Pantheon Macroeconomics

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China+ Publications

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6 Jan 2020 China's Hukou Reforms, Useful but no Substitute for Looser Money

Late last year, China said it would scrap residency restrictions for cities with populations less than three million, while the rules for those of three-to-five million will be...

Freya Beamish (Chief Asia Economist)5th Jan 2020 19:10China+

10 Sept 2019 China's Trade Story Looks Better, but is Still Weak, in Real Terms

China's August foreign trade data were nasty, on the face of it, with exports falling 1.0% year-over- year, after the 3.3% increase in July.

Freya Beamish (Chief Asia Economist)9th Sep 2019 20:10China+

9 May 2019 China's Imports are U-Turning, but Exports Still Face Major Headwinds

China's trade surplus collapsed unexpectedly in April, to $13.8B, from a trivially-revised $32.4B in March.

Freya Beamish (Chief Asia Economist)8th May 2019 17:20China+

9 November 2018 Ignore the Headlines the Tariffs are Starting to Hit China's Trade Flows

China's official, unadjusted trade data for October grabbed the headlines, as they look great at first glance.

Freya Beamish (Chief Asia Economist)8th Nov 2018 19:10China+

11 September 2018 The Trade Wars are Neutral in China's Trade Surplus, so far

At the time of writing, Mr. Trump reportedly is finalising plans to impose tariffs of up to 25% on a further $200B of imports from China.

Freya Beamish (Chief Asia Economist)10th Sep 2018 20:10China+

19 June 2018 A Trade War of Attrition Looks Likely, but the Damage for now is Minimal

On the face of it, trade negotiations have deteriorated in the last week.

Freya Beamish (Chief Asia Economist)18th Jun 2018 18:10China+

5 April 2018 China No Longer Idly Waiting for Trade War

China hit back against the Trump-administration tariffs yesterday, targeting Mr. Trump's electorate.

Freya Beamish (Chief Asia Economist)4th Apr 2018 17:30China+

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