Pantheon Macroeconomics

Best viewed on a device with a bigger screen...

Asia Publications

Below is a full list of our Asia Publications.

Please use the filters on the right to search for a specific date or topic.

House Prices

ASIAN DATA WRAP 15th January 2021

Korea 7-dey repo rate, China home prices, Japan tertiary index

Josh Evans15th Jan 2021 10:55Asia

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

ASIAN DATA WRAP 11th January 2021

China PPI, China CPI

Peter Bennett11th Jan 2021 09:58Asia

11 Jan 2021 Rising Commodity Prices will soon Show up in China's Trade Figures

Rising Commodity Prices will soon Show up in China's Trade Figures

Freya Beamish (Chief Asia Economist)10th 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

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 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

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

Asia Datanote: Producer Prices, China, November 2020

In one line: Exit from deflation is back on track.

Freya Beamish (Chief Asia Economist)9th Dec 2020 11:34Asia

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

Asia Datanote: Consumer Prices, Korea, November 2020

In one line: Watch for a further correction in food prices.

Freya Beamish (Chief Asia Economist)2nd Dec 2020 11:13Asia

ASIAN DATA WRAP 2nd December 2020

The rate of QE in Japan continues to fall, with yields steady and the economy recovering. The correction in food prices should drag Korean inflation down in the short run.

Miguel Chanco (Senior Asia Economist)2nd Dec 2020 11:12Asia

30 Nov 2020 Enjoy the Roller-Coaster in Chinese Industrial Profits, It Won't Last Long

China's industrial profits data for October are a taste of what the silly season for economic data will look like for the first quarter of 2021.

Miguel Chanco (Senior Asia Economist)29th Nov 2020 19:10Asia

Asia Datanote: Consumer Prices, Japan, October 2020

In one line: The BoJ won't be too bothered by a temporary spell of outright deflation.

Freya Beamish (Chief Asia Economist)20th Nov 2020 10:54Asia

19 Nov 2020 Japanese Exporters Should Brace for a Bumpy End to 2020

Japan's exports showed no signs of jitters in October, when countries in Europe started reimposing nationwide lockdowns in response to the rapid escalation of Covid-19 cases.

Miguel Chanco (Senior Asia Economist)18th Nov 2020 19:10Asia

16 Nov 2020 The Door Just Shut for a December RBI Cut, Easing Will Resume in Q1

CPI inflation in India rose unexpectedly in October to 7.6%, from 7.3% in September, putting the final nail in the coffin for a potential RBI rate cut next month.

Miguel Chanco (Senior Asia Economist)15th 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

  Publication Filters

Filter by Keyword

Filter by Publication Type

Filter by Author

Global Publications Only

Filter by Date

  Quick Tag Filters

Consistently Right

Access Key Enabled Navigation

Keywords for: Asia Documents

Asia Document Vault,