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
12 June 2019 Markets Having Cake and Eating it will be Caught out by the BoJ

Central bankers globally are full of market- appeasing but conditional statements.... More by Freya Beamish

Region: Asia   Publication:  Monitor Daily  Download

11 June 2019 A Sino-U.S. Deal would Curb China's Trade Surplus...But Only Temporarily

China's trade surplus bounced back strongly in May, rising to $40.1B on our adjustment, from $35.7B previously.... More by Freya Beamish

Region: Asia   Publication:  Monitor Daily  Download

10 June 2019 Governor Gang Hints at the Trade War Policy Path

In an interview with Bloomberg on Friday, PBoC Governor Yi Gang hinted at the intended policy if the trade war escalates.... More by Freya Beamish

Region: Asia   Publication:  Monitor Weekly  Download

7 June 2019 The RBI's Third Rate Cut is Overkill a U-Turn is Likely, Soon

The Monetary Policy Committee of the Reserve Bank of India voted yesterday to cut the benchmark repo rate by a further 25 basis points, to 5.75%, a nine-year low.... More by Freya Beamish

Region: Asia   Publication:  Monitor Daily  Download

6 June 2019 Japanese Tax Hike Delay now More Likely, Even with a Q1 GDP Upgrade

We are sticking to our call for a weak first half in Japan, despite likely upgrades to Q1 GDP on Monday.... More by Freya Beamish

Region: Asia   Publication:  Monitor Daily  Download

5 June 2019 India's Q1 GDP was a Big Miss, but a Knee Jerk Cut Would be Foolish

GDP growth in India slowed sharply in the first quarter of the year, as expected--see here--opening the door for the RBI to cut interest rates further at its policy announcement tomorrow.... More by Freya Beamish

Region: Asia   Publication:  Monitor Daily  Download

4 June 2019 The Official PMI has it Right Tariff hit has Derailed China's Trade Recovery

The Caixin manufacturing PMI was steady in May, at 50.2, in contrast to the official gauge published on Friday, which dropped to 49.5, from April's 50.2.... More by Freya Beamish

Region: Asia   Publication:  Monitor Daily  Download

3 June 2019 China's Faltering "Recovery" will Keep its Trade Negotiators Engaged

The sharp fall in China's manufacturing PMI in May makes clear that its recovery is nowhere near secured.... More by Freya Beamish

Region: Asia   Publication:  Monitor Weekly  Download

31 May 2019 Q&A on the Government Takeover of Baoshang Bank

Was this an isolated occurrence, connected to the graft investigation into Chinese billionaire Xiao Jianhua, and his financial conglomerate?... 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