Pantheon Macroeconomics

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China+ Publications

Below is a full list of our China Publications.

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24 Dec 2020 Is China Santa or the Grinch in the Global Inflation Outlook

China plays a pivotal role in the global inflation outlook.

Miguel Chanco (Senior Asia Economist)23rd Dec 2020 19:10China+

2 Dec 2020 China's Sturdy PMI Numbers for Q4, so far, Call for a GDP Upgrade

Chinese factories clearly had a strong month in November, looking at the complete manufacturing PMI data.

Miguel Chanco (Senior Asia Economist)1st Dec 2020 19:10China+

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+

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 14:10China+

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 14:10China+

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+

1 Oct 2020 Is Q3 as Good as it Gets for China's Manufacturing PMIs

China's manufacturers ended the third quarter on a fairly strong note.

Miguel Chanco (Senior Asia Economist)30th Sep 2020 20:10China+

29 Sept 2020 India's Labour Reforms Go Hand-in-Hand with the Agri-Revolution

Last week, we wrote about the significant legislative developments in India's agricultural sector--see here-- which potentially could expedite the economy's move...

Miguel Chanco (Senior Asia Economist)28th Sep 2020 20:10China+

16 Sept 2020 On the Surface, China's Recovery Regained Momentum in August

China's economic recovery resumed in August, following an uneven start to the third quarter in July.

Miguel Chanco (Senior Asia Economist)15th Sep 2020 20:10China+

1 Sep 2020 Chinese Manufacturing is Peaking, While Services are Still Catching-up

The momentum in Chinese manufacturing waned in August, with the official manufacturing PMI slipping marginally to 51.0, from 51.1 in July,

Miguel Chanco (Senior Asia Economist)31st Aug 2020 20:10China+

29 July 2020 The Good and Bad in the Recovery of Chinese Industrial Profits

Industrial profits in China continued to strengthen in June, rising by 11.5% year-over-year, marking an acceleration from 6.0% in the previous month.

Miguel Chanco (Senior Asia Economist)28th Jul 2020 20:10China+

17 July 2020 China's Q2 Bounce was Solid, but Not That Good, Old Habits Die Hard

China's GDP report for the second quarter sprung an upside surprise, with the economy growing by 3.2% year-over-year--on paper--marking a sharp reversal from the 6.8%...

Miguel Chanco (Senior Asia Economist)16th Jul 2020 20:10China+

9 July 2020 China's Q2 GDP Bounce was Solid, but Expect a Print Shy of Consensus

China's GDP report for the second quarter is due a week from today, and the prevailing wisdom is that the bounce-back was strong enough for headline growth to return to the...

Miguel Chanco (Senior Asia Economist)8th Jul 2020 20:10China+

1 July 2020 It's Official... Risks of Covid Clusters Don't Jeopardise China's Recovery

China's economy looks to have shrugged off the supposed "second wave" of Covid-19, sparked by a cluster in Beijing's largest wholesale market for fruit and veg,...

Miguel Chanco (Senior Asia Economist)30th Jun 2020 20:10China+

26 Mar 2020 China's Covid-19 Crisis Looks Worse than its GFC Hit

Q1 is not over yet, and we still await a lot of important data.

Freya Beamish (Chief Asia Economist)25th Mar 2020 20:10China+

16 Mar 2020 Damaged Global Demand will Curtail China's Recovery Potential

The sharply increased virus spread outside China has lead to a serious downgrade in the global GDP growth outlook.

Freya Beamish (Chief Asia Economist)15th Mar 2020 20:10China+

16 May 2018 Chinese Retail Sales Volumes Stabilised in April, Q1 was Weak

Chinese April retail sales growth slowed sharply in value terms, to 9.4% year-over-year, from 10.1% in March.

Freya Beamish (Chief Asia Economist)15th May 2018 18:10China+

24 April 2018 Japan's PMI Lends Strength to the Nascent Re ation Story

Japan's manufacturing PMI rose to 53.3 in April, from 53.1 in March. The index weakened earlier this year, but remained at levels unjustified by the hard data.

Freya Beamish (Chief Asia Economist)23rd Apr 2018 18:10China+

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