Pantheon Macroeconomics

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China+ Publications

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CHINA+ DATA WRAP 8.3.21

Asian trade has maintained momentum into 2021; FX reserves hit by valuation effects

Peter Bennett8th Mar 2021 05:24China+

4 Mar 2021 Caixin Services PMI Overstates the February Pain

The Caixin services PMI fell to 51.5 in February, from 52.0 in January.

Freya Beamish (Chief Asia Economist)3rd Mar 2021 19:00China+

CHINA+ DATA WRAP 1.3.21

The PMIs don't fully account for Lunar New Year, especially the official versions; Chinese services bearing up reasonably well amid Covid restrictions; Korea exports hit by...

Peter Bennett1st Mar 2021 05:32China+

26 Feb 2021 Lunar New Year saw a Huge Bifurcation in the Services Sector

Lunar New Year saw a Huge Bifurcation in the Services Sector

Freya Beamish (Chief Asia Economist)25th Feb 2021 19:00China+

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+

23 February 2021 What are the Ripple Effects of the PBoC's Stage-One Tightening

What are the Ripple Effects of the PBoC's Stage-One Tightening

Freya Beamish (Chief Asia Economist)22nd Feb 2021 08:16China+

PANTHEON CHINA+ DATA WRAP 22.2.21

In one line: The Bank is re-anchoring markets at the reverse repo rate; Korean exports continue to defy Covid blues 

Peter Bennett22nd Feb 2021 04:25China+

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)17th Feb 2021 19:00China+

CHINA+ DATA WRAP 17.2.21

China industrial complex picks up where U.S. and EU left off in Japan's exports

Freya Beamish (Chief Asia Economist)17th Feb 2021 11:04China+

9 Feb 2021 Japan's GDP Growth Likely Slowed in Q4, Before a Q1 Contraction

Japan's GDP Growth Likely Slowed in Q4, Before a Q1 Contraction

Freya Beamish (Chief Asia Economist)8th Feb 2021 19:10China+

2 Feb 2021 China's Survey Data Point to Trade Deterioration in January

China's Survey Data Point to Trade Deterioration in January

Freya Beamish (Chief Asia Economist)1st Feb 2021 19:10China+

China+ Datanote: China and Korea Manufacturing PMIs, January; Korea exports, January 2021

China and Korea Manufacturing PMIs, January; Korea exports, January 2021

Peter Bennett1st Feb 2021 05:55China+

28 Jan 2021 PBoC Overshoot Roils Markets; The Bank will Seek to Pacify Investors

PBoC Overshoot Roils Markets; The Bank will Seek to Pacify Investors

Freya Beamish (Chief Asia Economist)27th Jan 2021 19:00China+

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)24th Jan 2021 19:10China+

CHINA+ DATA WRAP 21.1.21

Bank of Japan GDP forecast, Japan exports, Korea 20-day exports

Freya Beamish (Chief Asia Economist)21st Jan 2021 11:02China+

ASIAN DATA WRAP 14th January 2021

China trade, China exports, China imports, Japan machine orders, Japan PPI deflation

Freya Beamish (Chief Asia Economist)14th Jan 2021 11:48China+

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