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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7 June 2021 Having Your Cake and Eating it as the Household Savings Rate Falls

China is at a critical point in the recovery. The economy is switching lanes from the supply-led, export-supported manufacturing surge to consumer and services drivers.

Freya Beamish (Chief Asia Economist)7th Jun 2021 00:10China+

28 Apr 2021 Inflation is Beside the Point for the BoJ, Global Yields will Dictate Policy

Inflation is Beside the Point for the BoJ, Global Yields will Dictate Policy

Freya Beamish (Chief Asia Economist)28th Apr 2021 00:00China+

22 Mar 2021 Further BoJ Retreat from Abenomics, but Not Tightening

Further BoJ Retreat from Abenomics, but Not Tightening

Freya Beamish (Chief Asia Economist)22nd Mar 2021 00:10China+

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+

3 Mar 2021 China's Two Sessions, Qualitative Targets and Fiscal Tightening

3 Mar 2021 China's Two Sessions, Qualitative Targets and Fiscal Tightening

Freya Beamish (Chief Asia Economist)3rd Mar 2021 00:00China+

PM Datanote: Official and Caixin Manufacturing PMI, China, February 2021

Official and Caixin Manufacturing PMI, China, February 2021

Peter Bennett1st Mar 2021 10:34China+

22 Feb 2021 China's Current Account Could Flip to Deficit if the Virus is Controlled

China's Current Account Could Flip to Deficit if the Virus is Controlled

Freya Beamish (Chief Asia Economist)22nd Feb 2021 00:10China+

18 Feb 2021 Is China Cruising for a Post- Pandemic Export Hangover

Is China Cruising for a Post- Pandemic Export Hangover

Freya Beamish (Chief Asia Economist)18th Feb 2021 00:00China+

ASIAN DATA WRAP 9th December 2020

China's exit from PPI deflation is back on track. Pork-driven CPI deflation won't bother the PBoC. The spike in Japanese machine orders is unsustainable, but momentum is...

Miguel Chanco (Senior Asia Economist)9th Dec 2020 16:33China+

ASIAN DATA WRAP 8th December 2020

Firmer domestic demand in Japan results in an upgrade to Q3 GDP. Japanese regular wages are starting to show signs of life, but don't count on sustained gains. Japan's...

Miguel Chanco (Senior Asia Economist)8th Dec 2020 16:35China+

ASIAN DATA WRAP 4th December 2020

Korea's current account surplus likely is approaching its peak

Miguel Chanco (Senior Asia Economist)4th Dec 2020 16:16China+

ASIAN DATA WRAP 10th November 2020

Recent stickiness in PPI deflation won't bother the PBoC

Miguel Chanco (Senior Asia Economist)10th Nov 2020 16:59China+

23 Oct 2020 India's GDP Bounce is Mirroring China's Supply-Demand Mismatch

India's economy staged a more than respectable rebound in the third quarter, enough to convince us to upgrade our forecast substantially.

Miguel Chanco (Senior Asia Economist)23rd Oct 2020 00:10China+

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)9th Oct 2020 00:10China+

ASIAN DATA WRAP 8 October 2020

Japan's current account surplus spikes to a six-month high in August

Miguel Chanco (Senior Asia Economist)8th Oct 2020 16:33China+

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