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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26 May 2021 The BoK's Job is to Play it Cool While Uncertainty Remains High

The BoK's Job is to Play it Cool While Uncertainty Remains High

Freya Beamish (Chief Asia Economist)26th May 2021 00:00China+

16 Apr 2021 Macroprudential Tools for Korea's Financial Risks, But for How Long

Macroprudential Tools for Korea's Financial Risks, But for How Long

Josh Evans16th Apr 2021 00:00China+

CHINA+ DATA WRAP 15.4.21

The PBoC remains happy with its stance, for now. Mr. Lee is playing it safe, for now.

Freya Beamish (Chief Asia Economist)15th Apr 2021 15:18China+

26 Feb 2021 BoK Leaves Itself Space for a GDP Upgrade... and Normalisation

The BoK left the Base Rate unchanged at 0.50% for the intermeeting period, by a unanimous decision.

Freya Beamish (Chief Asia Economist)26th Feb 2021 09:01China+

24 Feb 2021 Governor Lee Sounds Confident, and the Data Back him up

24 Feb 2021 Governor Lee Sounds Confident, and the Data Back him up

Freya Beamish (Chief Asia Economist)24th Feb 2021 00:00China+

25 Jan 2021 January Trade is Sluggish, but not Collapsing Under Covid Strain

We've been on the watch for signs of deterioration in foreign trade as a result of renewed anti-Covid restrictions both within Asian countries, causing logistical difficulties,...

Freya Beamish (Chief Asia Economist)25th Jan 2021 00:10China+

ASIAN DATA WRAP 15th January 2021

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

Josh Evans15th Jan 2021 15:55China+

14 Jan 2021 China's December Money and Credit Numbers are Worrisome

China's December Money and Credit Numbers are Worrisome

Freya Beamish (Chief Asia Economist)14th Jan 2021 00:00China+

27 Nov 2020 The BoK's Challenge in 2021 is Managing Rate Hike Expectations

The Monetary Policy Board of the Bank of Korea yesterday left its benchmark base rate unchanged, at 0.50%, as widely expected.

Miguel Chanco (Senior Asia Economist)27th Nov 2020 00:10China+

24 Nov 2020 Korean Exports are Barely Flinching, Bolstering the Case for a BoK Hold

Korea's 20-day trade data for November are one of the first real health checks for global trade since Covid-19 started again to sweep through Europe and the U.S.

Miguel Chanco (Senior Asia Economist)24th 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+

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+

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+

11 Sept 2020 Korea's August Jobs Surprise was all Luck, Look for a Second Wave Hit

Korea's unemployment rate plunged unexpectedly in August, to 3.2%--the lowest in a year--from 4.2% in July, defying expectations for no change and the renewed pressure...

Miguel Chanco (Senior Asia Economist)11th Sep 2020 00:10China+

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