Pantheon Macroeconomics

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China+ Publications

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15 Feb 2021 PM2.5 Concentrations Help to Fill the Data Hungry Gap

PM2.5 Concentrations Help to Fill the Data Hungry Gap

Freya Beamish (Chief Asia Economist)14th Feb 2021 19:10China+

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+

2 Feb 2021 China's Survey Data Point to Trade Deterioration in January

China's Survey Data Point to Trade Deterioration in January

Freya Beamish (Chief Asia Economist)1st Feb 2021 19:10China+

13 Jan 2021 China's 2020 GDP Number Likely will see Significant Revisions

China's 2020 GDP Number Likely will see Significant Revisions

Freya Beamish (Chief Asia Economist)12th Jan 2021 19:00China+

12 Jan 2021 Services Inflation is About to Stage a Recovery, Repairing Margins

Services Inflation is About to Stage a Recovery, Repairing Margins

Freya Beamish (Chief Asia Economist)11th Jan 2021 19:10China+

7 Jan 2021 China's Services Sector is Ahead of the Curve

China's services sector has come back strongly from the pandemic.

Freya Beamish (Chief Asia Economist)6th Jan 2021 19:00China+

5 Jan 2021 Caixin PMI Implies China's Small Firms Due a Further Correction

Caixin PMI Implies China's Small Firms Due a Further Correction

Miguel Chanco (Senior Asia Economist)24th Dec 2020 07:34China+

4 Jan 2021 China PMI Gives Early Warning on Producer and Services Prices

China's official manufacturing PMI was little changed, at 51.9 in December, compared with 52.1 in November.

Miguel Chanco (Senior Asia Economist)24th Dec 2020 07:32China+

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+

17 Dec 2020 The Risk of a Double-Dip in Japan is Rising, due to the Third Covid Wave

Japan's flash Jibun Bank PMIs for December were mixed, but they broadly confirm the significant moderation in GDP growth in the current quarter.

Freya Beamish (Chief Asia Economist)16th Dec 2020 17:40China+

15 Dec 2020 Japan's Punchy Tankan Likely Overstates the Actual Q4 Recovery

Business sentiment in Japan continues to recover in the current quarter, with the main Tankan indices surprising to the upside.

Miguel Chanco (Senior Asia Economist)14th Dec 2020 19:10China+

10 Dec 2020 The PBoC Never Cared much about Food Prices... this Won't Change

CPI inflation in China has fallen below zero for the first time since 2009, but we highly doubt that this will spook the PBoC.

Miguel Chanco (Senior Asia Economist)9th Dec 2020 19:10China+

7 Dec 2020 Did the RBI Just Pour Cold Water on a February Rate Cut?

The Monetary Policy Committee of the Reserve Bank of India voted unanimously to keep the benchmark repo rate unchanged, at 4.00%, for a third straight meeting, as widely expected.

Miguel Chanco (Senior Asia Economist)6th Dec 2020 19:10China+

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)1st Dec 2020 19:10China+

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+

16 Nov 2020 The Door Just Shut for a December RBI Cut, Easing Will Resume in Q1

CPI inflation in India rose unexpectedly in October to 7.6%, from 7.3% in September, putting the final nail in the coffin for a potential RBI rate cut next month.

Miguel Chanco (Senior Asia Economist)15th Nov 2020 19:10China+

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