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
6 Sept 2019 China Signals Stimulus Top-ups are on the Way

A growing number of economists have marked down their forecasts for Chinese growth next year to below the critical 6% year-over-year rate, required to ensure that the authorities meet their implicit medium- term growth targets.... More by Freya Beamish

Region: Asia   Publication:  Monitor Daily  Download

5 Sept 2019 Japan's Q2 GDP is set for a Minor Downgrade Clouds on the Horizon

We've been surprised by the fast rate of Japanese GDP growth in the first half, though the Q1 pop merely was due to a plunge in imports.... More by Freya Beamish

Region: Asia   Publication:  Monitor Daily  Download

4 Sept 2019 A Japanese Stimulus Package is on its Way, but not a Rate Cut

The BoJ has no good options, and its leeway for changes to existing policy instruments is limited.... More by Freya Beamish

Region: Asia   Publication:  Monitor Daily  Download

3 Sept 2019 China's Policymakers Hold Their Breath as Recovery Takes its Time

China's PMIs show no sign of a recovery yet, but the authorities are sticking to the playbook; they've done the bulk of the stimulus and are waiting for the effects to kick in, but are recognising that they need to make some adjustments.... More by Freya Beamish

Region: Asia   Publication:  Monitor Weekly  Download

2 Sept 2019 Japan's Consumption Story is on Thin Ice, even if Front-Loading Helps

The Japanese government's plan to smooth out the consumption cliff-edge generated by October's sales tax hike is either going too well, or consumers now are facing fundamental headwinds.... More by Freya Beamish

Region: Asia   Publication:  Monitor Weekly  Download

30 Aug 2019 Trade Spats are Starting to Hurt Business Sentiment in Korea

The recent spate of manufacturing business survey indices from Korea show that sentiment is deteriorating in the wake of its trade spat with Japan and the re-intensification of U.S.-China tensions.... More by Freya Beamish

Region: Asia   Publication:  Monitor Daily  Download

29 Aug 2019 Hong Kong It's not Just the Economy, Stupid

Concern over individual freedoms was the spark for Hong Kong's recent demonstrations and troubles, and protesters' demands continue to be political in nature.... More by Freya Beamish

Region: Asia   Publication:  Monitor Daily  Download

28 Aug 2019 China's Talk of Austerity Faces H2 Hurdles but it isn't Merely Rhetoric

China's finance minister Liu Kun provided his report on China's current fiscal situation to the legislature last Friday.... More by Freya Beamish

Region: Asia   Publication:  Monitor Daily  Download

27 Aug 2019 India Growth Worries are Overblown... Expect a Q2 Rebound

India's GDP report for the second quarter, due on Friday, is likely to show a decent rebound in growth from the first quarter.... More by Freya Beamish

Region: Asia   Publication:  Monitor Weekly  Download

23 Aug 2019 Japan's Services PMI Spike Points to a Punchy Q3... Before Q4 Payback

Japan's flash PMI numbers for August were a mixed bag.... 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