Pantheon Macroeconomics

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Asia Publications

Below is a full list of our Asia Publications.

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Miguel Chanco (Senior Asia Economist)

Asia Economic Outlook H1 2021

Asia Economic Outlook H1 2021

Miguel Chanco (Senior Asia Economist)5th Jan 2021 09:35Asia

ASIAN DATA WRAP 4th January 2021

The Caixin manufacturing PMI was due a correction; Korea's manufacturing PMI looks exposed to correction

Miguel Chanco (Senior Asia Economist)4th Jan 2021 05:41Asia

5 Jan 2021 Caixin PMI Implies China's Small Firms Due a Further Correction

Caixin PMI Implies China's Small Firms Due a Further Correction

Miguel Chanco (Senior Asia Economist)24th Dec 2020 07:34Asia

4 Jan 2021 China PMI Gives Early Warning on Producer and Services Prices

China's official manufacturing PMI was little changed, at 51.9 in December, compared with 52.1 in November.

Miguel Chanco (Senior Asia Economist)24th Dec 2020 07:32Asia

24 Dec 2020 Is China Santa or the Grinch in the Global Inflation Outlook

China plays a pivotal role in the global inflation outlook.

Miguel Chanco (Senior Asia Economist)23rd Dec 2020 19:10Asia

23 Dec 2020 The Covid State of Play in Asia... Good for EMs, Bad for DMs

For some of Asia's giants, this year's Covid-19 woes are unlikely to get any better when the clock strikes 12 on New Year's Eve.

Miguel Chanco (Senior Asia Economist)22nd Dec 2020 19:10Asia

ASIAN DATA WRAP 22nd December 2020

Time is running out for PPI deflation in Korea

Miguel Chanco (Senior Asia Economist)22nd Dec 2020 04:34Asia

22 Dec 2020 The PBoC is Comfortable with its Policy Settings

The PBoC is rounding out 2020 remaining neutral in interbank markets.

Miguel Chanco (Senior Asia Economist)21st Dec 2020 19:10Asia

ASIAN DATA WRAP 21st December 2020

The PBoC is happy with where rates are; Covid is starting to rear its ugly head again in Korean exports

Miguel Chanco (Senior Asia Economist)21st Dec 2020 04:30Asia

21 Dec 2020 The BoJ Extends its Covid Support, the "Review" Won't Change Much

The Bank of Japan kept its main policy settings unchanged on Friday, as widely expected. But the Policy Board voted unanimously to extend the duration of the Bank's Covid-19...

Miguel Chanco (Senior Asia Economist)20th Dec 2020 19:10Asia

ASIAN DATA WRAP 18th December 2020

The BoJ extends the duration of its Covid insurance policy, with the third wave worsening. CPI deflation in Japan should soon bottom-out.

Miguel Chanco (Senior Asia Economist)18th Dec 2020 11:49Asia

18 Dec 2020 An All-Encompassing Period of Disinflation is Afoot in India

CPI inflation in India slowed faster than expected in November, dropping to 6.9%, from the nine-month high of 7.6% in October.

Miguel Chanco (Senior Asia Economist)17th Dec 2020 19:10Asia

ASIAN DATA WRAP 16th December 2020

Japan's PMIs confirm that Q4 will be a write-off; Japanese exports are starting to feel the renewed squeeze from Covid; The calm before another storm in Korea's labour...

Miguel Chanco (Senior Asia Economist)16th Dec 2020 05:22Asia

16 Dec 2020 China's Q4 Recovery has Wavered Only Slightly, Thanks to Consumers

Industrial production growth in China has peaked, notwithstanding the likely spike in Q1, when the base effects kick in from the Covid- induced shutdowns earlier this year.

Miguel Chanco (Senior Asia Economist)15th Dec 2020 17:20Asia

ASIAN DATA WRAP 15th December 2020

The firmer monthly rise in Chinese production is questionable; Deepening retail price deflation in China masks punchy Singles' Day boost to sales; The catch-up in...

Miguel Chanco (Senior Asia Economist)15th Dec 2020 04:29Asia

15 Dec 2020 Japan's Punchy Tankan Likely Overstates the Actual Q4 Recovery

Business sentiment in Japan continues to recover in the current quarter, with the main Tankan indices surprising to the upside.

Miguel Chanco (Senior Asia Economist)14th Dec 2020 19:10Asia

ASIAN DATA WRAP 14th December 2020

Signs of stability in Chinese home price growth, but don't count on a swift recovery; Still expect a big moderation in Q4 GDP growth in Japan, despite the Tankan surprise;...

Miguel Chanco (Senior Asia Economist)14th Dec 2020 04:50Asia

14 Dec 2020 Where are the Potential Surprises in Asia at the Turn of the Year?

As we head into 2021, a number of potential surprises--both positive and negative--could throw our full-year forecasts for Asia out of whack early in the year.

Miguel Chanco (Senior Asia Economist)13th Dec 2020 19:10Asia

11 Dec 2020 China's Money Data Show no Real Cracks in the 2021 Recovery Story

China's latest money and credit data continue to reassure the PBoC that its job to secure the economy's recovery is done.

Miguel Chanco (Senior Asia Economist)10th Dec 2020 19:10Asia

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