Pantheon Macroeconomics

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Asia Key Issues

The Coronavirus Pandemic

Freya Beamish (Chief Asia Economist)

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+

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+

11 Jan 2021 Rising Commodity Prices will soon Show up in China's Trade Figures

Rising Commodity Prices will soon Show up in China's Trade Figures

Freya Beamish (Chief Asia Economist)10th 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+

6 Jan 2021 Last Year's BoJ Splurge was no Abenomics Re-run

BoJ support has sent monetary aggregates through the roof.

Freya Beamish (Chief Asia Economist)5th Jan 2021 19:00China+

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+

29 May 2020 Expect Another BoK Cut, as the Data will Continue to Disappoint

The Monetary Policy Board of the Bank of Korea yesterday voted unanimously to lower its base rate by 25 basis points to a record low of 0.50%.

Freya Beamish (Chief Asia Economist)28th May 2020 20:10China+

28 May 2020 Expect a Drop in India's Q1 GDP, the Early Virus Hit was Sizeable

The early damage in India from Covid-19 and the nationwide lockdown likely was significant enough to hammer the GDP report for the first quarter, due tomorrow.

Freya Beamish (Chief Asia Economist)27th May 2020 20:10China+

27 May 2020 Japan's April Activity Likely Dropped off a Cliff, How Bad was it

Japan's all-industry activity index dropped by 3.8% month-on-month in March, worse than the 0.7% slip in February.

Freya Beamish (Chief Asia Economist)26th May 2020 20:10China+

26 May 2020 Goodbye China GDP Target, Don't Let the Door Hit you on the Way Out

We've suspected that China's GDP targeting system was on its last legs for some time now.

Freya Beamish (Chief Asia Economist)25th May 2020 20:10China+

19 May 2020 Japan's Q1 Contraction was Just a Taster, the Q2 Hit will be Worse

Japan's economy contracted by 0.9% quarter-on- quarter in Q1, following a downwardly-revised 1.9% plunge in the previous quarter.

Freya Beamish (Chief Asia Economist)18th May 2020 20:10China+

18 May 2020 V-Shaped Recovery Over in China's Factories, Consumers Still Lagging

China's two-tier post-lockdown economic revival continued in April. Industrial production beat expectations easily, rising by 3.9% year-over-year, after slipping by 1.1% in...

Freya Beamish (Chief Asia Economist)17th May 2020 20:10China+

15 May 2020 Japan's H1 GDP will be Horrible, Spread of Damage is Less Certain

Japan's GDP likely dropped by 1.1% quarter- on-quarter in the first quarter, even from the favourable Q4 base, when it fell by 1.8%.

Freya Beamish (Chief Asia Economist)14th May 2020 20:10China+

14 May 2020 Korea's Stable Unemployment Rate Belies the Ongoing Virus Hit to Jobs

Korea's unemployment rate was unchanged in April, at 3.8%, beating even our below-consensus forecast for only a minor uptick, to 3.9%.

Freya Beamish (Chief Asia Economist)13th May 2020 20:10China+

13 May 2020 Punchy Money Data for April Keep China's Recovery Hopes Alive

China's money data continued to improve in April, bolstering the economy's recovery prospects.

Freya Beamish (Chief Asia Economist)12th May 2020 20:10China+

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