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.

national accounts

2 July 2021 Chinese Manufacturing is Underperforming; Variants or Reversal

Data in the last few months have suggested that China's foreign trade and manufacturing sector is underperforming compared with Korea's. 

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

9 June 2021 Japan's Q1 GDP Upgrade was a Bit Disappointing Under the Surface

Japan has been a laggard in the vaccine race, with the virus keeping the economy on a weak footing into this quarter and the next.

Freya Beamish (Chief Asia Economist)9th Jun 2021 00:00China+

28 Apr 2021 Inflation is Beside the Point for the BoJ, Global Yields will Dictate Policy

Inflation is Beside the Point for the BoJ, Global Yields will Dictate Policy

Freya Beamish (Chief Asia Economist)28th Apr 2021 00:00China+

19 Apr 2021 IP and Retail Sales Kept Q1 GDP Growth High, Quarter-on-Quarter

IP and Retail Sales Kept Q1 GDP Growth High, Quarter-on-Quarter

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

22 Mar 2021 Further BoJ Retreat from Abenomics, but Not Tightening

Further BoJ Retreat from Abenomics, but Not Tightening

Freya Beamish (Chief Asia Economist)22nd Mar 2021 00:10China+

China+ Datanote: BoJ Press Conference; National CPI, Japan, February 2021

BoJ Press Conference, March 2021, National CPI, Japan, February 2021

Freya Beamish (Chief Asia Economist)19th Mar 2021 14:29China+

10 Mar 2021 Japan's Q1 Contraction will Still be Sizeable, Despite Q4 Downgrade

Japan's Q1 Contraction will Still be Sizeable, Despite Q4 Downgrade

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

4 Mar 2021 Caixin Services PMI Overstates the February Pain

The Caixin services PMI fell to 51.5 in February, from 52.0 in January.

Freya Beamish (Chief Asia Economist)4th Mar 2021 00:00China+

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)9th Feb 2021 00:10China+

2 Dec 2020 China's Sturdy PMI Numbers for Q4, so far, Call for a GDP Upgrade

Chinese factories clearly had a strong month in November, looking at the complete manufacturing PMI data.

Miguel Chanco (Senior Asia Economist)2nd Dec 2020 00:10China+

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