Pantheon Macroeconomics

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China+ Publications

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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)7th Mar 2021 19:10China+

3 Mar 2021 China's Two Sessions, Qualitative Targets and Fiscal Tightening

3 Mar 2021 China's Two Sessions, Qualitative Targets and Fiscal Tightening

Freya Beamish (Chief Asia Economist)2nd Mar 2021 19:00China+

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 04:01China+

22 Feb 2021 China's Current Account Could Flip to Deficit if the Virus is Controlled

China's Current Account Could Flip to Deficit if the Virus is Controlled

Freya Beamish (Chief Asia Economist)21st Feb 2021 19:10China+

15 Feb 2021 PM2.5 Concentrations Help to Fill the Data Hungry Gap

PM2.5 Concentrations Help to Fill the Data Hungry Gap

Freya Beamish (Chief Asia Economist)14th Feb 2021 19:10China+

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+

21 Jan 2021 The PBoC Shows its Hand Through its Open Market Operations

In the past couple of years, markets have begun to track PBoC moves much more tightly, as our first chart shows.

Freya Beamish (Chief Asia Economist)20th Jan 2021 19:00China+

6 Jan 2021 Last Year's BoJ Splurge was no Abenomics Re-run

BoJ support has sent monetary aggregates through the roof.

Freya Beamish (Chief Asia Economist)5th Jan 2021 19:00China+

17 Dec 2020 The Risk of a Double-Dip in Japan is Rising, due to the Third Covid Wave

Japan's flash Jibun Bank PMIs for December were mixed, but they broadly confirm the significant moderation in GDP growth in the current quarter.

Freya Beamish (Chief Asia Economist)16th Dec 2020 17:40China+

16 Dec 2020 China's Q4 Recovery has Wavered Only Slightly, Thanks to Consumers

Industrial production growth in China has peaked, notwithstanding the likely spike in Q1, when the base effects kick in from the Covid- induced shutdowns earlier this year.

Miguel Chanco (Senior Asia Economist)15th Dec 2020 17:20China+

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)13th Dec 2020 19:10China+

7 Dec 2020 Did the RBI Just Pour Cold Water on a February Rate Cut?

The Monetary Policy Committee of the Reserve Bank of India voted unanimously to keep the benchmark repo rate unchanged, at 4.00%, for a third straight meeting, as widely expected.

Miguel Chanco (Senior Asia Economist)6th Dec 2020 19:10China+

1 Dec 2020 More Questions than Answers after India's Hefty Q3 GDP Rebound

India's GDP report for the third quarter surprised to the upside, with the year-over-year contraction moderating significantly to -7.5%, from -23.9% in Q2.

Miguel Chanco (Senior Asia Economist)30th Nov 2020 19:10China+

26 Nov 2020 More Evidence of Japan's Stalling Recovery, as Downside Risks Mount

The recovery in private consumption in Japan is showing clear signs of stalling.

Miguel Chanco (Senior Asia Economist)25th Nov 2020 19:10China+

20 Nov 2020 India's Q3 GDP Rebound will be a Very Hard Act to Follow

India's GDP report for the third quarter, due a week from today, is likely to show that the year- over-year downturn moderated significantly to -9%, from -24% in Q2.

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

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