Pantheon Macroeconomics

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Asia Publications

Below is a full list of our Asia Publications.

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Fiscal Policy

14 Jan 2021 China's December Money and Credit Numbers are Worrisome

China's December Money and Credit Numbers are Worrisome

Freya Beamish (Chief Asia Economist)13th Jan 2021 19:00Asia

12 Jan 2021 Services Inflation is About to Stage a Recovery, Repairing Margins

Services Inflation is About to Stage a Recovery, Repairing Margins

Freya Beamish (Chief Asia Economist)11th Jan 2021 19:10Asia

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

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

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

10 Dec 2020 The PBoC Never Cared much about Food Prices... this Won't Change

CPI inflation in China has fallen below zero for the first time since 2009, but we highly doubt that this will spook the PBoC.

Miguel Chanco (Senior Asia Economist)9th Dec 2020 19:10Asia

7 Dec 2020 Did the RBI Just Pour Cold Water on a February Rate Cut?

The Monetary Policy Committee of the Reserve Bank of India voted unanimously to keep the benchmark repo rate unchanged, at 4.00%, for a third straight meeting, as widely expected.

Miguel Chanco (Senior Asia Economist)6th Dec 2020 19:10Asia

1 Dec 2020 More Questions than Answers after India's Hefty Q3 GDP Rebound

India's GDP report for the third quarter surprised to the upside, with the year-over-year contraction moderating significantly to -7.5%, from -23.9% in Q2.

Miguel Chanco (Senior Asia Economist)30th Nov 2020 19:10Asia

27 Nov 2020 The BoK's Challenge in 2021 is Managing Rate Hike Expectations

The Monetary Policy Board of the Bank of Korea yesterday left its benchmark base rate unchanged, at 0.50%, as widely expected.

Miguel Chanco (Senior Asia Economist)26th Nov 2020 19:10Asia

13 Nov 2020 Japan's Sturdy Q3 GDP Rebound will be a Tough Act to Follow

Japan's GDP report for the third quarter, due on Monday, is likely to show that the economy rebounded by 5.2% quarter-on-quarter, following the 7.9% collapse in Q2.

Miguel Chanco (Senior Asia Economist)12th Nov 2020 19:10Asia

11 Nov 2020 China's October Price Misses are Unlikely to Open the Rate Cut Door

China's inflation data yesterday were disappointing, but market's knee-jerk view of what they mean for PBoC action is unwarranted.

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

10 Nov 2020 China's Exporters will Soon Hit a Covid-19 Speedbump

October is likely to be as good as it gets for Chinese exporters for some time, with Covid-19 sweeping through developed markets once again.

Miguel Chanco (Senior Asia Economist)9th Nov 2020 17:00Asia

30 Oct 2020 Expect the BoJ to Extend its Covid Support Measures in March

The Bank of Japan yesterday left its -0.10% policy balance rate and ten-year yield target of "around zero" unchanged, as widely expected.

Miguel Chanco (Senior Asia Economist)29th Oct 2020 14:10Asia

29 Oct 2020 Winter is Coming... China's Industry is Set for a Cold Spell in Q4

September likely was as good as it will get for Chinese factories this year.

Miguel Chanco (Senior Asia Economist)28th Oct 2020 14:10Asia

28 Oct 2020 Korea's Q3 GDP Bounce is Likely to be Downgraded, Q4 will be Softer

Korea is officially out of recession, with GDP rising by 1.9% quarter-on-quarter in Q3, following the 3.2% plunge in Q2.

Miguel Chanco (Senior Asia Economist)27th Oct 2020 14:10Asia

27 Oct 2020 Japan is Trying to "Live with Covid", but Spending is Hitting a Ceiling

Japan and Korea dealt with their second waves of Covid-19 in the third quarter in completely different ways.

Miguel Chanco (Senior Asia Economist)26th Oct 2020 20:10Asia

26 Oct 2020 Outright CPI Deflation in Japan is Here, Expect an Exit by Mid-2021

Outright CPI deflation likely already has taken hold in Japan. Friday's data showed inflation falling to zero percent in September, from 0.2% in the previous month.

Miguel Chanco (Senior Asia Economist)25th Oct 2020 20:10Asia

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