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

Please use the filters on the right to search for a specific date or topic.

europe

14 Apr 2021 More Zoom Booming in Q1 Means a Positive Net Export Contribution

More Zoom Booming in Q1 Means a Positive Net Export Contribution

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

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+

14 Dec 2020 Where are the Potential Surprises in Asia at the Turn of the Year?

As we head into 2021, a number of potential surprises--both positive and negative--could throw our full-year forecasts for Asia out of whack early in the year.

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

19 Nov 2020 Japanese Exporters Should Brace for a Bumpy End to 2020

Japan's exports showed no signs of jitters in October, when countries in Europe started reimposing nationwide lockdowns in response to the rapid escalation of Covid-19 cases.

Miguel Chanco (Senior Asia Economist)19th Nov 2020 00:10China+

17 Nov 2020 The Third Virus Wave and the Weak Jobs Market Threaten Japan's Q4

Japan's economy grew by 5.0% quarter-on-quarter in Q3, recouping just over half of the revised 8.2% contraction in Q2.

Miguel Chanco (Senior Asia Economist)17th 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+

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+

29 Oct 2020 Winter is Coming... China's Industry is Set for a Cold Spell in Q4

September likely was as good as it will get for Chinese factories this year.

Miguel Chanco (Senior Asia Economist)28th Oct 2020 18:10China+

28 Oct 2020 Korea's Q3 GDP Bounce is Likely to be Downgraded, Q4 will be Softer

Korea is officially out of recession, with GDP rising by 1.9% quarter-on-quarter in Q3, following the 3.2% plunge in Q2.

Miguel Chanco (Senior Asia Economist)27th Oct 2020 18:10China+

22 Oct 2020 Look for Japan's Trade Surplus to Double in the Coming Months

Japan's trade surplus soared further in September, to ¥675B, from ¥249B in August.

Miguel Chanco (Senior Asia Economist)22nd Oct 2020 00:10China+

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