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.

Oil

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

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

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

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

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

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

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

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

22 Oct 2020 Look for Japan's Trade Surplus to Double in the Coming Months

Japan's trade surplus soared further in September, to ¥675B, from ¥249B in August.

Miguel Chanco (Senior Asia Economist)21st Oct 2020 20:10Asia

13 Oct 2020 The Worst is Over for Japan's Capex Slump, but No Recovery is in Sight

Core machine orders in Japan surprised to the upside in August, when the country's second wave of Covid-19 peaked.

Miguel Chanco (Senior Asia Economist)12th Oct 2020 20:10Asia

9 Oct 2020 Japan's Current Account Surplus Largely has Brushed-Off Covid-19

Japan's current account surplus jumped to its highest level in six months in August, rising to ¥2,103B from ¥1,468B in July.

Miguel Chanco (Senior Asia Economist)8th Oct 2020 20:10Asia

30 Sept 2020 Korea's Mid-Quarter Wobble All But Confirms Third Straight GDP Drop

Korea's main activity data for August showed that the economy clearly wobbled in the wake of the country's second wave of Covid-19, and the social distancing measures...

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

21 Sept 2020 Looming Deflation won't Bother the BoJ, but Longer-Term Clouds Will

A spell of outright CPI deflation in Japan is just around the corner. Headline inflation slipped to 0.2% in August, from 0.3% in the previous month, as the drag from the discounts...

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

17 Sept 2020 The Q3 Trade Lift to Japanese GDP is Shaping up to be Substantial

Japan's exporters have largely shrugged off the country's second wave of Covid-19.

Miguel Chanco (Senior Asia Economist)16th Sep 2020 20:10Asia

2 Sep 2020 Unlock 4.0 in India can only do so Much to Repair the Severe Hit in Q2

India's GDP shrank by 23.9% year-over-year in the second quarter, following growth of 3.1% in Q1.

Miguel Chanco (Senior Asia Economist)1st Sep 2020 20:10Asia

  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,