Pantheon Macroeconomics

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China+ Publications

Below is a full list of our China Publications.

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korea

China+ Datanote: China and Korea Manufacturing PMIs, January; Korea exports, January 2021

China and Korea Manufacturing PMIs, January; Korea exports, January 2021

Peter Bennett1st Feb 2021 05:55China+

CHINA+ DATA WRAP 28.1.21

The PBoC is carrying out carry traders feet first. Surprising strength in Korean export signals.

Freya Beamish (Chief Asia Economist)28th Jan 2021 11:03China+

25 Jan 2021 January Trade is Sluggish, but not Collapsing Under Covid Strain

We've been on the watch for signs of deterioration in foreign trade as a result of renewed anti-Covid restrictions both within Asian countries, causing logistical difficulties,...

Freya Beamish (Chief Asia Economist)24th Jan 2021 19:10China+

ASIAN DATA WRAP 13th January 2021

Japan M2 growth, Korea unemplotment

Freya Beamish (Chief Asia Economist)13th Jan 2021 11:22China+

ASIAN DATA WRAP 6th January 2021

The Caixin manufacturing PMI was due a correction; Korea's manufacturing PMI looks exposed to correction

Josh Evans6th Jan 2021 11:14China+

ASIAN DATA WRAP 5th January 2021

The Caixin manufacturing PMI was due a correction; Korea's manufacturing PMI looks exposed to correction

Freya Beamish (Chief Asia Economist)5th Jan 2021 10:00China+

ASIAN DATA WRAP 4th January 2021

The Caixin manufacturing PMI was due a correction; Korea's manufacturing PMI looks exposed to correction

Miguel Chanco (Senior Asia Economist)4th Jan 2021 05:41China+

24 Dec 2020 Is China Santa or the Grinch in the Global Inflation Outlook

China plays a pivotal role in the global inflation outlook.

Miguel Chanco (Senior Asia Economist)23rd Dec 2020 19:10China+

ASIAN DATA WRAP 22nd December 2020

Time is running out for PPI deflation in Korea

Miguel Chanco (Senior Asia Economist)22nd Dec 2020 04:34China+

Asia Datanote: 20-Day Exports, Korea, December 2020

In one line: Covid is starting to rear its ugly head again.

Freya Beamish (Chief Asia Economist)21st Dec 2020 04:45China+

ASIAN DATA WRAP 21st December 2020

The PBoC is happy with where rates are; Covid is starting to rear its ugly head again in Korean exports

Miguel Chanco (Senior Asia Economist)21st Dec 2020 04:30China+

ASIAN DATA WRAP 4th December 2020

Korea's current account surplus likely is approaching its peak

Miguel Chanco (Senior Asia Economist)4th Dec 2020 11:16China+

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)2nd Dec 2020 19:10China+

Asia Datanote: Consumer Prices, Korea, November 2020

In one line: Watch for a further correction in food prices.

Freya Beamish (Chief Asia Economist)2nd Dec 2020 11:13China+

ASIAN DATA WRAP 2nd December 2020

The rate of QE in Japan continues to fall, with yields steady and the economy recovering. The correction in food prices should drag Korean inflation down in the short run.

Miguel Chanco (Senior Asia Economist)2nd Dec 2020 11:12China+

Asia Datanote: Exports, Korea, November 2020

In one line: Starting to show signs of softness.

Freya Beamish (Chief Asia Economist)1st Dec 2020 10:12China+

ASIAN DATA WRAP 1st December 2020

China's Caixin PMI remains solid, but watch for a sharp payback next year. Extension of Covid furlough measures will help to steady Japan's jobs ship, for now. Japan's...

Miguel Chanco (Senior Asia Economist)1st Dec 2020 10:12China+

ASIAN DATA WRAP 30th November 2020

Don't get carried away by China's strongest manufacturing PMI in three years; Chinese construction rejoined the party this month, but a return to yesteryear remains...

Miguel Chanco (Senior Asia Economist)30th Nov 2020 02:30China+

27 Nov 2020 The BoK's Challenge in 2021 is Managing Rate Hike Expectations

The Monetary Policy Board of the Bank of Korea yesterday left its benchmark base rate unchanged, at 0.50%, as widely expected.

Miguel Chanco (Senior Asia Economist)26th Nov 2020 19:10China+

Asia Datanote: Bank of Korea Decision, November 2020

In one line: Easing is over... now it's all about managing expectations for a hike.

Freya Beamish (Chief Asia Economist)26th Nov 2020 10:36China+

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