Pantheon Macroeconomics

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Asia Publications

Below is a full list of our Asia Publications.

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17 Nov 2020 The Third Virus Wave and the Weak Jobs Market Threaten Japan's Q4

Japan's economy grew by 5.0% quarter-on-quarter in Q3, recouping just over half of the revised 8.2% contraction in Q2.

Miguel Chanco (Senior Asia Economist)16th 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

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

18 Aug 2020 Japan's Recovery from the Q2 Carnage is Already Disappointing

Japan's economy shrank by an historic 7.8% quarter-on-quarter in Q2, much worse than the 0.6% slip in the first quarter.

Miguel Chanco (Senior Asia Economist)17th Aug 2020 20:10Asia

30 July 2020 No 2nd Wave in Korea to Derail the Recovery in Consumer Confidence

The recovery of consumer confidence in Korea remains undeterred by the lingering risk of a second wave.

Miguel Chanco (Senior Asia Economist)29th Jul 2020 20:10Asia

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 20:10Asia

29 June 2020 Korea's Rekindling Housing Market Should Keep the BoK Disciplined

Korea's government is mulling a further tightening of borrowing rules to mitigate the risks of an overheated property market.

Miguel Chanco (Senior Asia Economist)28th Jun 2020 20:10Asia

18 June 2020 Japan's Trade Surplus will be Back Before the End of the Year

Japan's trade deficit has bottomed out. The unadjusted shortfall narrowed to -¥833B in May,

Miguel Chanco (Senior Asia Economist)17th Jun 2020 20:10Asia

12 June 2020 Main Capex Pinch in Japan will be in Q3, Stimulus Cushion is Limited

Core machine orders in Japan collapsed in April, as expected, falling by 12.0% month-on-month, worse than the minor 0.4% slip in March.

Miguel Chanco (Senior Asia Economist)11th Jun 2020 20:10Asia

19 May 2020 Japan's Q1 Contraction was Just a Taster, the Q2 Hit will be Worse

Japan's economy contracted by 0.9% quarter-on- quarter in Q1, following a downwardly-revised 1.9% plunge in the previous quarter.

Freya Beamish (Chief Asia Economist)18th May 2020 20:10Asia

15 May 2020 Japan's H1 GDP will be Horrible, Spread of Damage is Less Certain

Japan's GDP likely dropped by 1.1% quarter- on-quarter in the first quarter, even from the favourable Q4 base, when it fell by 1.8%.

Freya Beamish (Chief Asia Economist)14th May 2020 20:10Asia

19 Feb 2020 India's Slowdown is Over, GDP Growth Likely Rebounded in Q4

India's industrial production data last week are the last set of key economic indicators for the fourth quarter, before next week's Q4 GDP report.

Freya Beamish (Chief Asia Economist)18th Feb 2020 19:10Asia

ASIAN DATA WRAP 17 Feb 2020

Japan's GDP plunge: damning across the board, though with some modest potential for upward revision. China's rate cut was mainly a housekeeping move. China's housing...

Freya Beamish (Chief Asia Economist)17th Feb 2020 07:50Asia

27 Jan 2020 Who are the Biggest Casualties of China's Travel Curbs

On Friday last week, the Chinese authorities suspended sales of domestic and international tours, in an effort to contain the spread of the coronavirus, which started in Wuhan.

Freya Beamish (Chief Asia Economist)26th Jan 2020 19:20Asia

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 19:10Asia

ASIAN DATA WRAP 16 Dec 2019

Judgement pending on Chinese industrial production. Chinese retail sales buoyed by inflation. Chinese FAI growth stable through Q4; local government spending better managed this...

Freya Beamish (Chief Asia Economist)16th Dec 2019 06:58Asia

10 Dec 2019 Japan's Revised Q3 GDP Growth Reveals a bit More of the Tax Impact

Japan's GDP growth was revised up, to 0.4% quarter-on-quarter in Q3, from 0.1% in the preliminary reading.

Freya Beamish (Chief Asia Economist)9th Dec 2019 19:10Asia

26 Nov 2019 Hong Kong Politely Suggests that Beijing Reconsider its Stance

Hong Kong delivered a resounding landslide victory to pro-Democracy parties in district council elections over the weekend.

Freya Beamish (Chief Asia Economist)25th Nov 2019 19:10Asia

25 Nov 2019 Japanese October Retail Sales Likely Plunged, Despite Stable Inflation

Japan's CPI inflation was stable at 0.2% in October, despite the sales tax hike, thanks to a combination of offsetting measures from the government and a deepening of energy...

Freya Beamish (Chief Asia Economist)24th Nov 2019 19:10Asia

18 Nov 2019 A Meaningful Recovery in Chinese Capex Growth is a Distant Prospect

China's investment slowdown went from worrying to frightening in October. Last week's fixed asset investment ex-rural numbers showed that year- to-date spending grew by...

Freya Beamish (Chief Asia Economist)17th Nov 2019 19:10Asia

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