Pantheon Macroeconomics

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China+ Publications

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4 Mar 2021 Caixin Services PMI Overstates the February Pain

The Caixin services PMI fell to 51.5 in February, from 52.0 in January.

Freya Beamish (Chief Asia Economist)3rd Mar 2021 18:00China+

CHINA+ DATA WRAP 3.3.21

Caixin headline hides a highly bifurcated sector.

Freya Beamish (Chief Asia Economist)3rd Mar 2021 11:06China+

3 Mar 2021 China's Two Sessions, Qualitative Targets and Fiscal Tightening

3 Mar 2021 China's Two Sessions, Qualitative Targets and Fiscal Tightening

Freya Beamish (Chief Asia Economist)2nd Mar 2021 18:00China+

CHINA+ DATA WRAP 2.3.21

Japan's capex data points to Q4 GDP downgrade. Levitation in Korean manufacturing PMI continues, but not for long.

Freya Beamish (Chief Asia Economist)2nd Mar 2021 10:19China+

2 Mar 2021 China's February PMIs are Better than Billed, but are Softening

2 Mar 2021 China's February PMIs are Better than Billed, but are Softening

Freya Beamish (Chief Asia Economist)1st Mar 2021 18:10China+

PM Datanote: Official and Caixin Manufacturing PMI, China, February 2021

Official and Caixin Manufacturing PMI, China, February 2021

Peter Bennett1st Mar 2021 04:34China+

CHINA+ DATA WRAP 1.3.21

The PMIs don't fully account for Lunar New Year, especially the official versions; Chinese services bearing up reasonably well amid Covid restrictions; Korea exports hit by...

Peter Bennett1st Mar 2021 04:32China+

1 Mar 2021 Chinese Liquidity has a lot to Say About Where Oil Prices will End up

1 Mar 2021 Chinese Liquidity has a lot to Say About Where Oil Prices will End up

Freya Beamish (Chief Asia Economist)28th Feb 2021 18:10China+

CHINA+ DATA WRAP 26.2.21

Energy costs corrected in Tokyo

Freya Beamish (Chief Asia Economist)26th Feb 2021 10:00China+

26 Feb 2021 BoK Leaves Itself Space for a GDP Upgrade... and Normalisation

The BoK left the Base Rate unchanged at 0.50% for the intermeeting period, by a unanimous decision.

Freya Beamish (Chief Asia Economist)26th Feb 2021 03:01China+

26 Feb 2021 Lunar New Year saw a Huge Bifurcation in the Services Sector

Lunar New Year saw a Huge Bifurcation in the Services Sector

Freya Beamish (Chief Asia Economist)25th Feb 2021 18:00China+

*February 2021 - China+ Chartbook

The PBOC Has Made It's Point...Japan's GDP Is Holding Up...Korean Exports Are Surprisingly Strong

Peter Bennett25th Feb 2021 10:03China+

24 Feb 2021 Governor Lee Sounds Confident, and the Data Back him up

24 Feb 2021 Governor Lee Sounds Confident, and the Data Back him up

Freya Beamish (Chief Asia Economist)23rd Feb 2021 18:00China+

CHINA+ DATA WRAP 23.2.21

A bounce-back was warranted, but price gains will soon face headwinds.

Andres Abadia (Senior International Economist)23rd Feb 2021 09:09China+

23 February 2021 What are the Ripple Effects of the PBoC's Stage-One Tightening

What are the Ripple Effects of the PBoC's Stage-One Tightening

Freya Beamish (Chief Asia Economist)22nd Feb 2021 07:16China+

PANTHEON CHINA+ DATA WRAP 22.2.21

In one line: The Bank is re-anchoring markets at the reverse repo rate; Korean exports continue to defy Covid blues 

Peter Bennett22nd Feb 2021 03:25China+

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