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.

finance

19 July 2021 BoJ Playing it Down, but Green Fund Provisioning is Significant

Governor Kuroda was managing expectations about the new green fund-provisioning scheme in the press conference. 

Freya Beamish (Chief Asia Economist)19th Jul 2021 08:21China+

15 July 2021 Supporting Green Finance Could Become a Major BoJ Policy Plank

The BoJ's policy meeting on Friday is set to provide an outline of the fund-provisioning scheme, announced at its June meeting, to support green finance.

Freya Beamish (Chief Asia Economist)15th Jul 2021 00:00China+

15 June 2021 Local Government Spending is Reviving... Begrudgingly

We expect China's May activity data on Wednesday to lead to talk of slowdown, with the year- over-year growth rates for industrial production, retail sales, and the year-to-date,...

Freya Beamish (Chief Asia Economist)15th Jun 2021 00:10China+

9 June 2021 Japan's Q1 GDP Upgrade was a Bit Disappointing Under the Surface

Japan has been a laggard in the vaccine race, with the virus keeping the economy on a weak footing into this quarter and the next.

Freya Beamish (Chief Asia Economist)9th Jun 2021 00:00China+

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+

10 Mar 2021 Japan's Q1 Contraction will Still be Sizeable, Despite Q4 Downgrade

Japan's Q1 Contraction will Still be Sizeable, Despite Q4 Downgrade

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

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+

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)4th Mar 2021 00:00China+

26 Feb 2021 BoK Leaves Itself Space for a GDP Upgrade... and Normalisation

The BoK left the Base Rate unchanged at 0.50% for the intermeeting period, by a unanimous decision.

Freya Beamish (Chief Asia Economist)26th Feb 2021 09:01China+

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 13:16China+

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)2nd Dec 2020 00:10China+

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)27th Oct 2020 00:10China+

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