Pantheon Macroeconomics

Best viewed on a device with a bigger screen...

China+ Publications

Below is a full list of our China Publications.

Please use the filters on the right to search for a specific date or topic.

interbank borrowing

24 Feb 2021 Governor Lee Sounds Confident, and the Data Back him up

24 Feb 2021 Governor Lee Sounds Confident, and the Data Back him up

Freya Beamish (Chief Asia Economist)23rd Feb 2021 19:00China+

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 08:16China+

11 Feb 2021 China's Services Inflation will Leap Once Covid is Controlled

China's Services Inflation will Leap Once Covid is Controlled

Freya Beamish (Chief Asia Economist)10th Feb 2021 19:00China+

4 Feb 2021 China's FX Reserves Likely to Reveal Further Intervention in January

China's FX Reserves Likely to Reveal Further Intervention in January

Freya Beamish (Chief Asia Economist)3rd Feb 2021 19:00China+

28 Jan 2021 PBoC Overshoot Roils Markets; The Bank will Seek to Pacify Investors

PBoC Overshoot Roils Markets; The Bank will Seek to Pacify Investors

Freya Beamish (Chief Asia Economist)27th Jan 2021 19:00China+

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+

14 Jan 2021 China's December Money and Credit Numbers are Worrisome

China's December Money and Credit Numbers are Worrisome

Freya Beamish (Chief Asia Economist)13th Jan 2021 19:00China+

22 Dec 2020 The PBoC is Comfortable with its Policy Settings

The PBoC is rounding out 2020 remaining neutral in interbank markets.

Miguel Chanco (Senior Asia Economist)21st Dec 2020 19:10China+

25 Nov 2020 No Turnaround on the Horizon for Cooling Property Prices in China

Property prices in China continued to cool in October, as pressure remains on developers to avoid being caught out by the government's "three red lines" against...

Miguel Chanco (Senior Asia Economist)24th Nov 2020 19:10China+

12 Nov 2020 Poor Jobs Data Keep a Bank of Korea Rate Cut on the Table

Korea's unemployment rate rose to 4.2% in October, from 3.9% in September, exactly in line with our out-of-consensus call for a further increase.

Miguel Chanco (Senior Asia Economist)11th Nov 2020 19:10China+

13 Oct 2020 The Worst is Over for Japan's Capex Slump, but No Recovery is in Sight

Core machine orders in Japan surprised to the upside in August, when the country's second wave of Covid-19 peaked.

Miguel Chanco (Senior Asia Economist)12th Oct 2020 20:10China+

22 Sept 2020 China's LPR is Going Nowhere, the PBoC's Next Move is Up, in 2021

China's prime loan rates were unchanged for September, as widely expected.

Miguel Chanco (Senior Asia Economist)21st Sep 2020 20:10China+

14 Sept 2020 Enough Fuel has Been Spent to Power China's Recovery into 2021

China's economic recovery over the next twelve months remains secure, barring another major outbreak of Covid-19 domestically, or another synchronised lockdown globally.

Miguel Chanco (Senior Asia Economist)13th Sep 2020 20:10China+

4 Sep 2020 The Recovery in Chinese Services is Very Uneven, the Punchy PMI Aside

China's services sector continues to do most of the heavy lifting for the economy's recovery this quarter, judging by the survey data.

Miguel Chanco (Senior Asia Economist)3rd Sep 2020 20:10China+

21 Aug 2020 No Real Reason for the PBoC to Flinch, as it Aims for a Quieter H2

The sound of silence in Chinese interest rates continued to reverberate this month.

Miguel Chanco (Senior Asia Economist)20th Aug 2020 19:10China+

18 Aug 2020 Japan's Recovery from the Q2 Carnage is Already Disappointing

Japan's economy shrank by an historic 7.8% quarter-on-quarter in Q2, much worse than the 0.6% slip in the first quarter.

Miguel Chanco (Senior Asia Economist)17th Aug 2020 20:10China+

16 July 2020 The BoJ's Q2 Outlook Tries to Walk a Tightrope as Activity Rebounds

July's BoJ meeting was a quiet one, with the Board keeping the -0.10% policy balance rate and the 10- year yield target of "around zero", as widely predicted.

Miguel Chanco (Senior Asia Economist)15th Jul 2020 20:10China+

14 July 2020 India's Industrial Bounce won't get Much Help from Weak Stimulus

The year-over-year collapse of industrial production in India eased substantially in May, to -35%, from -58% in April, close to our -32% forecast.

Miguel Chanco (Senior Asia Economist)13th Jul 2020 20:10China+

  Publication Filters

Change View: List   Small Grid  

Filter by Keyword

Filter by Publication Type

Filter by Author

Global Publications Only

Filter by Date

  Quick Tag Filters

Consistently Right

Access Key Enabled Navigation

Keywords for: China+ Documents

China+ Document Vault,