Asia Documents

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