Pantheon Macroeconomics

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China+ Publications

Below is a full list of our China Publications.

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*January 2021 - China+ Chartbook

The Headlines Overstate China's Q4 Strength...Covid Response Was No Abenomics Re-Run...The Jury Is Still Out On Korean Exports

Peter Bennett20th Jan 2021 09:23China+

*December 2020 - Asia Chartbook*

China's 2021 Recovery Is Secure...Japan's Covid Struggle Is Far From Over...Korean Exports Have Yet To Flinch...Don't Extrapolate From India's Q3 Rebound

Freya Beamish (Chief Asia Economist)11th Dec 2020 09:39China+

ASIAN DATA WRAP 7th December 2020

Evidence of export front-loading in China's historic trade surplus

Miguel Chanco (Senior Asia Economist)7th Dec 2020 05:18China+

*November 2020 - Asia Chartbook*

A Quiet End To The Year For Chinese Industry...Jaoan Isn't Immune To A Third Wave Of Covid-19...Watch For A Capex Correction In Korea...The RBI Will Resume Easing Next Year

Freya Beamish (Chief Asia Economist)17th Nov 2020 12:00China+

10 Nov 2020 China's Exporters will Soon Hit a Covid-19 Speedbump

October is likely to be as good as it gets for Chinese exporters for some time, with Covid-19 sweeping through developed markets once again.

Miguel Chanco (Senior Asia Economist)9th Nov 2020 17:00China+

*October 2020 - Asia Chartbook*

Is China's Recovery Hitting A Ceiling? Japan's Q3 Bounce Was The Easy Part...Expect A Double-Dip In Korean Consumption...India Isn't Out Of The Covid-19 Woods

Freya Beamish (Chief Asia Economist)23rd Oct 2020 11:00China+

*September 2020 - Asia Chartbook*

Too Soon For China To Claim A Full Recovery...A Tough Start For Japan's New Prime Minister...The Recovery In Korean Exports Is Holding Up, Just...Still No Let-Up In...

Freya Beamish (Chief Asia Economist)21st Sep 2020 05:45China+

7 Sept 2020 Korean Exports are Still on the Road to Recovery, Backing the Won's Run

The recovery in Korean exports--a key leading indicator for global trade--appears to have stalled in August.

Miguel Chanco (Senior Asia Economist)6th Sep 2020 20:10China+

*August 2020 - Asia Chartbook*

China's Narrow Q3 Bounce Is Warning...Abe's Second Wave Gamble Has Paid Off...But Korea Is Now In The Thick Of It...The RBI Will Resume Easing In October

Freya Beamish (Chief Asia Economist)26th Aug 2020 10:33China+

*July 2020 - Asia Chartbook*

China's Recovery Will Lose Steam In H2...Tokyo's Second Wave Is Unlike The First, Good...A Capex Correction In Korea Is Imminent...India Is Making Life Harder For Itself

Freya Beamish (Chief Asia Economist)17th Jul 2020 11:22China+

*June 2020 - Asia Chartbook*

Punchy Q2 Implies A Quieter Q3 In China...Expect A Quieter Secord Half For The BOJ...Korean Exports Look Poised To Turn The Corner..No Bullet Was Dodged In India; Unlock 1.0 Is...

Freya Beamish (Chief Asia Economist)18th Jun 2020 04:45China+

*May 2020 - Asia Chartbook*

China's Unsustainable V-Shaped Recovery...Japan's Q1 GDP Contraction Is Just A Taster...Korea's Grim April Exports Is A Warning Shot...India's Lockdown Will Kill...

Freya Beamish (Chief Asia Economist)20th May 2020 07:59China+

*April 2020 - Asia Chartbook*

China's Growing Demand-Supply Mismatch...Three Straight Quarters Of Contraction In Japan...Covid Defeated, But Korea's Economic Hit Isn't Over...An H1 Recession In...

Freya Beamish (Chief Asia Economist)29th Apr 2020 10:54China+

*March 2020 - Asia Chartbook*

Activity Data Confirm China's Nightmare Q1...Japan In For A Full-Year Contraction...Korea Should Be Able To Avoid A Technical Recession....India's Policymakers Are...

Freya Beamish (Chief Asia Economist)24th Mar 2020 14:00China+

*February 2019 - Asia Chartbook*

Expect a Rare Q/Q Fall in Chinese GDP In Q1...A Technical Recession In Japan is on the Cards...The Real Hit to Korean Trade will Start This Month...Post-Virus in Oil Will Help...

Freya Beamish (Chief Asia Economist)12th Feb 2020 04:06China+

*January 2019 - Asia Chartbook*

China: Manuf. Green Shoots; Household Pain...Japan's Fiscal Package Faces Capacity Constraints...Korea's Q4 GDP Bump Is Iffy, But The Recovery Is On...Food Inflation In...

Freya Beamish (Chief Asia Economist)23rd Jan 2020 09:10China+

*December 2019 - Asia Chartbook*

China Is Stabilising, But Not Yet Recovering...Japan's Fiscal Stimulus Faces Capacity Constraints...No New Year Shock This Time For Korean Workers..India's Q3 Wasn;t A...

Freya Beamish (Chief Asia Economist)18th Dec 2019 09:45China+

*November 2019 - Asia Chartbook*

China Gets A 2020 GDP Growth Downgrade...Back To The Bad Old Days For Japan...Korea Points To Stabilisation In Global Trade...Plus -4% Inflation Sets Up An RBI Pause

Freya Beamish (Chief Asia Economist)27th Nov 2019 04:00China+

*October 2019 - Asia Chartbook*

China's Dire Q3 GDP points to Further Easing

Freya Beamish (Chief Asia Economist)31st Oct 2019 11:26China+

*September 2019 - Asia Chartbook*

The PBOC is hesitant, but the case for an outright rate cut continues to build..

Freya Beamish (Chief Asia Economist)27th Sep 2019 09:30China+

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