Pantheon Macroeconomics

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China+ Publications

Below is a full list of our China Publications.

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Mortgage Lending and Sales

CHINA+ DATA WRAP 21.1.21

Bank of Japan GDP forecast, Japan exports, Korea 20-day exports

Freya Beamish (Chief Asia Economist)21st Jan 2021 11:02China+

CHINA+ DATA WRAP 18.1.21

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

Freya Beamish (Chief Asia Economist)18th Jan 2021 08:39China+

13 Jan 2021 China's 2020 GDP Number Likely will see Significant Revisions

China's 2020 GDP Number Likely will see Significant Revisions

Freya Beamish (Chief Asia Economist)12th Jan 2021 19:00China+

7 Jan 2021 China's Services Sector is Ahead of the Curve

China's services sector has come back strongly from the pandemic.

Freya Beamish (Chief Asia Economist)6th Jan 2021 19:00China+

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 19:10China+

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 19:10China+

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 17:20China+

ASIAN DATA WRAP 15th December 2020

The firmer monthly rise in Chinese production is questionable; Deepening retail price deflation in China masks punchy Singles' Day boost to sales; The catch-up in...

Miguel Chanco (Senior Asia Economist)15th Dec 2020 04:29China+

11 Dec 2020 China's Money Data Show no Real Cracks in the 2021 Recovery Story

China's latest money and credit data continue to reassure the PBoC that its job to secure the economy's recovery is done.

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

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 19:10China+

Asia Datanote: Money and Credit, China, November 2020

In one line: More important to the PBoC than the descent into CPI deflation.

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

ASIAN DATA WRAP 30th November 2020

Don't get carried away by China's strongest manufacturing PMI in three years; Chinese construction rejoined the party this month, but a return to yesteryear remains...

Miguel Chanco (Senior Asia Economist)30th Nov 2020 02:30China+

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 19:10China+

26 Nov 2020 More Evidence of Japan's Stalling Recovery, as Downside Risks Mount

The recovery in private consumption in Japan is showing clear signs of stalling.

Miguel Chanco (Senior Asia Economist)25th Nov 2020 19:10China+

25 Nov 2020 No Turnaround on the Horizon for Cooling Property Prices in China

Property prices in China continued to cool in October, as pressure remains on developers to avoid being caught out by the government's "three red lines" against...

Miguel Chanco (Senior Asia Economist)24th Nov 2020 19:10China+

20 Nov 2020 India's Q3 GDP Rebound will be a Very Hard Act to Follow

India's GDP report for the third quarter, due a week from today, is likely to show that the year- over-year downturn moderated significantly to -9%, from -24% in Q2.

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

18 Nov 2020 Industrial Production Growth in China has Peaked

Industrial production growth in China surprised to the upside in October, remaining stable at September's nine-month high of 6.9% year-over-year.

Miguel Chanco (Senior Asia Economist)17th Nov 2020 19:10China+

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