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.

governor lee

22 Nov 2021 An Attention-Grabbing Start to Kishida's New Term

  • Japan's latest fiscal stimulus package is significant, but lacks finesse.
  • Consumption does need support, but this is the wrong way to go about it.
  • The latest inflation data show the BoJ can focus on supporting fiscal policy, for now.

Craig BothamChina+

13 Oct 2021 A Hawkish Hold, but Future Hikes Likely to be Interrupted

  • The BoK struck a hawkish note despite holding rates, strongly suggesting a November hike.
  • Household debt remains the focus of policy, but there's a risk of complacency over growth.
  • China is still deteriorating, and data over the next fortnight will be just a taste.

Craig BothamChina+

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+

16 July 2021 Data are Conflicting, but we Think China's Growth Slowed in Q2

Sometimes when you put together the Chinese data, it feels like you are drawing from multiple jigsaw puzzles, each with pieces missing.

Freya Beamish (Chief Asia Economist)China+

14 July 2021 Export Trends Remain Weak Despite the June Pop

Chinese exports surprised to the upside in June, with growth picking up to 32.2% year-over-year, from 27.9% in May.

Freya Beamish (Chief Asia Economist)China+

28 May 2021 Manufacturing PMIs Could Edge Higher this Month

Overall, data available so far for May point to a modest improvement in Chinese manufacturing.

Freya Beamish (Chief Asia Economist)China+

26 May 2021 The BoK's Job is to Play it Cool While Uncertainty Remains High

The BoK looks set to remain in a holding pattern, paying lip service to financial imbalances, from housing, to Bitcoin, for the remainder of this year, though a hike still looks likely early in 2022. 

Freya Beamish (Chief Asia Economist)China+

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Keywords for: China+ Documents

China+ Document Vault, Pantheon Macro, Pantheon Macroeconomics, independent macro research independent research, ian shepherdson, economic intelligence