Pantheon Macroeconomics

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China+ Publications

Below is a full list of our China Publications.

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*January 2021 - China+ Chartbook

The Headlines Overstate China's Q4 Strength...Covid Response Was No Abenomics Re-Run...The Jury Is Still Out On Korean Exports

Peter Bennett20th Jan 2021 08:23China+

*December 2020 - Asia Chartbook*

China's 2021 Recovery Is Secure...Japan's Covid Struggle Is Far From Over...Korean Exports Have Yet To Flinch...Don't Extrapolate From India's Q3 Rebound

Freya Beamish (Chief Asia Economist)11th Dec 2020 08:39China+

*November 2020 - Asia Chartbook*

A Quiet End To The Year For Chinese Industry...Jaoan Isn't Immune To A Third Wave Of Covid-19...Watch For A Capex Correction In Korea...The RBI Will Resume Easing Next Year

Freya Beamish (Chief Asia Economist)17th Nov 2020 11:00China+

*October 2020 - Asia Chartbook*

Is China's Recovery Hitting A Ceiling? Japan's Q3 Bounce Was The Easy Part...Expect A Double-Dip In Korean Consumption...India Isn't Out Of The Covid-19 Woods

Freya Beamish (Chief Asia Economist)23rd Oct 2020 10:00China+

*September 2020 - Asia Chartbook*

Too Soon For China To Claim A Full Recovery...A Tough Start For Japan's New Prime Minister...The Recovery In Korean Exports Is Holding Up, Just...Still No Let-Up In...

Freya Beamish (Chief Asia Economist)21st Sep 2020 04:45China+

*August 2020 - Asia Chartbook*

China's Narrow Q3 Bounce Is Warning...Abe's Second Wave Gamble Has Paid Off...But Korea Is Now In The Thick Of It...The RBI Will Resume Easing In October

Freya Beamish (Chief Asia Economist)26th Aug 2020 09:33China+

20 July 2020 Is the Bank of Korea's Easing Cycle Over? Not Quite

The Monetary Policy Board of the Bank of Korea voted unanimously last week to keep the benchmark base rate unchanged, at 0.50%.

Miguel Chanco (Senior Asia Economist)19th Jul 2020 19:10China+

*July 2020 - Asia Chartbook*

China's Recovery Will Lose Steam In H2...Tokyo's Second Wave Is Unlike The First, Good...A Capex Correction In Korea Is Imminent...India Is Making Life Harder For Itself

Freya Beamish (Chief Asia Economist)17th Jul 2020 10:22China+

*June 2020 - Asia Chartbook*

Punchy Q2 Implies A Quieter Q3 In China...Expect A Quieter Secord Half For The BOJ...Korean Exports Look Poised To Turn The Corner..No Bullet Was Dodged In India; Unlock 1.0 Is...

Freya Beamish (Chief Asia Economist)18th Jun 2020 03:45China+

*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...

Freya Beamish (Chief Asia Economist)20th May 2020 06:59China+

*April 2020 - Asia Chartbook*

China's Growing Demand-Supply Mismatch...Three Straight Quarters Of Contraction In Japan...Covid Defeated, But Korea's Economic Hit Isn't Over...An H1 Recession In...

Freya Beamish (Chief Asia Economist)29th Apr 2020 09:54China+

15 Apr 2020 China's Import Outperformance Likely Reflects Early Q1 Strength

China's unadjusted March trade balance rebounded to a surplus of $20B, from a combined deficit of -$7B in the first two months of the year.

Freya Beamish (Chief Asia Economist)14th Apr 2020 19:10China+

14 Apr 2020 Much Better Money Data from China... Better Late than Never

We're doing a wrap-up of the data that were released last week while we were away, and the Chinese numbers were both a hit and a miss.

Freya Beamish (Chief Asia Economist)13th Apr 2020 19:10China+

*March 2020 - Asia Chartbook*

Activity Data Confirm China's Nightmare Q1...Japan In For A Full-Year Contraction...Korea Should Be Able To Avoid A Technical Recession....India's Policymakers Are...

Freya Beamish (Chief Asia Economist)24th Mar 2020 13:00China+

23 Mar 2020 Japan's Threat to Global Financial Markets in this Massive Real Shock

The Covid-19 shock to the real economy in China, and now the world, is colossal. Asia is leading the downturn, both because the outbreak started in China, but also because of its...

Freya Beamish (Chief Asia Economist)22nd Mar 2020 19:10China+

20 Mar 2020 Health Check for the Rest of Asia... Downgrades for Korea and India

Brace yourselves; GDP growth forecasts are being slashed left and right, as our colleagues take stock of the economic damage Covid-19 likely will inflict in the U.S. and across...

Freya Beamish (Chief Asia Economist)19th Mar 2020 19:10China+

18 Mar 2020 Further Downgrades of our Japan GDP Forecasts

China's data on Monday were beyond dire, leading to a dramatic downward revision of our already grim Q1 GDP forecasts for the country.

Freya Beamish (Chief Asia Economist)17th Mar 2020 19:10China+

13 Mar 2020 Lift from Anti-Covid Jobs in Korea won't Last, the BoK will Cut in April

The effects of Covid-19--both negative and positive--on Korea's labour market certainly were felt in February.

Freya Beamish (Chief Asia Economist)12th Mar 2020 19:10China+

12 Mar 2020 China's Money and Credit Data Show No Room for Complacency

China's money and credit data for February were reassuring, at least when compared with the doomsday scenario painted, so far, by other key indicators for last month.

Freya Beamish (Chief Asia Economist)11th Mar 2020 19:10China+

11 Mar 2020 Chinese PPI Deflation is Back, But Should Disappear by Q4

Collapsing oil prices add fresh deflationary pressure on China.

Freya Beamish (Chief Asia Economist)10th Mar 2020 19:10China+

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