Pantheon Macroeconomics

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China+ Publications

Below is a list of our China+ Publications for the last 6 months. If you are looking for reports older than 6 months please email info@pantheonmacro.com, or contact your account rep

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6 May 2021 The PBoC's Digital Yuan is Just Another Way of Keeping Control

The PBoC's Digital Yuan is Just Another Way of Keeping Control

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

23 Apr 2021 What does PBoC Involvement in Huarong Mean for Normalisation

What does PBoC Involvement in Huarong Mean for Normalisation

Freya Beamish (Chief Asia Economist)23rd Apr 2021 00:00China+

8 Mar 2021 2021 Economic Targets are Mainly Pretty Dovish for a Kettle of Hawks

Economic Targets are Mainly Pretty Dovish for a Kettle of Hawks

Freya Beamish (Chief Asia Economist)8th Mar 2021 00:10China+

18 Dec 2020 An All-Encompassing Period of Disinflation is Afoot in India

CPI inflation in India slowed faster than expected in November, dropping to 6.9%, from the nine-month high of 7.6% in October.

Miguel Chanco (Senior Asia Economist)18th Dec 2020 00:10China+

15 Dec 2020 Japan's Punchy Tankan Likely Overstates the Actual Q4 Recovery

Business sentiment in Japan continues to recover in the current quarter, with the main Tankan indices surprising to the upside.

Miguel Chanco (Senior Asia Economist)15th Dec 2020 00:10China+

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)11th Dec 2020 00:10China+

8 Dec 2020 Read this Before You get Excited About China's Historic Surplus

China's trade surplus rocketed unexpectedly in November, flying to an all-time high of $75.4B.

Miguel Chanco (Senior Asia Economist)8th Dec 2020 00:10China+

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)20th Nov 2020 00:10China+

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)13th Nov 2020 00:10China+

12 Nov 2020 Poor Jobs Data Keep a Bank of Korea Rate Cut on the Table

Korea's unemployment rate rose to 4.2% in October, from 3.9% in September, exactly in line with our out-of-consensus call for a further increase.

Miguel Chanco (Senior Asia Economist)12th Nov 2020 00:10China+

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 22:00China+

15 Oct 2020 September's Money Data Give No Reason for the PBoC to Refuel

China's money and credit data continued to firm up in September, boding well for the economy's medium- to-long run growth prospects.

Miguel Chanco (Senior Asia Economist)15th Oct 2020 00:10China+

14 Oct 2020 China's Import Surge is All About Catch-up and Commodity Prices

China's trade surplus plunged unexpectedly in September, to $37B, marking the lowest level since March.

Miguel Chanco (Senior Asia Economist)14th Oct 2020 00:10China+

8 Oct 2020 Roller-Coaster in Chinese Reserves is Much Ado about Nothing

China's foreign exchange reserves have been extremely volatile over the past few months, yet uneventful at the same time.

Miguel Chanco (Senior Asia Economist)8th Oct 2020 00:10China+

2 Oct 2020 The Good and--Mostly--Bad of Japan's Q3 Tankan Survey

Japan's key Tankan indices rebounded in the third quarter, from their lowest levels since the global financial crisis.

Miguel Chanco (Senior Asia Economist)2nd Oct 2020 00:10China+

1 Oct 2020 Is Q3 as Good as it Gets for China's Manufacturing PMIs

China's manufacturers ended the third quarter on a fairly strong note.

Miguel Chanco (Senior Asia Economist)1st Oct 2020 00:10China+

24 Sept 2020 PMIs Confirm Japan's Q3 Bounce, but Momentum will Fade in Q4

Japan's economic recovery got back on track this month--just--according to yesterday's flash PMI numbers.

Miguel Chanco (Senior Asia Economist)24th Sep 2020 00:10China+

16 Sept 2020 On the Surface, China's Recovery Regained Momentum in August

China's economic recovery resumed in August, following an uneven start to the third quarter in July.

Miguel Chanco (Senior Asia Economist)16th Sep 2020 00:10China+

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