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.

household demand

26 July 2021 Savings Data Suggest Households are Loosening the Purse Strings

Our analysis reveals that GDP growth in the first half may have been significantly stronger than billed. In particular, the household savings rate dropped sharply, back to...

Freya Beamish (Chief Asia Economist)China+

5 July 2021 We Still Aren't too Worried About China's Credit/Money Slowdown

China analysts have a not-so-secret weapon; credit and money trends are very good leading indicators of GDP growth. At the moment, the signal from those indicators is worrying.

Freya Beamish (Chief Asia Economist)China+

7 June 2021 Having Your Cake and Eating it as the Household Savings Rate Falls

China is at a critical point in the recovery. The economy is switching lanes from the supply-led, export-supported manufacturing surge to consumer and services drivers.

Freya Beamish (Chief Asia Economist)China+

11 Dec 2020 China's Money Data Show no Real Cracks in the 2021 Recovery Story

China's latest money and credit data continue to reassure the PBoC that its job to secure the economy's recovery is done.

Miguel Chanco (Senior Asia Economist)China+

9 Dec 2020 Expect Japanese Consumption to Disappoint the Most this Quarter

Japan's GDP rebound in Q3 was upgraded to 5.3% quarter-on-quarter, from 5.0% in the preliminary report, representing a marginally sharper recovery from the revised 8.3%...

Miguel Chanco (Senior Asia Economist)China+

3 Dec 2020 Korea's Export Recovery is Back on Track, but Q4 will be More Muted

The recovery in Korean exports resumed in September, with shipments rising by 4.0% year- over-year, a turnaround from the 3.8% decline in the previous month.

Miguel Chanco (Senior Asia Economist)China+

19 Nov 2020 Japanese Exporters Should Brace for a Bumpy End to 2020

Japan's exports showed no signs of jitters in October, when countries in Europe started reimposing nationwide lockdowns in response to the rapid escalation of Covid-19 cases.

Miguel Chanco (Senior Asia Economist)China+

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