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, or contact your account rep

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finance Freya Beamish (Chief Asia Economist)

17 Aug 2021 The Infrastructure Boost may not Come in Time to Salvage Q3

Industrial production growth slowed sharply in July; no signs yet of infrastructure picking up the slack.

Delta is adding to the recent misery in retail sales; a Q3 GDP growth downgrade is now on the cards.

Japan's economy stabilised in the second quarter despite the rolling Covid hit and soft lockdowns.

Freya Beamish (Chief Asia Economist)China+

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)China+

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)China+

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, year-over-year rate for fixed assets all slowing.

Freya Beamish (Chief Asia Economist)China+

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)China+

17 May 2021 What will Happen When Services Really get Going?

Last week, we explained how deteriorating monetary trends led us to revise down our GDP growth forecast for next year.

Freya Beamish (Chief Asia Economist)China+

28 Apr 2021 Inflation is Beside the Point for the BoJ, Global Yields will Dictate Policy

The BoJ press conference focused on inflation, which is a red herring, in terms of the drivers of policy changes over the next couple of years.

Freya Beamish (Chief Asia Economist)China+

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

Japan's Q4 real GDP growth was revised down to 2.8% quarter-on-quarter, from 3.0% in the preliminary reading.

Freya Beamish (Chief Asia Economist)China+

8 Mar 2021 2021 Economic Targets are Mainly Pretty Dovish for a Kettle of Hawks

The focus in commentary so far, following the Government Work Report—GWR—has been on the GDP growth target, which was set at "above 6%", after no target was set last year due to uncertainty.

Freya Beamish (Chief Asia Economist)China+

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)China+

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)China+

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

The PBoC has cleared the first hurdle in normalising policy; the LPR was unchanged, at 3.85% in February, as data at the end of last week revealed.

Freya Beamish (Chief Asia Economist)China+

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