Pantheon Macroeconomics

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Asia Publications

Below is a full list of our Asia Publications.

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Industry

16 Dec 2020 China's Q4 Recovery has Wavered Only Slightly, Thanks to Consumers

Industrial production growth in China has peaked, notwithstanding the likely spike in Q1, when the base effects kick in from the Covid- induced shutdowns earlier this year.

Miguel Chanco (Senior Asia Economist)15th Dec 2020 22:20Asia

ASIAN DATA WRAP 23 September 2020

Japan's recovery is on track--just--with its second wave receding. Japan's construction sector rebounded modestly at the start of Q3.

Miguel Chanco (Senior Asia Economist)23rd Sep 2020 15:50Asia

31 July 2020 Japan's Punchy June Sales Showed Pent-up Demand, Now the Hard Bit

The release of pent-up Japanese consumer demand in June was emphatic, with retail sales values jumping by 13.1% month-on-month.

Miguel Chanco (Senior Asia Economist)31st Jul 2020 00:10Asia

ASIAN DATA WRAP 27 July 2020

Surge in Chinese profits suggests industry no longer needs additional life support, Japan's all-industry gauge likely returned to the black in June

Freya Beamish (Chief Asia Economist)27th Jul 2020 08:00Asia

ASIAN DATA WRAP 25 June 2020

April should be as bad as it'll get for Japan's all-industry index.

Freya Beamish (Chief Asia Economist)25th Jun 2020 16:09Asia

ASIAN DATA WRAP 26 May 2020

March was painful, but Japan's all-industry index likely was hit much harder in April.

Freya Beamish (Chief Asia Economist)26th May 2020 12:41Asia

ASIAN DATA WRAP 24 Apr 2020

Japan will be in deflation in a few months. Stimulus fails to buoy Japan's construction sector. China's smaller TMLF injection means the facility has been superseded,...

Freya Beamish (Chief Asia Economist)24th Apr 2020 12:56Asia

22 Apr 2020 Contraction is Certain, but Look for Korea's Q1 GDP Report to Surprise

Tomorrow's Q1 GDP report for Korea has a wider spread of forecasts than usual, reflecting Covid-19's uneven hit to the economy.

Freya Beamish (Chief Asia Economist)22nd Apr 2020 00:10Asia

ASIAN DATA WRAP 19 Mar 2020

CPI deflation in Japan is looming, due to the collapse in global oil prices. January will be as good as it gets for Japan's all-industry activity index

Freya Beamish (Chief Asia Economist)19th Mar 2020 07:00Asia

ASIAN DATA WRAP 21 Feb 2020

Further weakness to come for Japan's manufacturing PMI. First services hit from the coronavirus is damning. Japan's all-industry activity index suggests the 2019 tax hike...

Freya Beamish (Chief Asia Economist)21st Feb 2020 07:00Asia

ASIAN DATA WRAP 19 Sept 2019

BoJ signals a package is coming in October. Waning construction tarnishes July's all-industry activity report. No PBoC move, for now, but it's coming.

Freya Beamish (Chief Asia Economist)19th Sep 2019 13:00Asia

22 Aug 2019 Korean Trade Shows that Japan's Curbs are Much Ado About Nothing

Yesterday's partial trade data for Korea showed that the downturn in exports softened to -13.3% year-over-year in August from -13.8% in July, based on the 20-day gauge.

Freya Beamish (Chief Asia Economist)22nd Aug 2019 00:10Asia

27 November 2018 Japan's Flash PMI Puts a Q4 GDP Rebound into Serious Doubt

Japan's flash Nikkei manufacturing PMI report for November was abysmal, putting the chances of a recovery this quarter into serious doubt.

Freya Beamish (Chief Asia Economist)27th Nov 2018 00:10Asia

16 November 2018 Don't Count on Chinese Industry Turning the Corner, Just Yet

Industrial production growth in China appears to be stabilising, following the slowdown in Q2.

Freya Beamish (Chief Asia Economist)16th Nov 2018 00:10Asia

6 April 2018 The Game Theory of Sino-U.S. Relations, the Status quo is Out

The meta game between China and Mr. Trump started as soon as he had any possibility of winning the election in 2016.

Freya Beamish (Chief Asia Economist)5th Apr 2018 20:50Asia

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