Pantheon Macroeconomics

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Asia Key Issues

The Coronavirus Pandemic

25 Mar 2020 The Plunge in Japan's Services PMI Confirms a Recession is Underway

If Japan's flash PMIs for March are a sign of things to come, then the government really should get moving on fiscal stimulus.

Freya Beamish (Chief Asia Economist)24th Mar 2020 19:10China+

21 Feb 2020 China Credit Numbers are not Bad, but Pre-date Covid-19

Once again, Chinese January data released so far suggest that the Phase One trade deal was the dominant factor dictating activity for the first two- thirds of the month, with the...

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

13 Feb 2020 Japan's M2 Still Points to a Growth Slowdown, Regardless of the Virus

Japan's money and credit data have shown signs of life in recent months, but that's all set to change quickly, due to the disruptions caused by the outbreak of the...

Freya Beamish (Chief Asia Economist)12th Feb 2020 18:10China+

11 Feb 2020 Phase One Trade Deal Trumped the Virus in China's January PPI

The clear threat to demand posed by the coronavirus and China's efforts at containment have sent a shock wave through commodities markets.

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

7 Feb 2020 Coronavirus Could be near-$100B Hit to Chinese GDP in Q1

Nobody knows the damage China's virus- containment efforts will have on GDP, and we probably never will, for sure, given the opacity of the statistics.

Freya Beamish (Chief Asia Economist)6th Feb 2020 18:10China+

6 Feb 2020 Korea's Trade Data for January Show a Modest Virus Hit, For Now

Korea's trade data for January provided the first real glimpse of the potential hit to international flows from the disruptions caused by the outbreak of the coronavirus.

Freya Beamish (Chief Asia Economist)5th Feb 2020 18:10China+

5 Feb 2020 BoJ Reaction to the Coronavirus Could Damage Activity, Perversely

We've previously highlighted the pro-cyclical elements of the BoJ's framework, but it's worth repeating, when an economic shock comes along.

Freya Beamish (Chief Asia Economist)4th Feb 2020 18:10China+

4 Feb 2020 Early PBoC Rate Cut Confirms Official Worry Over Virus fallout

The PBoC yesterday cut its 7-day and 14-day reverse repo rate by 10bp, to 2.40% and 2.55% respectively, while injecting RMB 1.2T through open market operations.

Freya Beamish (Chief Asia Economist)3rd Feb 2020 18:10China+

31 Jan 2020 Ignore Korea's Upbeat Surveys: a Coronavirus Hit is Looming

The Bank of Korea's two main monthly economic surveys were very perky in January.

Freya Beamish (Chief Asia Economist)30th Jan 2020 18:00China+

30 Jan 2020 Coronavirus Raises the Risks of a Technical Recession in Japan

Japan is one of the countries most exposed to economic damage from the coronavirus.

Freya Beamish (Chief Asia Economist)29th Jan 2020 18:10China+

29 Jan 2020 What Policy Measures Can we Expect to Cushion Corona-impact

The extent of shut downs within China is now reaching extreme levels, going far beyond services and threatening demand for commodities, as well as posing a severe risk to the...

Freya Beamish (Chief Asia Economist)28th Jan 2020 18:10China+

28 Jan 2020 Containment Measures Could Mean a Quarterly Fall in Chinese GDP

As the situation with the coronavirus develops, and we gain more information on the authorities' response, it's becoming clear that the damage to Q1 GDP is going to be...

Freya Beamish (Chief Asia Economist)27th Jan 2020 18:10China+

27 Jan 2020 Who are the Biggest Casualties of China's Travel Curbs

On Friday last week, the Chinese authorities suspended sales of domestic and international tours, in an effort to contain the spread of the coronavirus, which started in Wuhan.

Freya Beamish (Chief Asia Economist)26th Jan 2020 18:20China+

24 Jan 2020 China's Economy is More Exposed to Deadly Disease now, than in 2003

We can't yet know how bad the spread of the coronavirus from the Chinese city of Wuhan will be.

Freya Beamish (Chief Asia Economist)23rd Jan 2020 18:10China+

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