Pantheon Macroeconomics

Best viewed on a device with a bigger screen...

Asia Key Issues

The Coronavirus Pandemic

Balance of Payments

30 Oct 2020 Expect the BoJ to Extend its Covid Support Measures in March

The Bank of Japan yesterday left its -0.10% policy balance rate and ten-year yield target of "around zero" unchanged, as widely expected.

Miguel Chanco (Senior Asia Economist)29th Oct 2020 13:10China+

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 19:10China+

Asia 11 May 2020 Ignore China's Sturdy April Exports, Catch-Up can only go so Far

China's export data for April were a mixed bag, to say the least.

Freya Beamish (Chief Asia Economist)10th May 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+

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+

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+

Latest Video
  Publication Filters

Filter by Keyword

Filter by Publication Type

Filter by Author

Global Publications Only

Filter by Date

  Quick Tag Filters
Consistently Right

Access Key Enabled Navigation

Keywords for: Asia Key Issues