Pantheon Macroeconomics

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China+ Publications

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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)23rd Feb 2021 19:00China+

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)13th Jan 2021 19:00China+

7 Jan 2021 China's Services Sector is Ahead of the Curve

China's services sector has come back strongly from the pandemic.

Freya Beamish (Chief Asia Economist)6th Jan 2021 19:00China+

5 Jan 2021 Caixin PMI Implies China's Small Firms Due a Further Correction

Caixin PMI Implies China's Small Firms Due a Further Correction

Miguel Chanco (Senior Asia Economist)24th Dec 2020 07:34China+

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)17th Dec 2020 19:10China+

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)14th Dec 2020 19:10China+

ASIAN DATA WRAP 1st December 2020

China's Caixin PMI remains solid, but watch for a sharp payback next year. Extension of Covid furlough measures will help to steady Japan's jobs ship, for now. Japan's...

Miguel Chanco (Senior Asia Economist)1st Dec 2020 10:12China+

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)11th Nov 2020 19:10China+

ASIAN DATA WRAP 11th November 2020

M2 growth in Japan should now start to tick down. The rebound in machine tool orders in Japan continues to defy gravity. Poor jobs numbers leave the door ajar for a BoK rate cut.

Miguel Chanco (Senior Asia Economist)11th Nov 2020 09:55China+

9 Nov 2020 China's Start to the Fourth Quarter wasn't as Solid as the PMIs Suggest

Small cracks continue to emerge in Chinese industry. While we were away, the official manufacturing PMI for October slipped to 51.4, following the jump to 51.5 in September.

Miguel Chanco (Senior Asia Economist)8th Nov 2020 19:10China+

27 Oct 2020 Japan is Trying to "Live with Covid", but Spending is Hitting a Ceiling

Japan and Korea dealt with their second waves of Covid-19 in the third quarter in completely different ways.

Miguel Chanco (Senior Asia Economist)26th Oct 2020 20:10China+

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)22nd Oct 2020 20:10China+

19 Oct 2020 The Second Wave Brings Korea's Jobs Data Back Down to Earth

Korea's labour market ran out of luck in September, with the unemployment rate rebounding back up to 3.9%, after the surprise one-percentage point drop to 3.2% in August.

Miguel Chanco (Senior Asia Economist)18th Oct 2020 20:10China+

7 Oct 2020 India's Two-Speed Recovery is at a Crossroads, Downside Risks Prevail

The changing face of India's post-lockdown economic recovery indicates that the initial bounce since the June reopening could soon stall.

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

5 Oct 2020 Don't Bank on a Continuation of Japan's Spending Rebound in Q3

The release of pent-up consumer demand in Japan has been rocky, following the end of the nationwide state of emergency in May. Retail sales values rose by 4.6% month-on-month in...

Miguel Chanco (Senior Asia Economist)4th Oct 2020 20:10China+

28 Sept 2020 Korea's Second Wave is Almost Over, but the Hit will Bleed into Q4

Consumer confidence in Korea plummeted in September for the first time since its first wave of Covid-19 earlier this year, in line with our view that the August increase was a...

Miguel Chanco (Senior Asia Economist)27th Sep 2020 20:10China+

25 Sept 2020 India's Agricultural Reforms are Controversial, but Deserve a Shot

India's government has been on a reform drive in recent weeks, with the agricultural sector and the labour market undergoing significant liberalisation.

Miguel Chanco (Senior Asia Economist)24th Sep 2020 20:10China+

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)23rd Sep 2020 20:10China+

ASIAN DATA WRAP 9 September 2020

The RMB's run is slowing China's exit from PPI deflation. Pork prices are starting to cool, again, pulling down Chinese CPI inflation. M2 growth in Japan remains punchy,...

Miguel Chanco (Senior Asia Economist)9th Sep 2020 12:00China+

3 Sep 2020 Japan's Labour Market isn't Bulletproof, More Pain is Coming

Japan's unemployment rate has been remarkably steady over the past few months.

Miguel Chanco (Senior Asia Economist)2nd Sep 2020 20:10China+

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